Client Care Specialist

Piedmont Federal Savings Bank; Winston-Salem (NC); On-site; USD 32,000 - 48,000; Full time

Job summary

Piedmont Federal Savings Bank in Winston-Salem, NC, is seeking a Branch Client Care Associate to support the Branch Manager in daily operations, ensure accuracy, and deliver exceptional client service. The role involves posting transactions, maintaining cash drawers, and handling account maintenance with care.

You will help open new accounts, promote bank products, assist with audits, and cover for the manager during absences.

Qualifications

• High school diploma or equivalent required.
• Two or more years of experience with Piedmont Federal Savings Bank preferred.
• Strong client service, cash handling, and cross-selling knowledge.

Responsibilities

• Assist Branch Manager in daily operations and ensure compliance with policies and regulatory standards.
• Post client transactions and maintain accurate cash drawer.
• Open new accounts and explain bank products and services to clients.
• Cross-sell products to meet client needs and retain existing customers.
• Assist with branch audits and perform routine non-routine transactions in manager's absence.
• Act as vault custodian and manage cash supplies.

Skills

Customer service

Attention to detail

Communication

Problem solving

Teamwork

Education

High school diploma or equivalent

Job description

III. POSITION SUMMARYThe primary purpose of this position is to assist the Branch Manager in ensuring that the day-to-day operations of the branch are performed efficiently and in compliance with established policies, procedures, and regulatory standards, while providing exceptional client service.IV. PRIMARY ACCOUNTABILITIESHigh EssentialProvide exceptional client service both internally and externally and serve as a role model to the staff.Post client transactions and other transactions relating to client 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.Cultivate, develop and retain current clients and aquire new clients by promoting the Bank's products and services.Assist staff in locating cash discrepancies, handling unusual/difficult situations, and conducting audit activities to ensure accuracy of transactions, resulting in client confidence in the Bank.Oversee basic branch operations in absence of manager: override exception transactions, review and sign checks, participate in branch audits, and assist with non-routine transactionsServe as the vault custodian, responsible for managing branch cash supply and replenishing staff cash supply as needed;Regularly attend work at Piedmont's place of business during regular business hours.Low EssentialUnderstand and comply with applicable regulatory and legislative requirements, and the Bank's policies and procedures.Assist branch lending personnel with loan transactions (closing documents and posting)Provide on-the-job training for branch staff (new and existing) to ensure adequate knowledge/understanding of products, policies/procedures, regulatory compliance, documentation, and cross training.Non EssentialClient Care Specialist CertifiedOther duties, as assignedCross train and back-up others, as assignedV. EDUCATIONHigh school diploma or equivalent work experienceVI. RELATED EXPERIENCETwo or more years Piedmont Federal Savings Bank experienceVII. QUALIFICATIONS: GENERAL KNOWLEDGE, SKILLS, AND ABILITIESMust be able to apply the following principles and processes to day-to-day functions:Accuracy/Attention to detailCollaboration/TeamworkCommunication including verbal, written, listening, face to face, telephone, or emailConflict managementInterpersonal skillsOffice machine operationProblem solving skills including analysis, research, interpretation, and recommendationsVIII: QUALIFICATIONS: PIEDMONT KNOWLEDGE, SKILLS, AND ABILITIESMust have a high level of knowledge of the following subjects; might be regarded as an authority in the area by peers:Deposit transaction - Savings, Time Deposit, Checking and IRALoan transactionsMust be able to train, coach, and answer questions from those at lower mastery levels around:Deposit administration - Savings, Time Deposit, Checking and IRAMust be able to apply the following principles and processes to day-to-day functions:Client Care Associate exposureIX: QUALIFICATIONS: TECHNICAL KNOWLEDGE, SKILLS, AND ABILITIESNot applicableX. CONTACTSDirect client contact/serviceFinancial institutionsXI. WORKING CONDITIONS/PHYSICAL REQUIREMENTSThis job is conducted in an office work environment, and is generally sedentary but may require walking at times. Most of this position's duties require use of a computer. Some travel via car or air, and evening/weekend work may be required. Incumbent must meet the following physical requirements with or without reasonable accommodation:a. Use hands to manipulate, handle, feel, and control items or equipment;b. Walk, bend, kneel, and reach;c. Lift up to 50 pounds, using all safety precautions;d. Stand and/or sit for long periods of time;e. Talk, hear, and communicate with clients and coworkers in English;f. See and be able to read, write, and interpret documents written in English.Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performance by teammates within this classification. It is not designed to contain or be interpreted as comprehensive inventory of all duties, responsibilities and qualifications required of teammates assigned to this job.Piedmont Federal Savings Bank is an Equal Opportunity Employer Veterans/Disabled.