What are the responsibilities and job description for the Client Care Associate position at Piedmont Federal Savings Bank?
II. STATEMENT OF COMPANY COMPLIANCE
Piedmont Federal's Values are: Be Authentic, Build Caring Relationships, Do What's Right, Go All In, and Move Forward. With these Values as our foundation, we strive to fulfill our Purpose: "We Open Doors for You." Our long term vision is to be best in class culturally, strategically, socially, and financially. All of our teammates are expected to live these Values and embrace our Purpose in their daily work and interactions with fellow teammates, customers, and members of our broader community.
III. POSITION SUMMARY
The primary purpose of this position is to deliver efficient, professional, and quality customer service across a broad scope of customer transactions.
IV. PRIMARY ACCOUNTABILITIES
High Essential
Provide exceptional customer service both internally and externally.
Post customer transactions and other transactions relating to customer service (account maintenance updating customer 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 customers with cash transactions.
Acquire and maintain knowledge of products/services to efficiently and accurately assist customers with opening new acounts and effectively cross-sell products/services to meet customer needs.
Cultivate, develop and retain current customers 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.
Low Essential
Understand and comply with applicable regulatory and legislative requirements, and the Bank policies and procedures.
Assist branch lending personnel with loan transactions (closing documents and posting).
Non Essential
Other duties, as assigned
Cross train and back-up others, as assigned
V. EDUCATION
High school diploma or equivalent work experience
VI. RELATED EXPERIENCE
Not required.
VII. QUALIFICATIONS: GENERAL KNOWLEDGE, SKILLS, AND ABILITIES
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
Office machine operation
VIII: QUALIFICATIONS: PIEDMONT KNOWLEDGE, SKILLS, AND ABILITIES
Must be able to apply the following principles and processes to day-to-day functions:
Customer Care Associate exposure
Deposit transaction - Savings, Time Deposit, Checking and IRA
Loan transactions
IX: QUALIFICATIONS: TECHNICAL KNOWLEDGE, SKILLS, AND ABILITIES
Not applicable
X. CONTACTS
Direct customer contact/service
Financial institutions
XI. WORKING CONDITIONS/PHYSICAL REQUIREMENTS
This 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 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.
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 Veterans/Disabled.