What are the responsibilities and job description for the Customer Service Representative position at Capital Bank NA?
About Us
Capital Bank N.A. is headquartered in Maryland, and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $2 billion in assets. We offer commercial and consumer banking services to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey.
Come join a bank where our employees thrive and are engaged in meaningful work. For the last 4 out of 5 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker.
Position Purpose
This role is responsible for performing tasks directly related to servicing deposit accounts which include but are not limited to processing financial transactions, opening new accounts, processing changes to existing accounts, and conducting research to resolve problem situations. This role ensures a high level of customer satisfaction through the delivery of superior service, and conducts all tasks following established bank policies and procedures.
This role will identify opportunities to cross-sell additional products and services to existing customers. In this role you will work in partnership with Relationship Managers, Commercial Lenders, and Treasury Management Specialists, to assist customers with the establishment of new deposit accounts and ancillary deposit services.
Position Responsibilities
- Responsible for performing tasks directly related to servicing deposit accounts which include but are not limited to processing financial transactions, opening new accounts, processing changes to existing accounts, and conducting research to resolve problem situations.
- Ensure a high level of customer satisfaction through the delivery of superior service.
- Conduct all tasks following established bank policies and procedures.
- Identify opportunities to cross-sell additional products and services to existing customers.
- Working in partnership with Relationship Managers, Commercial Lenders, and Treasury Management Specialists, assist customers with the establishment of new deposit accounts and ancillary deposit services.
- Actively support all marketing campaigns.
- Participate in outbound calling activities.
Minimum Education and Experience
- One year of college education or equivalent work experience
- One year of experience in a cash handling position; preferably as a Teller in a Bank or Credit Union
Technical Knowledge and Skills
- Microsoft office software suite (Word and Excel)
- Excellent verbal and written communication skills.
- Strong attention to detail
- Commitment to the delivery of superior customer service
- Ability to work successfully with a wide variety of people in a team environment
- Ability to solve problems and use sound judgement
- Strong interest in building a career in the Financial Services Industry
- Willingness to work at other locations when necessary
Working Arrangements
- This is an onsite role expected to work in office Monday to Friday.
Why Join Us?
- Join a growing company with a culture that fosters an entrepreneurial spirit
- Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more!
- Company Contributions to your 401k - Regardless of your contribution
- Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!
- Generous Paid Time Off and Paid Holidays – Including Paid Charity Hours to support volunteer opportunities
Supporting Businesses. Helping People. Strengthening Communities.
Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)