3 months ago
Retail Banker | Fanning Springs
Capital City Bank
Trenton, FL (Unknown)Full time
Marketing jobs
2 marketing jobs
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Retail Banker | Fanning Springs
Trenton, FL (Unknown)
Salary Not AvailableEntry Level1+ years expFull time
Posted 3 months ago
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
Marketing Team
Marketing Roles Posted (Last 30 Days)
2
Headcount Trend
Current headcount: ~8
Links
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