Retail Banking Assoc-Lending (59331)

PIEDMONT FEDERAL SAVINGS BANK • Wake Forest, NC

12d • Onsite

About The Position

The primary purpose of this position is to deliver efficient, professional and quality client service across a broad scope of client transactions.

Requirements

• Must be able to apply the following principles and processes to day-to-day functions:
• Accuracy/Attention to detail
• Collaboration/Teamwork
• Communication including verbal, written, listening, face to face, telephone, or email
• Conflict management
• Interpersonal skills
• Leadership presence/demonstrated management potential
• Microsoft Excel
• Office machine operation
• Prioritizing, multi-tasking, meeting deadlines, and working independently on multiple projects
• Must be aware of the following general principles and operations; not expected to fully function in the area:
• Community involvement
• Use hands to manipulate, handle, feel, and control items or equipment
• Walk, bend, kneel, and reach
• Lift up to 10 pounds, using all safety precautions
• Stand and/or sit for long periods of time
• Talk, hear, and communicate with clients and coworkers in English
• See and be able to read, write, and interpret documents written in English

Responsibilities

• Provide exceptional customer service both internally and externally.
• Post client transactions and other transactions relating to customer service (account maintenance updating client records; buying/selling cash; official checks; date-of-death balance calculations; mail/night deposit listing-posting-verification; general office paperwork, etc.)
• Accurately maintain a cash drawer to serve clients with cash transactions.
• Acquire and maintain knowledge of products/services to efficiently and accurately assist clients with opening new acounts and effectively cross-sell products/services to meet client needs.
• Conduct personal advisory discussions.
• Acquire and maintain a high level of knowledge of the Bank's loan products and be able to fully utilize the OSI and Meridian Link systems.
• Cultivate, develop and retain current clients and aquire new ones by promoting the Bank's products and services.
• Regularly attend work at Piedmont's place of business during regular business hours.
• Acquire and maintain knowledge of the Bank's products and services.
• Provide exceptional customer service and serve as a role model to staff in routine customer interaction.
• Assist with all deposit account needs, including cross-selling products and services, as needed.
• Support and assist the branch manager as they manage the branch and teammates to success.
• Client Care Associate Certified
• Other duties, as assigned
• Cross train and back-up others, as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level