Quick Keys Xperience Start menu Alt + Home Home Alt + S Tab Right Ctrl + Tab Tab Left...
View Loan Information In Xperience, after you search and find a client's CIF; the left side of the screen...
Click on the accordions below for tips and tricks when you have issues using Xperience: Cannot Launch Any Xperience...
Did you know that you can set Xperience Products to Favorites ? To set up your Favorites: In Xperience,...
Did you know that you can load even more of a client's transaction history? Click the blue arrow to...
Did you know you can view all fee refunds completed during the life of an account? Do the following:...
Did you know that you can recall a list of clients and accounts that you have looked up previously...
Did you know, if your job function code allows you access, you can get accurate loan payoff amounts in...
Did you know you can display detail to see where loan payments were applied? In Xperience >Customer &...
Did you know you can add additional account(s) to a debit card? Note: A business debit card can only be...
Did you know that you can view a deposit that was made at an ATM last night? In Xperience...
Capital City Bank is promoting consumer credit card offers to our clients using an email platform provided by YesMail....
The favorites feature in Synergy allows you to save reports for quick and easy access. See the particular tab...
Did you know you can view the consecutive days overdrawn on an account? This information helps determine when a...
Automated Clearing House (ACH) originator information is for clients and non-clients who inquire about an ACH transaction on their...
Note: If a client has specific questions about taxes, what can be deducted, or how much to pay, direct...
When a client requests the amount of interest paid on his/her US Savings bonds, look up the information to...
To view tax information in Xperience, do the following: Click the client's CIF. Navigate to the Customer Profile tab. Click Related...
Note: If a client has specific questions about taxes, what can be deducted, or how much to pay, direct...
Note: If a client has specific questions about taxes, what can be deducted, or how much to pay, direct...
Clients can contact our offices to request copies of statements for a fee. The statements and their corresponding fees...
Overview Capital City Bank (CCB) partners with Amsive to identify new consumer prospect households across the bank's footprint that...
Capital City Bank does not cash tax refund checks for non-clients. U.S. Treasury and Tax Preparer refund checks are not on...
This report shows the full account number of an external account used by a client to pay his/her loan...
To assist in business development tracking and client needs of Treasury Management deposits, a new field has been added...
Below are common reasons clients may experience issues with accessing our Online Banking Services. Click the names below for...
This report lists the held transactions that caused a client to overdraw his/her account. When to Use Use...
This report lists reasons Automated Clearing House (ACH) items are returned and/or corrected (for example: invalid account number, stop...
If a client wants to close an account and forfeit the remaining funds, do the following: In Xperience, click Customer...
Send all mortgage inquiry referrals to Capital City Home Loans (CCHL). For more information on the loan programs available...
To ensure timely handling of issues involving Capital City Home Loans (CCHL), clients with mortgage inquiries and/or complaints can...
Below is a list of products available for client referrals to CCHL or a CCB Banker. For CCHL referral...
Calls from the 3rd-party company Rate Watch, requesting our rates on deposit and loan products, are time-consuming and cause...
Overview The Medallion Signature Guarantee program is overseen by SupportU. All questions regarding the program should be sent to...
Capital City Bank clients can earn up to $500 in Visa Reward Cards per calendar year by referring their...
To pull statements in Synergy, do the following: In Xperience > Products > Synergy > Search In the Search...
Associates requesting a refund for overdraft or non-sufficient funds (NSF) fees MUST contact Bank Direct
The grace period is a length of time after the loan payment due date has passed and before the...
Visa Purchase Alerts h elp clients know where their money is going . By enrolling in purchase alerts clients can take...
This article describes how the bank processes cash and check deposits in ATMs, and what to do if cash/check...
Associates of Capital City Bank are eligible to receive one free checking account. When building a new Client Information...
The ONLY information that can be verified over the phone is if a money order, cashier's check, personal check,...
Overview When a CCB office is scheduled for closing, the current rented Safe Deposit Boxes must be closed. Clients...
Sales Management maintains a helpful list of Presidents, Lenders, and Administrative Assistant's (AA's) by market location. Click the link...
Clients without a Capital City Bank deposit account may make payments online using our Loan Payment Portal . At...
Capital City Bank (CCB) offers check on a Home Equity Line of Credit (HELOC) accounts. There is no cost...
To inquire on the General Ledger (GL), do the following: In Xperience > Products > SilverLake, choose SilverLake under the...
Dispute Procedures Clients may, at times, dispute the accuracy of a transaction claiming all or some portion of the...
To fix a TIN mismatch alert message, do the following: Ensure the Following Match: Consumer name matches social security...
Did you know, you can search and provide your Treasury Management (TM) clients with a print out of their...
Did you know that Banner Messages in Xperience alert our associates and help to prevent fraud? A banner...
A teller drawer reset is required when an associate does not log off completely, therefore another associate can not...
Through Bank@Work, business clients can offer their employees the benefit of receiving a $50 VISA rewards card when they...
The Certificate of Deposit (CD) Earnings Inquiry screen allows Personal Bankers to compare the total earnings for each rate....
Occasionally a client may have more than one Client Information File (CIF). If you discover multiple CIFs for a...
When opening or revising a business account, if a Business name is printing out as a signer on the...
Overview The Private Client Checking (PCC) account is a deposit product offered to qualified clients through the Private Banking...
When making referrals or connecting clients to other associates it is important to make sure you are reaching out...
The Cassida Pro Series Zeus is a high performance 2-pocket currency discriminator, value counter, and sorter that has the...