While answering questions in the Message Center seems straightforward there are a few best practices we want to live...
How to locate, log, process, and resolve Online Banking (BOL) messages. Desktop Setup Setup your desktop for working through...
Overview What is CutePDF? CutePDF is a tool that is used for merging multiple PDF files into a single...
Clients can contact the Client Services Center to request an account be closed. The request is forwarded to the...
Check Status on the Account You can check the status of a money orders or cashier's checks issued prior...
In certain circumstances we can release pre-authorization holds for clients if the merchant is willing to send in a...
Should a non-client contact us requesting to be removed from our mailing list of Capital City Bank Group (CCBG)...
If expediting a card overseas, the cost is no longer $35. The charge to the client is based on...
Documents processed and collected throughout the workday must be processed at the end of the day. Read through the...
To keep track of our tasks and completed correspondence, and keep the Bank Direct Chat (BDC) inbox organized, monthly...
Opening Breevy (Script) Banker: "Hi! This is your Banker __________. May I have your name?" Client: The client's answer...
Correspondence Procedures By Mail Do the following: Mail to the address on file. Fully verify the client by Reg...
For Electronically Sent Correspondence Requests, follow the chart below:
Keep the following points in mind when chatting with clients: At the beginning of every Chat, ASK with whom...