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 SUMMARYÂ |
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. EDUCATIONÂ |
High school diploma or equivalent work experience |
VI. RELATED EXPERIENCEÂ |
Not required. |
VII. QUALIFICATIONS: GENERAL KNOWLEDGE, SKILLS, AND ABILITIESÂ |
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 ABILITIESÂ |
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 IRAÂ |
Loan transactions |
IX: QUALIFICATIONS: TECHNICAL KNOWLEDGE, SKILLS, AND ABILITIESÂ |
Not applicable |
X. CONTACTSÂ |
Direct customer contact/service |
Financial institutions |
XI. WORKING CONDITIONS/PHYSICAL REQUIREMENTSÂ |
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. |
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. |