Retail Banker (TSA) | Monticello

Capital City Bank; Monticello (FL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Life Insurance

401(k) with Matching

Flexible Spending Accounts

Tuition Assistance

Stock Purchase

Job summary

Capital City Bank in Monticello, FL is hiring a Retail Banker (TSA) focused on delivering excellent client experiences on a full-time schedule Monday through Friday, with some Saturdays. The role handles cash checks, deposits, and a variety of teller transactions, while balancing drawers and following bank policies.

You'll build relationships, cross-sell products, and refer services to meet client needs. A valid driver's license and reliable transportation are required.

Qualifications

• High school diploma or equivalent; college is a plus.
• Cash handling experience and accuracy.
• Strong customer service and sales abilities.
• Reliable transportation and valid driver's license.
• Ability to follow procedures and meet performance standards.

Responsibilities

• Balance daily cash drawer and process daily transactions.
• Handle deposits, withdrawals, checks, and loan payments.
• Open and close teller window; complete CTRs.
• Advise on bank products; cross-sell and refer services.
• Provide excellent client experience and resolve inquiries.
• Travel to offices to cover staffing shortages as needed.

Skills

Cash handling

Customer service

Sales experience

Interpersonal skills

Driving license

Attention to detail

Education

High School Diploma

Job description

Description

Retail Banker (TSA) - More Than Your Bank. Your Banker.

Full Time - M-F 40 hours

Some Saturdays

General Summary

Under general supervision, but in conformance with established Bank policies and procedures, cash checks, receive deposits, and perform a variety of transactions as requested by the client. Responsible for balancing each day’s transactions and maintaining cash drawer. Answers general questions regarding Bank products/services, recommends additional services to clients and makes referrals accordingly. Responsible for selling, cross-selling and referring Bank products and services. Provides an excellent client experience, including a wide range of client inquiries or concerns either through direct personal action or referral to the appropriate department. Travels and works in offices that are experiencing Teller or Personal Banker staffing shortages on the Teller line.

This position requires the associate to drive on behalf of the Bank and the associate must adhere to Bank's Motor Vehicle Guidelines. May require increased minimum limits and therefore an increase in premiums.

All associates at Capital City Bank, Capital City Wealth, and Capital City Home Loans have access to confidential client information and must practice discretion at all times.

Principal Duties and Responsibilities

• Recommends and refers additional Bank services and products, retaining a working knowledge of all Bank services and products to the extent that the majority of client inquiries are easily and accurately answered.
• Accepts deposits and withdrawals from clients on business, personal and savings accounts.
• Accepts checks for cashing or paying, and verifies endorsements and funds.
• Works deposits from Drop and Go.
• Accepts consumer/commercial and other bank loan payments.
• Balances teller drawer as needed.
• Opens and closes Teller window in accordance with procedures.
• Completes Currency Transaction Report (CTR) and hold forms as required.
• Attends meetings as required.
• Issues cash advances.
• Sells and processes new demand and time deposit accounts.
• Prepares paperwork for opening new accounts, orders checks and Debit/ATM cards, and provides materials as needed.
• Researches and resolves problems and responds to client inquiries on account status.
• Keeps informed of changes in Bank services and procedures.
• Assists in other areas of the Bank during peak business hours, when needed.
• Six month commitment to position is required, before internal posting for other positions within the Bank is permitted.

Employer determines the essential functions of the job.

All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT (smile, greet, name, name, thank you) at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, Capital City Wealth, and Capital City Home Loans, with department managers setting the standard.

Associated Duties

Provides additional support to manager and department colleagues.

Completes all assigned/required Bank training within established timelines.

Knowledge, Skills and Abilities (KSA) Required

The following KSAs are usually acquired through high school education with specialized business training course(s) and/or three to twelve months cash handling experience:

• Completion of in-house Personal Banker I training.
• Must have reliable transportation, a valid driver’s license, and a clean driving record.
• Excellent interpersonal skills, ability to communicate effectively and interact positively with clients as well as fellow associates.
• Ability to follow detailed instructions and a wide range of procedures requiring some judgment.
• Requires concentration to avoid mistakes in counting cash.
• Ability to perform basic mathematical computations using various business machines and/or computers.
• Ability to apply initiative and work with little supervision.
• Ability to exercise sound and reasonable judgment.
• Ability to stand for long periods of time.
• Ability to print legibly and accurately on forms and records.
• Sales experience is preferable, particularly in cross-marketing products and services.
• Must have attained the age of 18 for coverage under insurance bond.
• Must adhere to Bank's Motor Vehicle Guidelines.

Education

Minimum high school diploma or equivalent 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.

Working Conditions

• Travel to various offices. Driving as required by position.
• Regular contact with clients, associates and supervisor.
• Repetitive motions.
• Some handling of heavy coins.
• Position requires sitting, standing, stooping, kneeling, and squatting.
• Receiving currency from all sources may cause environment to be temporarily sullied.
• Lobby environment requires professional demeanor, conduct and appearance.
• Receiving currency from all sources causes environment to be temporarily unclean.
• In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity.

Capital City Bank associates are our greatest asset. We offer the following benefits:

• Medical, Dental and Vision
• Life Insurance
• 401(k) with Matching
• Flexible Spending Accounts
• Tuition Assistance
• Stock Purchase
• Discounts on Products and Services

EOE/Protected Veterans/Disabled/Drug Free

The above declarations are not intended to be an "all-inclusive" list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.

THIS JOB DESCRIPTION DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This job description does not restrict Capital City Bank, Capital City Wealth, and Capital City Home Loans from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.

Qualifications

Education

Preferred

High School or better.

Experience

Required

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.