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.

• 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

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.

Capital Bank, N.A. is an Affirmative Action and Equal Opportunity Employer