Direct Banker Universal - Specialist - Chat - Southwood Location

Direct Banker Universal - Specialist - Chat - Southwood Location

Job Category : Office Delivery

Requisition Number : DIREC003339

Hours : Mon - Fri 9a.m. - 6 p.m. Some Saturdays

Cross-trained Positions : Direct Banker I Chat Direct Banker II Chat

Associate must be in primary position 6 months and will be responsible for being cross-trained into second position within 1 year. Associates will be monitored to ensure fully functioning in both positions. Tenured associates that have worked as Personal Banker or other pertinent positions may need some limited training.

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.

General Summary : 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. 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. 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 must have strong written and verbal communication skills and be able to handle multiple tasks with strong organizational skills.

All associates at Capital City Bank, Capital City Investments, Capital City Trust Company, Capital City Strategic 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 via phone, chat and email.
• Backs up in all areas, as needed
• Originates credit card applications via incoming calls.
• Cross-sell relevant products and services and refer clients to other departments, as appropriate
• Attends necessary sales and product training sessions
• One year commitment to position is required, before internal posting for other positions within the Bank is permitted

Associated duties :

Knowledge, Skills and Abilities (KSAs) Required :

Education :

Working Conditions :

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

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, Capital City Strategic 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.

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.