Retail Banker | Branford

About the role

The Retail Banker (RB) position at Capital City Bank provides prompt, efficient, and friendly service to clients. This role assists clients with their banking needs, introduces them to technology, and provides information about Bank products and services. The goal is to identify opportunities to satisfy clients' and prospective clients' financial needs and goals.

Responsibilities

• 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 and 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.
• Educates clients regarding ID fraud, phishing scams.
• Processes 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.

Requirements

The following requirements are usually acquired through 1-2 years of work experience and/or a combination of work and education. Experience in client service, sales, cash handling is required. Excellent interpersonal skills required to verbally communicate effectively and interact positively with clients, associates, and business partners. 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. Sales, retail, and/or referral experience is preferable, particularly in cross-marketing products and services. Must have attained the age of 18 for coverage under insurance bond. Use of and/or understanding of Capital City Bank products and services is a plus.

Qualifications

A minimum high school diploma or equivalent is required. Some college preferred, but not required. Relevant experience may substitute for the education requirement. Successful completion of in-house training program or other approved training program is a plus.

Skills

The following skills are usually acquired through 1-2 years of work experience and/or a combination of work and education. Experience in client service, sales, cash handling is required. Excellent interpersonal skills required to verbally communicate effectively and interact positively with clients, associates, and business partners. 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. Sales, retail, and/or referral experience is preferable, particularly in cross-marketing products and services.

Benefits

Medical, Dental, and Vision
Life Insurance
401(k) with Matching
Flexible Spending Accounts
Tuition Assistance
Stock Purchase
Discounts on Products and Services
Equal Opportunity Employer/Protected Veterans/Disabled/Drug-Free