Client-Centric Banking Advisor

Capital City Bank; Monticello (FL); On-site; USD 36,000 - 56,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Life Insurance

401(k) with Matching

Flexible Spending Accounts

Tuition Assistance

Stock Purchase

Discounts on Products and Services

Job summary

Capital City Bank seeks a Retail Banker to deliver prompt, friendly service, open and service accounts, process transactions, and educate clients about technology and banking products to meet their financial goals. This role emphasizes accurate record-keeping and security.

This full-time position (Mon-Fri 40 hours, some Saturdays) requires energetic, engaging individuals who can cross-sell, maintain accurate records, follow procedures, and uphold banking standards and security.

Qualifications

• KSAs are usually acquired through 1-2 years of work experience and/or education.
• Experience in client service, sales, cash handling is required.
• Excellent interpersonal skills for verbal communication with clients and colleagues.

Responsibilities

• Opens, closes, services and supports accounts, products and services.
• Cross-sells Bank products to meet client needs and bank goals.
• Educates clients about ID fraud, phishing scams and security best practices.
• Processes consumer and commercial transactions (deposits, withdrawals, wires, checks).
• Maintains cash drawer, balances cash daily, and ensures workplace security.
• Responds to client questions in a quick, courteous manner.
• Keeps client information up to date in the system (Synapsis).

Skills

Excellent interpersonal skills

Customer service

Sales experience

Cross-selling

Attention to detail

Stamina for standing

Education

High school diploma or equivalent

Some college preferred

Tools

Synapsis

Job description

Capital City Bank seeks a Retail Banker to deliver prompt, friendly service, open and service accounts, process transactions, and educate clients about technology and banking products to meet their financial goals. This role emphasizes accurate record-keeping and security.

This full-time position (Mon-Fri 40 hours, some Saturdays) requires energetic, engaging individuals who can cross-sell, maintain accurate records, follow procedures, and uphold banking standards and security.