Retail Bank Assoc​/CCA

III. POSITION SUMMARY The 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

ACCOUNTABILITIES High Essential Provide 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 Essential Assist 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 Essential Serve as a back up vault custodian, responsible for managing branch cash supply and replenishing staff cash supply when needed.

Other duties, as assigned

Cross train and back-up others, as assigned

V. EDUCATION4 yr. College degree or equivalent work experience. Major or focus of study:
Business, Accounting, or FinanceVI. 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

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 VIII:

QUALIFICATIONS:

PIEDMONT KNOWLEDGE, SKILLS, AND ABILITIES Not applicable IX:

QUALIFICATIONS:

TECHNICAL KNOWLEDGE, SKILLS, AND ABILITIES Not applicable

X. CONTACTS Direct customer contact/service

Financial institutions

Government agencies XI. WORKING CONDITIONS/PHYSICAL REQUIREMENTS This job is conducted in an office work environment, and is generally sedentary but may require walking t 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.
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