Must have attained the age of 18 for coverage under insurance bond.ġ1. Sales, retail and/or referral experience is preferable, particularly in cross-marketing products and service.ġ0. Ability to exercise sound and reasonable judgement.ĩ. Ability to apply initiative and work with minimal supervision.Ĩ. Ability to stand and/or sit for long periods of time.ħ. Ability to perform basic mathematical computations using various business machines and/or computers.Ħ. Requires concentration to avoid mistakes in counting cash.ĥ.
Ability to follow detailed instructions and a wide range of procedures requiring some judgement.ģ.
Excellent interpersonal skills required to verbally communicate effectively and interact positively with clients, associates and business partners.Ģ. Experience in client service, sales, cash handling is required.ġ. The following KSAs are usually acquired through 1-2 year’s work experience and/or a combination of work and education. Knowledge, Skills and Abilities (KSA) Required: Provides additional support to manager and department colleagues.Ĭompletes all assigned/required Bank training within established timelines. Associates will consistently follow policies and procedures as established by Capital City Bank, with department managers setting the standard. Attends meetings and training sessions, as required.Įmployer determines the essential functions of the job.Īll associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT at all times. Follows procedures including researching, and locating outages, thereby limiting violations of Teller and Personal Banker Performance Balancing Standards.ġ2. Maintains cash levels balances cash drawer daily scans Teller work.ġ1. Keeps cash secure and maintains a high level of safety and security.
Process consumer and commercial transactions, i.e.: account deposits/withdrawals, check cashing, loan payments, Official Checks, wires, and safe deposit box payments, when applicable.ġ0. Educate clients regarding ID fraud, phishing scams.ĩ. Follows procedures for open/close office and robbery response.Ĩ. Enters data, updates and maintains client information and status of referrals and leads, in Synapsis.ħ.
Cross-sells Bank products and services, marketing campaigns and initiatives, to new and existing clients to meet their needs as well as attain individual, division and Bank goals.Ħ. Responds to client questions or concerns in a quick, courteous and friendly manner.ĥ. 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.Ĥ. Opens, closes, services and supports all accounts, products and services.ģ. Must be energetic, engaging and able to handle various client interactions with innovative banking technologies.Ģ. Principal Duties and Responsibilities Are Reflective of a Universal Associate and Not Necessarily in Order of Frequency or Importance:ġ. Follows established policies and procedures.Ī Universal Associate will be responsive to both Personal Banker and Teller needs of clients.Īll associates at Capital City Bank have access to confidential client information and must practice discretion at all times. Provides information about Bank products and services as well as identifies opportunities through conversations to satisfy clients’ and prospective clients’ financial needs and goals. This role assists clients with their banking needs, which may include introducing clients to technology. The Universal Associate (UA) position provides prompt, efficient and friendly service to clients. Universal Associate - Capital City Bank - More than your bank.
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