Retail Banker | Fanning Springs

Trenton, FL (Unknown)

Salary Not AvailableEntry Level1+ years expFull time

Posted 4 weeks ago

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Job Summary

Own front-line client service and compliance driven banking tasks with a mix of cash handling, data entry, and referral tracking while pushing cross-sell opportunities to hit individual and branch goals.

  • Account servicing and client interaction across retail products.
  • Execute open/close duties, cash handling, and regulatory compliance (BSA, Reg CC, CTR).
  • Educate on ID fraud, phishing and drive referrals into bank products and initiatives.

Job Description

Responsibilities - Provides prompt, efficient and friendly service to clients. - Opens, closes, services and supports all accounts, products and services. - Uses various programs to ensure work is completed accurately and in compliance with regulations, such as: Bank Secrecy Act, Reg CC, Privacy, Currency Transaction Reporting. - Responds to client questions or concerns in a quick, courteous and friendly manner. - Cross-sells Bank products and services, marketing campaigns and initiatives, to new and existing clients to meet their needs as well as attain individual, division and Bank goals. - Enters data, updates and maintains client information and status of referrals and leads, in Synapsis. - Follows procedures for open/close office and robbery response. - Educate clients regarding ID fraud, phishing scams. - Process consumer and commercial transactions, i.e.: account deposits/withdrawals, check cashing, loan payments, Official Checks, wires, and safe deposit box payments, when applicable. - Keeps cash secure and maintains a high level of safety and security. Maintains cash levels; balances cash drawer daily; scans Teller work. - Follows procedures including researching, and locating outages, thereby limiting violations of Teller and Personal Banker Performance Balancing Standards. - Attends meetings and training sessions, as required. - Provides additional support to manager and department colleagues. - Completes all assigned/required Bank training within established timelines. Requirements - 1-2 years work experience in client service, sales, cash handling (as described) - Excellent interpersonal skills required to verbally communicate effectively and interact positively with clients, associates and business partners - Ability to follow detailed instructions and a wide range of procedures requiring some judgement - Requires concentration to avoid mistakes in counting cash - Proficiency in data entry/typing - Ability to perform basic mathematical computations using various business machines and/or computers - Ability to stand and/or sit for long periods of time - Ability to apply initiative and work with minimal supervision - Ability to exercise sound and reasonable judgement - Must have attained the age of 18 for coverage under insurance bond - Education: Minimum high school diploma or equivalent required - Some college preferred, but not required. Relevant experience may substitute for the education requirement Nice to Have - Sales, retail and/or referral experience is preferable, particularly in cross-marketing products and service - Use of Capital City Bank products and services is a plus Benefits - Medical, Dental and Vision - Life Insurance - 401(k) with Matching - Flexible Spending Accounts - Tuition Assistance - Stock Purchase - Discounts on Products and Services

Capital City Bank

Capital City Bank is a company based out of Florida, United States.

Florida, USA
8 employees

Headcount Trend

Current headcount: ~8

Marketing Team

Marketing Roles Posted (Last 30 Days)
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