Overview The Client Experience Manager (CXM) and/or Lead Teller (LT) is responsible for ensuring monthly Safe Deposit Box (SDB)...
This monthly report details the total fee income, fee waivers, and total transactions generated in each office from check cashing....
View the Debit Cards Issued and Debit Card Fees reports from File Explorer > Operations J: Drive > Teller...
Waiving Overdraft (OD) Item Fees and Not Sufficient Funds (NSF) Item Fees is done when decisioning each days overdraft...
Quarterly review of office records are performed by the Internal Control Specialists (ICS) team. Various categories of documentation are reviewed and...
Regulation E (Reg. E) requires consumer clients to choose to either opt-in or opt-out of the provision that allows...
Ceto Cash Calculator is used for cash order and deposit recommendations. These recommendations will assist the Lead Teller (LT) in directing...
The Revenue Retention Report is a monthly report that compiles data on various revenue streams within the retail office....
Each month, once the Performance Standards Record has been submitted the information feeds into the Teller Performance Standards report...
This daily report shows all Certificate of Deposit (CD) accounts that have matured, but the client hasn't redeemed the...
The Image Exception Clearings (IEC) Report is a daily report that details errors in the teller work from the previous day....
Chargeback items occur when a paying bank (the bank a check is drawn on) refuses to honor a check...
This monthly report details the number of consumer and business accounts opened at each office and in each region...
This monthly report displays sales for Capital City Wealth: Investment Services, Merchant Services, and Other referrals by each region, by...
Each office is assigned goals for quarterly credit card sales. To access these reports: File Folder > Operations J:...
This is a monthly report that details the Home Equity Production from each office along with totals for quarterly...
Process Merchant Services goals are established for each office on an annual basis and must be met quarterly. ...
This monthly report displays the total monthly loans produced by Personal Banker IIs and Client Experience Managers in each office...
This quarterly report, most commonly referred to as the Significant 7 Scorecard, ranks offices in accordance to their performance...
These monthly reports detail checks cashed with and without fees by each region, office and associate. To access...
This monthly report lists the errors that occurred at account closing. Associates are emailed daily if errors from the...
This monthly report displays the total transactions in each region and office per month. The report lists totals by...
To access report: File Folder > Operations (J:) Drive > Lead Teller > Reporting > Office > Personal Banker-Activity...
Synapsys reports allow Managers to view sales efforts via Referrals Sent, associate cross sell ratios and outbound calling efforts....
This monthly report details the amount and receiving bank name for all wires sent by date, Region and Office....
Process Capital City Bank (CCB) is partnered with Elan Financial Services in order to offer our clients consumer and...