Treasury Management Assistant

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 $2 billion in assets. We offer commercial and consumer banking services to clients 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 4 out of 5 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker.

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.

• 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.
  
  

Education & Experience Required

• Associates Degree in relevant field or equivalent work experience
• A minimum of 2 years' experience in a bank customer service representative role
  

Technical Knowledge and Skills

• 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.)
  
  

Compensation:

• Base Salary Range: $29.03 - $38.46 hourly. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description.
• Additional Compensation: This role will include a yearly annual target bonus based on individual and company performance.