Capital City Bank
Universal Associate (Teller & Personal Banker) - Branford
Capital City Bank, Branford, Florida, United States, 32008
Universal Associate (Teller & Personal Banker) - Branford
Job Category:
Office Delivery Requisition Number:
UNIVE003319 Posted: October 3, 2025 Full-Time On-site Locations
Showing 1 location Description
Universal Associate - Capital City Bank - More than your bank. Your banker. Hours: Monday - Friday 40 Hours General Summary The Universal Associate (UA) position provides prompt, efficient and friendly service to clients. This role assists clients with their banking needs, which may include introducing clients to technology. 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. A Universal Associate will be responsive to both Personal Banker and Teller needs of clients. All associates at Capital City Bank have access to confidential client information and must practice discretion at all times. Principal Duties and Responsibilities Must be energetic, engaging and able to handle various client interactions with innovative banking technologies. Opens, closes, services and supports all accounts, products and services. 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. Responds to client questions or concerns in a quick, courteous and friendly manner. 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. Enters data, updates and maintains client information and status of referrals and leads, in Synapsis. Follows procedures for open/close office and robbery response. Educate clients regarding ID fraud, phishing scams. Process consumer and commercial transactions, i.e.: account deposits/withdrawals, check cashing, loan payments, Official Checks, wires, and safe deposit box payments, when applicable. Keeps cash secure and maintains a high level of safety and security. Maintains cash levels; balances cash drawer daily; scans Teller work. Follows procedures including researching, and locating outages, thereby limiting violations of Teller and Personal Banker Performance Balancing Standards. Attends meetings and training sessions, as required. Knowledge, Skills and Abilities (KSA) Required Experience in client service, sales, cash handling Requires concentration to avoid mistakes in counting cash. Ability to perform basic mathematical computations using various business machines and/or computers. Ability to stand and/or sit for long periods of time. Ability to apply initiative and work with minimal supervision. Ability to exercise sound and reasonable judgement. Sales, retail and/or referral experience is preferable, particularly in cross-marketing products and service. Must have attained the age of 18 for coverage under insurance bond. Use of and/or understand of Capital City Bank products and services is a plus. Education Minimum high school diploma or equivalent required. Relevant client service and referral experience may substitute for the education requirement. Working Conditions Works at desk in lobby and behind Teller line. Regular face-to-face contact with clients. Repetitive motions. Some lifting 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. 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. 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 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Job Category:
Office Delivery Requisition Number:
UNIVE003319 Posted: October 3, 2025 Full-Time On-site Locations
Showing 1 location Description
Universal Associate - Capital City Bank - More than your bank. Your banker. Hours: Monday - Friday 40 Hours General Summary The Universal Associate (UA) position provides prompt, efficient and friendly service to clients. This role assists clients with their banking needs, which may include introducing clients to technology. 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. A Universal Associate will be responsive to both Personal Banker and Teller needs of clients. All associates at Capital City Bank have access to confidential client information and must practice discretion at all times. Principal Duties and Responsibilities Must be energetic, engaging and able to handle various client interactions with innovative banking technologies. Opens, closes, services and supports all accounts, products and services. 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. Responds to client questions or concerns in a quick, courteous and friendly manner. 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. Enters data, updates and maintains client information and status of referrals and leads, in Synapsis. Follows procedures for open/close office and robbery response. Educate clients regarding ID fraud, phishing scams. Process consumer and commercial transactions, i.e.: account deposits/withdrawals, check cashing, loan payments, Official Checks, wires, and safe deposit box payments, when applicable. Keeps cash secure and maintains a high level of safety and security. Maintains cash levels; balances cash drawer daily; scans Teller work. Follows procedures including researching, and locating outages, thereby limiting violations of Teller and Personal Banker Performance Balancing Standards. Attends meetings and training sessions, as required. Knowledge, Skills and Abilities (KSA) Required Experience in client service, sales, cash handling Requires concentration to avoid mistakes in counting cash. Ability to perform basic mathematical computations using various business machines and/or computers. Ability to stand and/or sit for long periods of time. Ability to apply initiative and work with minimal supervision. Ability to exercise sound and reasonable judgement. Sales, retail and/or referral experience is preferable, particularly in cross-marketing products and service. Must have attained the age of 18 for coverage under insurance bond. Use of and/or understand of Capital City Bank products and services is a plus. Education Minimum high school diploma or equivalent required. Relevant client service and referral experience may substitute for the education requirement. Working Conditions Works at desk in lobby and behind Teller line. Regular face-to-face contact with clients. Repetitive motions. Some lifting 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. 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. 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 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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