Direct Banker I Multi-lingual | Southwood

Capital City Bank Group, Inc.•Tallahassee, FL

21d

About The Position

The Direct Banker I handles predominantly incoming routine calls to provide client satisfaction and retention. Some calls may require deviations from standard screens, scripts, and procedures. The role primarily serves clients and strengthens relationships by offering relevant additional products and services. It requires extensive knowledge of the company structure, products, and services to maximize client opportunities by telephone. The associate must manage multiple tasks, maintain strong organizational skills, and meet and track monthly sales and service goals. The position requires fluency in English and Spanish, both written and verbal. Associates handle confidential client information and must use discretion. Work takes place in an open cubicle environment with regular client, colleague, and supervisor contact, recorded calls, multiple computer applications, and occasional stressful situations. In rare cases of major disruption, associates may need to relocate or telecommute to maintain business continuity.

Requirements

Fluent in English and Spanish, both written and verbal.
Ability to exercise sound and reasonable judgment.
Ability to take initiative and work with little supervision.
Ability to prioritize work and multitask.
Ability to communicate effectively and interact positively with clients and colleagues.
Knowledge of and familiarity with personal computers.
Knowledge and use of standard office equipment.
Proficiency in data entry and typing.
High school diploma or equivalent required.
Commitment to the position for one year before applying for other internal bank postings.

Nice To Haves

Some college preferred.
Successful completion of an in-house or other approved training program will be considered.

Responsibilities

Provide clients with information about bank products and services.
Follow up on sales and service requests.
Cross-sell relevant products and services, refer clients to other departments as appropriate, and submit a monthly sales tracking report.
Maintain general knowledge of consumer, commercial, and real estate loan information so referrals can be directed to the appropriate lender.
Originate credit card applications.
Use a personal computer to retrieve client data and transactions and update account records appropriately.
Submit maintenance requests and error resolutions.
Attend required sales and product training sessions to maintain sales proficiency.
Assist in other areas of the department during peak times as needed.
Provide additional support to the manager and department colleagues.
Complete all assigned or required bank training within established timelines.
Adhere to Banker Standards and practice SGNNT (smile, greet, name, name, thank you); follow company policies and procedures.
Maintain discretion when handling confidential client information.