Customer Service Representative (Floater)

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.

Ability to work between various branch offices within District of Columbia and Maryland.

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.
• Ability to travel between branch offices within the District of Columbia, Maryland and Virginia.
• 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
• 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.

Compliance

It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject.

Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations.

The above mentioned are intended to describe the general nature and level of work performed rather than to be an inclusive list of all duties, responsibilities and skills required for the position.

Job duties may be changed at any time at management's discretion. The job description is not intended to create contractual obligations of any kind.

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)