Universal Associate - Madison

Universal Associate | Capital City Bank

• More than your bank. Your banker.

Hours

Monday

• Friday 40 Hours

General Summary

The Universal Associate (UA) position has multiple responsibilities within the Retail Office. This position reports to Retail Office Delivery. In addition to retail in-office duties, the UA may also be expected to actively participate in community organizations and events to generate goodwill and business development opportunities; working within time and budget constraints.

Retail Summary

Provides prompt, efficient and friendly service to clients. This role assists clients with all facets of their banking needs, which may include processing of Teller transactions, completion of Personal Banker tasks or introducing clients to technology available in our Express office environment. Provides information about Bank products and services as well as identifies opportunities through conversations to satisfy clients' and prospective clients' financial needs and goals. Follows established policies and procedures.

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

Principal Duties and Responsibilities Are Reflective of a Universal Associate and Not Necessarily in Order of Frequency or Importance

1.Must be energetic, engaging and able to handle various client interactions with innovative banking technologies.

2.Opens, closes, services and supports all accounts, products and services.

3.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.

4.Responds to client questions or concerns in a quick, courteous and friendly manner.

5.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.

6.Enters data, updates and maintains client information and status of referrals and leads, in the Synapsys software platform.

7.Follows procedures for open/close office and robbery response.

8.Educate clients regarding ID fraud, phishing scams.

9.Process consumer and commercial transactions, including account deposits/withdrawals, check cashing, loan payments, Official Checks, wires, and safe deposit box payments, when applicable.

10. Keeps cash secure and maintains a high level of safety and security. Maintains cash levels; balances cash drawer daily; scans Teller work.

11. Follows procedures including researching, and locating outages, thereby limiting violations of Teller and Personal Banker Performance Balancing Standards.

12. Attends meetings and training sessions, as required.

13. Retrieve client data and transactions and appropriately updates account records.

14. May accompany CXM or other business partners on sales calls to generate new Bank business.

15. Actively participate in community involvement to build Bank reputation and potential contacts.

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 at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, 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 1-2 year's work experience and/or a combination of work and education. Experience in client service, sales, cash handling is required.

1.Excellent interpersonal skills required to verbally communicate effectively and interact positively with clients, associates and business partners.

2.Ability to follow detailed instructions and a wide range of procedures requiring some judgement.

3.Requires concentration to avoid mistakes in counting cash.

4.Proficiency in data entry/typing.

5.Ability to perform basic mathematical computations using various business machines and/or computers.

6.Extensive knowledge of Bank policies and procedures.

7.Ability to apply initiative and work with little supervision.

8.Ability to communicate effectively and interact positively with all clients as well as fellow associates.

9.Ability to prioritize work and delegate when appropriate.

10. Must be knowledgeable and familiar with PCs.

11. Ability to stand and/or sit for long periods of time.

12. Ability to apply initiative and work with minimal supervision.

13. Ability to exercise sound and reasonable judgment.

14. Sales, retail and/or referral experience is preferable, particularly in cross-marketing products and service.

15. Must have attained the age of 18 for coverage under insurance bond.

16. Use of and/or understand of Capital City Bank products and services is a plus.

Education

High school diploma or equivalent. Relevant client service and referral experience may substitute for the education requirement.

Working Conditions

1.Must be mobile to relocate to various work locations within the office.

2.Regular face-to-face contact with clients.

3.Repetitive motions.

4.Close visual acuity.

5.Some lifting of heavy coins.

6.Position requires sitting, standing, stooping, kneeling, and squatting.

7.Receiving currency from all sources may cause environment to be temporarily sullied.

8.Lobby environment requires professional demeanor, conduct and appearance.

9.Multi-task using several computer applications

10. Fast pace with some difficult and stressful client situations

11. Calls may be monitored/recorded for review and/or training purposes.

12. Regular contact with clients, associates, supervisors via phone/Lync instant messaging/email

13. 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 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.