Preferred on year of banking or client service experience.Relevant experience may substitute for the education requirement Minimum, high school diploma or equivalent.Ability to follow detailed instructions and a wide range of procedures requiring some judgement.Ability to communicate effectively and interact positively with all clients as well as fellow associates.Ability to prioritize work and multi-task.Ability to apply initiative and work with little supervision.Extensive knowledge of bank policies and procedures.Exercises high level of sound and reasonable judgment.The following KSAs are usually acquired through work experience and/or specialized course(s): Knowledge, Skills and Abilities (KSAs) Required: Completes all assigned/required Bank training within established timelines.Provides additional support to manager and department colleagues.Assists in other areas of the department during peak times, when needed.Associates will consistently follow policies and procedures as established by Capital City Bank, with department managers setting the standard. One year commitment to position is required, before internal posting for other positions within the Bank is permitted.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.Attends necessary sales and product training sessions.Cross-sell relevant products and services and refer clients to other departments, as appropriate.Originates credit card applications via incoming calls.Provides client with information about Bank products and services via phone, chat and email.Associate must have strong written and verbal communication skills and be able to handle multiple tasks with strong organizational skills.Īll associates at Capital City Bank have access to confidential client information, and must practice discretion at all times. This position requires extensive knowledge of the company structure and its products and services to maximize the profit potential of each client via virtual channels. Associate will handle incoming and outgoing phone calls, chats and emails of a routine nature with the intent of providing client satisfaction and retention however, some transactions may require deviation from standard screens, scripts and procedures. Providing client service is the primary function of this position with a strong focus on strengthening relationships by offering new or additional products and services. Must not have excess of 48 hours of unscheduled PTO.Minimum Quality Assurance average of 96%.Requirements That Must Be Met To Qualify For Position: It is the intent of this department that all associates be cross-trained and it is anticipated that a Universal Specialist will work in both position capacities on a daily basis to stay fully trained. Tenured associates that have worked as Personal Banker or other pertinent positions may need some limited training. Associates will be monitored to ensure fully functioning in both positions.
Īssociate must be in primary position 6 months and will be responsible for being cross-trained into second position within 1 year. This Chat Position may be required to occasionally work until 10:00 pm, some Saturdays 9:00 am - 12:00 pm, 12:00 pm - 4:00 pm and Sundays 1:00 pm - 4:00 pm.*Applicant must live within 30 minutes of the office location and some work within the office will be required* Direct Banking Universal Specialist (Chat) - More than your bank.
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