Articles

• Xperience Quick Reference Guide Quick Keys Xperience Start menu Alt + Home Home Alt + S Tab Right Ctrl + Tab Tab ...
• Xperience Loan Account Reference Guide View Loan Information In Xperience, after you search and find a client's CIF; the...
• Xperience Tips and Tricks Click on the accordions below for tips and tricks when you have issues using Xper...
• Xperience Links and Favorites Did you know that you can set Xperience Products to Favorites ? To set up your Fa...
• Transaction History Did you know that you can load even more of a client's transaction history? Click...
• Viewing Fee Refunds Did you know you can view all fee refunds completed during the life of an account...
• Most Recent Client Searches Did you know that you can recall a list of clients and accounts that you have loo...
• Loan Payoff Quote Did you know, if your job function code allows you access, you can get accurate l...
• Loan Payment History Breakdown Did you know you can display detail to see where loan payments were applied?   In...
• Debit Card Associated Account(s) Did you know you can add additional account(s) to a debit card?  Note: A business...
• Viewing ATM Deposits Did you know that you can view a deposit that was made at an ATM last night? In X...
• Elan eMail Marketing Campaign Capital City Bank is promoting consumer credit card offers to our clients using a...
• Synergy Favorites The favorites feature in Synergy allows you to save reports for quick and easy ac...
• Consecutive Over Draft Days in Xperience Did you know you can view the consecutive days overdrawn on an account? This info...
• ACH Originator Information Automated Clearing House (ACH) originator information is for clients and non-clie...
• Client Requests in Writing 1098, 1099-INT, or Interest Letter Note: If a client has specific questions about taxes, what can be deducted, or ho...
• Interest Paid on US Savings Bonds When a client requests the amount of interest paid on his/her US Savings bonds, l...
• View Client Tax Information To view tax information in Xperience, do the following: Click the client's CIF. N...
• Form 1099-INT Tax Document Note: If a client has specific questions about taxes, what can be deducted, or ho...
• Form 1098 Tax Document Note: If a client has specific questions about taxes, what can be deducted, or ho...
• Requests for Statements and Applicable Fees Clients can contact our offices to request copies of statements for a fee. The st...
• New Consumer Account Acquisition Campaign Overview Capital City Bank (CCB) partners with Amsive to identify new consumer pr...
• Tax Refund Guide Capital City Bank does not cash tax refund checks for non-clients. U.S. Treasury ...
• Synergy Report AC7100P FILE EDIT LIST This report shows the full account number of an external account used by a client...
• Treasury Management Banker To assist in business development tracking and client needs of Treasury Managemen...
• Troubleshoot Online Banking Services Below are common reasons clients may experience issues with accessing our Online ...
• Synergy Report ATHLD 01R HELD TRANSACTIONS This report lists the held transactions that caused a client to overdraw his/her ...
• Returned ACH Loan Payments This report lists reasons Automated Clearing House (ACH) items are returned and/o...
• Closing Accounts and Forfeiting Funds If a client wants to close an account and forfeit the remaining funds, do the fol...
• CCHL Mortgage Referrals Send all mortgage inquiry referrals to Capital City Home Loans (CCHL). For more i...
• CCHL Complaints To ensure timely handling of issues involving Capital City Home Loans (CCHL), cli...
• CCB Loan vs. CCHL Loan Below is a list of products available for client referrals to CCHL or a CCB Banke...
• Handling Phone Calls from Rate Watch Calls from the 3rd-party company Rate Watch, requesting our rates on deposit and ...
• Securities Transfer Agents Medallion Program (STAMP) Overview The Medallion Signature Guarantee program is overseen by SupportU. All q...
• Referral Rewards - ReferLive Capital City Bank clients can earn up to $500 in Visa Reward Cards per calendar y...
• Statements in Synergy To pull statements in Synergy, do the following: In Xperience > Products > ...
• OD/NSF Paying and Refunds for Associates Associates requesting a refund for overdraft or non-sufficient funds (NSF) fees M...
• Loan Late Fees and Grace Periods The grace period is a length of time after the loan payment due date has passed a...
• Visa - Purchase Alerts Visa Purchase Alerts h elp clients know where their money is going . By enrolling...
• Processing ATM Cash and Check Deposits This article describes how the bank processes cash and check deposits in ATMs, an...
• Associate Accounts Associates of Capital City Bank are eligible to receive one free checking account...
• Funds Verification by Phone The ONLY information that can be verified over the phone is if a money order, cas...
• Office Closing - Safe Deposit Box Handling Overview When a CCB office is scheduled for closing, the current rented Safe Depo...
• Presidents, Lenders, and AA's by Market List Sales Management maintains a helpful list of Presidents, Lenders, and Administrat...
• Payment Process for a Loan Only Client Clients without a Capital City Bank deposit account may make payments online usin...
• Ordering HELOC Checks Capital City Bank  (CCB) offers check on a Home Equity Line of Credit (HELOC) acc...
• General Ledger (GL) Inquiry To inquire on the General Ledger (GL), do the following:  In Xperience > Produ...
• Teller Transaction Dispute Procedures Dispute Procedures Clients may, at times, dispute the accuracy of a transaction c...
• IRS TIN Mismatch To fix a TIN mismatch alert message, do the following: Ensure the Following Match...
• Analysis Statement for Treasury Management Did you know, you can search and provide your Treasury Management (TM) clients wi...
• Xperience Banner Messages Did you know that Banner Messages in Xperience alert our associates and help to p...
• Teller Drawer Reset A teller drawer reset is required when an associate does not log off completely, ...
• Bank@Work Through Bank@Work, business clients can offer their employees the benefit of rece...
• CD Earnings Inquiry Screen The Certificate of Deposit (CD) Earnings Inquiry screen allows Personal Bankers t...
• Combining CIFs Occasionally a client may have more than one Client Information File (CIF). If yo...
• Re-sequencing Business Signers When opening or revising a business account, if a Business name is printing out a...
• Private Client Checking Retail Quick Reference Guide Overview The Private Client Checking (PCC) account is a deposit product offered t...
• Who To Contact: Private Banking When making referrals or connecting clients to other associates it is important t...
• Currency/Cash Counting Machine The Cassida Pro Series Zeus is a high performance 2-pocket currency discriminator...