- 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.
- Work in partnership with Treasury Management Team, to assist customers with the establishment of new deposit accounts and ancillary deposit services when engaged by Treasury Management Officers.
- Actively support all marketing campaigns as assigned.
- Assist Treasury Management Team to achieve deposit growth and treasury income goals.
- Participate in outbound calling activities and client outreach as needed.
- Associates Degree in relevant field or equivalent work experience
- A minimum of 2 years' experience in a bank customer service representative role
- Self-driven and detail oriented
- 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 independently and use sound judgement
- Strong interest in building a career in the financial services industry
- Excellent verbal and written communication skills
- Proficient with the Microsoft Office suite of products (Excel, Word, PowerPoint, etc.)
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Treasury Management Assistant - Rockville, United States - Capital Bank
Description
About Us
Capital Bank N.A. is headquartered in Maryland, serving our communities since 1999. We offer commercial and consumer banking services to clients in the DC metro area, 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.
Position Purpose
This role will be 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 for the Lending Team Clients. The person in this role will ensure a high level of customer satisfaction through the delivery of superior service and conduct all tasks following established bank policies and procedures.
Position Responsibilities
Education & Experience Required
Technical Knowledge and Skills
Additional Details
This opportunity offers the flexibility to work in a hybrid working environment.
Supporting Businesses. Helping People. Strengthening Communities.
Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer.
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 c)
