Banking Customer Service Specialist — Deposit Accounts

Capitalbankmd; Rockville (MD); Hybrid; USD 25,000 - 33,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k contributions

Parental leave

Tuition reimbursement

Paid time off

Paid holidays

Job summary

Capital Bank N.A. is seeking a branch associate to service deposit accounts, process transactions, open and modify accounts, and research issues. The role emphasizes delivering superior customer service and adherence to bank policies.

Collaboration with Relationship Managers and Treasury Management Specialists will help establish new accounts and related services. The position involves supporting marketing campaigns, outbound calls, and a willingness to work at the Church Street Branch location.

Qualifications

• One year of college education or equivalent work experience.
• One year of experience in a cash handling position; preferably as a Teller.
• Detail oriented and committed to superior customer service.
• Ability to work successfully with a wide variety of people in a team environment.

Responsibilities

• Servicing deposit accounts including processing financial transactions, opening new accounts, and updating existing accounts.
• Conduct research to resolve problem situations and ensure customer satisfaction.
• Cross-sell additional products and services in partnership with Relationship Managers and other teams.
• Support marketing campaigns and participate in outbound calling activities.
• Follow bank policies and procedures in all tasks.

Skills

MS Office

Communication skills

Detail oriented

Team player

Education

1 year college education

Job description

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 $3 billion in assets. We offer commercial and consumer banking services to clients primarily 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 6 out of 7 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker.

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.

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.

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
• 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
• 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 and use sound judgement
• Strong interest in building a career in the Financial Services Industry
• Willingness to work at other locations when necessary

Technical Knowledge and Skills

• Microsoft office software suite (Word and Excel)
• Excellent oral and written communication skills

Compensation

• Base Salary Range: $18.39 -$24.03 hourly. Final determination of where you are at in the salary range is based on numerous factors such as geographical location, relevant experience, skill set, education, and ability to meet qualifications within the job description.
• Additional Compensation: This role will include a yearly annual target bonus based on individual performance.
  
  

Working Arrangements

• This role is an in-person position for our Church Street Branch location.
  
  

Why Join Us?

• Join a growing company with a culture that fosters an entrepreneurial spirit
• Comprehensive benefits packageincluding 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 E-Verify, Affirmative Action and Equal Opportunity Employer.

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