Universal Associate; Teller & Personal Banker -Quincy

Universal Associate (Teller & Personal Banker) - Quincy

Job Category
:
Office Delivery

Requisition Number
: UNIVE
003351

• Posted:
  November 10, 2025
• Full-Time
• On-site

Showing 1 location

Quincy
Quincy Office
4 E Washington Street
Quincy, FL 32351, USA

Universal Associate - Capital City Bank - More than your bank. Your banker.

Hours:

Monday - Friday 40 Hours

8:00 a.m.

- 5 p.m.

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

• 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 , 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.

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.

• 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…