Teams at Cape & Coast Bank

Support delivery of investment and wealth management services: client relationship support, account onboarding and administration, transaction processing, documentation, compliance and reporting. Coordinate appointments and Investment Executive calendars, prepare meeting materials and performance reports, monitor custody and funding, assist with audits and regulatory exams, and when licensed execute securities/insurance transactions and support business development.

Support account management and deposit operations by researching and resolving customer inquiries, processing returned and overdraft items, maintaining accounts, handling stop payments, levies, foreign check processing, mobile deposit reviews, and assisting fraud investigations and retail/customer service teams.

The Customer Assistance Representative builds relationships with customers, resolves issues, promotes products, and maintains service standards in a call center environment.