Direct Banker I Multi-lingual | Southwood

Direct Banker I - Multi-lingual - More than your bank, your banker.

Hours: Mon - Fri: 8 a.m. - 6 p.m.

General Summary

Associate will handle predominantly incoming calls of a routine nature with the intent of providing client satisfaction and retention; however, some calls may require deviation from standard screens, scripts and procedures. Servicing clients is the primary function of this position with a strong focus on strengthening relationships by offering new or additional products and services. This position requires extensive knowledge of the company structure and its products and services to maximize the profit potential of each client via the telephone. Associate must be able to handle multiple tasks and have strong organizational skills. Additionally, associate will be required to meet and track monthly sales and service goals.

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

• Provides client with information about Bank products and services


• Follow up on sales and service requests


• Cross-sell relevant products and services and refer clients to other departments, as appropriate and submit monthly sales tracking report


• Understand general knowledge of consumer, commercial and real estate loan information
  so referrals can be forwarded to the appropriate lender


• Originates credit card applications


• Via use of a personal computer, summon client data and transactions and appropriately updates account records


• Submit maintenance requests and error resolutions


• Attends necessary sales and product training sessions in order to maintain sales
  proficiency


• Assists in other areas of the department during peak times, when needed


• Provides additional support to manager and department colleagues


• One year 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 (KSAs) Required

The following KSAs are usually acquired through work experience and/or specialized course(s):

• Fluent English and Spanish as a bilingual Associate (written and verbal)


• Ability to exercise sound and reasonable judgment


• Ability to apply initiative and work with little supervision


• Ability to prioritize work and multi-task


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


• Must be knowledgeable and familiar with PCs


• Use and knowledge of standard office equipment


• Proficiency in data entry/typing

Education

• Minimum, high school diploma or equivalent required. Some college preferred


• Successful completion of in-house training program or other approved training program will be considered.

Working Conditions

• Regular contact with clients, associates and supervisors in an open cubical environment


• Communication via phone, e-mail and fax


• All calls are recorded; calls will be reviewed for monthly silent or side-by-side peer monitoring


• Multi-task using several computer applications


• Fast pace and occasional stressful situations


• Ability to sit for long periods of time


• 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 Investments, Capital City Trust Company, 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.