Retail Bank Assoc/CCA

Piedmont Federal Savings Bank; Hootstown (NC); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

401(k) plan

Job summary

Piedmont Federal Savings Bank is seeking a trainee for a management track in retail banking. You will receive broad training across customer service, product knowledge, and branch operations to prepare for leadership roles.

The program emphasizes coaching, sales development, and teamwork in a community bank setting. As a trainee, you will support loan origination, deposits, and cross-selling, while learning compliance and branch management.

Qualifications

• 4-year college degree or equivalent work experience in business, accounting, or finance.
• Demonstrated leadership potential and ability to coach and develop staff.
• Strong communication skills and customer-focused mindset.
• Proficiency with Microsoft Excel and data handling.
• Willingness to train across retail banking operations.

Responsibilities

• Participate in a comprehensive training program to prepare for management roles in retail banking.
• Provide exceptional customer service and serve as a role model in routine interactions.
• Acquire knowledge of bank products and loan services; support loan origination and closing.
• Assist with deposits, cross-sell products, and support branch goals.
• Support branch manager and back-up vault duties as needed; cross-train with teammates.

Skills

Leadership potential

Customer service

Communication

Microsoft Excel

Team collaboration

Interpersonal skills

Education

Bachelor's degree in Business/Finance or related

Tools

Meridian Link OSI

OSi systems knowledge

Job description

III. POSITION SUMMARYThe primary purpose of this position is to fully prepare qualified candidates to fill various management positions throughout the bank. All candidates will receive training in all facets of Retail Banking to evaluate the best utilization of the trainee’s talent.IV. PRIMARY ACCOUNTABILITIESHigh EssentialProvide exceptional customer service both internally and externally.Acquire and maintain knowledge of the Bank's products and services.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.Support the frontline as needed during staff absences.Observe, absorb and demonstrate key management skill sets including, but not limited to; developing and executing a team strategy for meeting and exceeding sales goals, facilitative coaching, branch operations and compliance, networking and the development of Centers Of Influence, conducting both personal and business advisory discussions.Regularly attend work at Piedmont's place of business during regular business hours.Low EssentialAssist in originating and closing loans.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.Non EssentialServe as a back up vault custodian, responsible for managing branch cash supply and replenishing staff cash supply when needed.Other duties, as assignedCross train and back-up others, as assignedV. EDUCATION4 yr. College degree or equivalent work experience. Major or focus of study: Business, Accounting, or FinanceVI. RELATED EXPERIENCENot required.VII. 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 skillsLeadership presence/demonstrated management potentialMicrosoft ExcelOffice machine operationPrioritizing, multi-tasking, meeting deadlines, and working independently on multiple projectsMust be aware of the following general principles and operations; not expected to fully function in the area:Community involvementVIII: QUALIFICATIONS: PIEDMONT KNOWLEDGE, SKILLS, AND ABILITIESNot applicableIX: QUALIFICATIONS: TECHNICAL KNOWLEDGE, SKILLS, AND ABILITIESNot applicableX. CONTACTSDirect customer contact/serviceFinancial institutionsGovernment agenciesXI. 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.Some travel 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 10 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 employees within this classification. It is not designed to contain or be interpreted as comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.Piedmont Federal Savings Bank is an Equal Opportunity Employer Minorities/Women/Veterans/Disabled.