Articles

• Monthly Safe Deposit Box Reports Overview The Client Experience Manager (CXM) and/or Lead Teller (LT) is responsib...
• Check Cashing Fee Analysis Reports This monthly report details the total fee income, fee waivers, and total transact...
• Debit Card Reports View the Debit Cards Issued and Debit Card Fees reports from File Explorer > O...
• Retail Monthly NSF.OD Fees Report Waiving Overdraft (OD) Item Fees and Not Sufficient Funds (NSF) Item Fees is done...
• Office Record Review (ORR) Report Quarterly review of office records are performed by the Internal Control Speciali...
• Reg E Report Regulation E (Reg. E) requires consumer clients to choose to either  opt-in  or  ...
• Ceto Report Ceto Cash Calculator is used  for cash order and deposit recommendations. These r...
• Revenue Retention Report The Revenue Retention Report is a monthly report that compiles data on various re...
• Teller Performance Standards Report Each month, once the Performance Standards Record has been submitted the informat...
• CD Matured and not Redeemed Report This daily report shows all Certificate of Deposit (CD) accounts that have mature...
• Image Exception Report The Image Exception Clearings (IEC) Report is a daily report that details errors ...
• Chargeback Notifications Chargeback items occur when a paying bank (the bank a check is drawn on) refuses ...
• Business and Consumer Accounts Opened Report This monthly report details the number of consumer and business accounts opened a...
• CCI.MS.Other Referrals Report This monthly report displays sales for Capital City Wealth: Investment Services, ...
• Credit Card Reports Each office is assigned goals for quarterly credit card sales.   To access these ...
• Home Equity Production Report This is a monthly report that details the Home Equity Production from each office...
• Merchant Services Report Process Merchant Services goals are established for each office on an annual basi...
• Personal Banker II Loan Production Report This monthly report displays the total monthly loans produced by Personal Banker ...
• Office Scorecard & Record Review Report This quarterly report, most commonly referred to as the Significant 7 Scorecard, ...
• Check Cashing Fee Reports These monthly reports detail checks cashed with and without fees by each region, ...
• Closed Account Errors Report This monthly report lists the errors that occurred at account closing. Associates...
• Teller Transaction Report This monthly report displays the total transactions in each region and office per...
• Personal Banker Activity Report To access report:  File Folder > Operations (J:) Drive > Lead Teller > R...
• Synapsys Reports Synapsys reports allow Managers to view sales efforts via Referrals Sent, associa...
• Retail Office Delivery Wire Report This monthly report details the amount and receiving bank name for all wires sent...
• Elan Reports Process Capital City Bank (CCB) is partnered with Elan Financial Services in orde...