Capital City Bank Group Benefits Overview

Supports financial advisors and investment assistants with wealth management operations, including account forms, financial plan data entry, CRM updates, client meeting notes, proposals, onboarding, workflow optimization, email distribution lists, and advisory review reports. The role also provides phone coverage and general departmental support while maintaining confidentiality and professional banking standards.

Leads banking activities across the Atlanta-Marietta market, including sales growth, lending, credit oversight, compliance, budgeting, community engagement, and client development. Manages bankers and lending staff, sets and monitors production goals, develops strategic market plans, oversees loan portfolios, enforces policies, and serves as the bank’s community representative. The role also manages direct reports, coordinates with banking partners, and drives revenue production initiatives.

Provides administrative and lending support for consumer, commercial, and real estate loan portfolios. Responsibilities include assisting clients, preparing loan applications and documentation, processing and closing loans, clearing documentation exceptions, preparing reports, supporting lender business development, and coordinating with Loan Servicing. The role requires accurate work, sound judgment, client service, confidentiality, and proficiency with office and banking systems.