Retail Banker | Lake Jackson

Capital City Bank Careers•Tallahassee, FL

5d•Onsite

About The Position

The Retail Banker (RB) 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 to meet clients’ and prospective clients’ financial needs and goals. The Retail Banker responds to both Personal Banker and Teller needs, follows established policies and procedures, and uses discretion when handling confidential client information. The role supports a range of account and service activities, client interactions, transactions, cash handling, referrals, and sales. It requires adherence to banking regulations and internal standards, completion of required training, and a professional presence in the lobby and behind the Teller line. The position is full-time, Monday through Friday for 40 hours, with some Saturdays.

Requirements

Experience in client service, sales, and cash handling is required; the stated KSAs are usually acquired through 1–2 years of work experience and/or a combination of work and education.
Excellent interpersonal skills and the ability to communicate verbally and interact positively with clients, associates, and business partners.
Ability to follow detailed instructions and a wide range of procedures requiring some judgment.
Ability to concentrate and avoid mistakes when counting cash.
Proficiency in data entry and typing.
Ability to perform basic mathematical computations using business machines and/or computers.
Ability to stand and/or sit for long periods of time.
Ability to take 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.
Some college education.
Successful completion of an in-house or other approved training program.
Knowledge or understanding of Capital City Bank products and services.

Responsibilities

Provide prompt, efficient, and friendly service to clients and assist with their banking needs, including introducing clients to technology.
Open, close, service, and support accounts, products, and services.
Use programs and procedures to complete work accurately and comply with regulations, including Bank Secrecy Act, Reg CC, privacy, and Currency Transaction Reporting requirements.
Respond to client questions and concerns quickly, courteously, and in a friendly manner.
Cross-sell Bank products and services and promote 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 statuses 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 and withdrawals, check cashing, loan payments, official checks, wires, and safe deposit box payments when applicable.
Keep cash secure, 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.
Follow Banker Standards and practice SGNNT (smile, greet, name, name, thank you).
Provide additional support to the manager and department colleagues.