Retail Banker | Bradfordville

Tallahassee, FL (Unknown)

Salary Not AvailableEntry LevelFull time

Posted 5 weeks ago

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Job Summary

Own frontline client service with clear ownership of needs-based banking conversations, cross-sell delivery, and account operations while staying compliant and accurate.

  • Client-facing operations: drive needs-based conversations, open/close, service accounts, and data maintenance across Synapsis with accuracy.
  • Compliance & risk management: follow BSA, Reg CC, privacy, CTR rules and security standards; educate clients on ID fraud and phishing.

Job Description

Responsibilities

  • The Retail Banker position provides prompt, efficient and friendly service to clients.
  • A Retail Banker will be responsive to both Personal Banker and Teller needs of 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.

Requirements

  • Experience in client service, sales, cash handling is required.
  • KSA: The following KSAs are usually acquired through 1-2 year’s work experience and/or a combination of work and education.
  • 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.
  • Sales, retail and/or referral experience is preferable, particularly in cross-marketing products and service.

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)
2