Retail Banker | Chipley

Capital City Bank Group, Inc.•Chipley, FL

6d•Onsite

About The Position

The Retail Banker provides prompt, efficient, and friendly service to clients and assists with their banking needs, including introducing them to banking technology. The role explains Bank products and services and identifies opportunities through conversations to meet clients’ and prospective clients’ financial needs and goals. It responds to both Personal Banker and Teller needs and follows established policies and procedures. Associates have access to confidential client information and are expected to use discretion at all times. The Retail Banker opens, closes, services, and supports accounts, products, and services; handles consumer and commercial transactions; maintains accurate client and referral information; and uses established programs and procedures to ensure accuracy and regulatory compliance. The position also promotes relevant Bank products and services, educates clients about fraud and scams, and follows cash-handling, office security, and robbery-response procedures. It provides additional support to the manager and department colleagues and completes required Bank training.

Requirements

Experience in client service, sales, and cash handling is required.
Excellent interpersonal skills and the ability to communicate effectively and interact positively with clients, associates, and business partners.
Ability to follow detailed instructions and a wide range of procedures requiring some judgment.
Concentration and accuracy when counting cash.
Proficiency in data entry and typing.
Ability to perform basic mathematical computations using business machines and/or computers.
Ability to apply initiative and work with minimal supervision.
Ability to exercise sound and reasonable judgment.
Must be at least 18 years old for coverage under the insurance bond.
Minimum high school diploma or equivalent; relevant experience may substitute for the education requirement.

Nice To Haves

Sales, retail, and/or referral experience, particularly cross-marketing products and services.
Use of or familiarity with Capital City Bank products and services.
Some college.
Successful completion of an in-house or other approved training program.

Responsibilities

Provide prompt, efficient, friendly client service and assist clients with banking needs, including use of banking technology.
Open, close, service, and support accounts, products, and services.
Use programs and procedures to complete work accurately and comply with applicable regulations, including Bank Secrecy Act, Reg CC, privacy, and currency transaction reporting requirements.
Respond to client questions and concerns quickly and courteously.
Cross-sell Bank products, services, marketing campaigns, and initiatives to meet client needs and achieve individual, division, and Bank goals.
Enter, update, and maintain client information and referral and lead status in Synapsis.
Follow office opening and closing procedures and robbery-response procedures.
Educate clients about identity fraud and phishing scams.
Process consumer and commercial transactions, including deposits, withdrawals, check cashing, loan payments, official checks, wires, and safe deposit box payments when applicable.
Secure cash, maintain appropriate cash levels, balance the cash drawer daily, and scan Teller work.
Follow procedures for researching and locating outages to limit violations of Teller and Personal Banker Performance Balancing Standards.
Attend required meetings and training sessions and complete assigned Bank training within established timelines.
Adhere to Banker Standards and practice SGNNT (smile, greet, name, name, thank you).
Provide additional support to the manager and department colleagues.