Customer Service Representative

Description

Position Purpose

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.

Participate in driving the deposit growth goals of the bank. Working in partnership with our Elite and Title Support Services teams to support the acquisition of new deposit relationships to the Bank resulting from their business development activities.

assist customers with the establishment of new deposit accounts and ancillary deposit services. Actively support all marketing campaigns.

Participate in outbound calling activities.

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.
• 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.
• Actively support all marketing campaigns.
• Participate in outbound calling activities.
• Assist the Branch Manager in performing all operational duties associated with running a branch office, which include the performance of monthly audits, managing the record retention of bank documents, and training new staff members.
• Competently take charge of the branch when the Manager is absent.

Minimum Education and Experience

• Associate degree in relevant field preferred or equivalent in work experience
• 2 years of experience in a Senior Sales, Service Associate or Head Teller role

Technical Knowledge and Skills

• Microsoft office software suite (Word and Excel)
• Strong knowledge of banking policies, procedures, and regulations
• Excellent verbal and written communication skills
• Commitment to the delivery of superior customer service
• Ability to work successfully with a wide variety of people in a team environment.
• Strong attention to detail
• Ability to solve problems and use sound judgement.
• Strong interest in building a career in the Financial Services Industry

Capital Bank, N.A. is an Affirmative Action 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)