Retail Banker | Havana

Capital City Bank Group, Inc.•Havana, FL

2d•Onsite

About The Position

The Retail Banker provides prompt, efficient, and friendly service to clients and helps address their banking needs, including introducing them to banking technology. The role explains Bank products and services and identifies opportunities to meet the financial needs and goals of current and prospective clients. Retail Bankers support both Personal Banker and Teller functions and follow established policies and procedures. Associates must handle confidential client information discreetly and adhere to the Bank’s standards and required training.

Requirements

Experience in client service, sales, and cash handling is required; the listed knowledge, skills, and abilities 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 effectively with clients, associates, and business partners.
Ability to follow detailed instructions and 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 stand and/or sit for long periods.
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, or referral experience, particularly cross-marketing products and services.
Some college education.
Familiarity with Capital City Bank products and services.
Successful completion of an in-house or other approved training program.

Responsibilities

Open, close, service, and support accounts, products, and services.
Use programs and procedures to complete work accurately and comply with applicable regulations, including the Bank Secrecy Act, Regulation CC, privacy requirements, and currency transaction reporting.
Respond to client questions and concerns promptly and courteously.
Cross-sell Bank products, services, marketing campaigns, and initiatives to meet client needs and achieve individual, division, and Bank goals.
Enter 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.
Provide additional support to the manager and department colleagues.
Follow Banker Standards and practice SGNNT (smile, greet, name, name, thank you).