Commercial Relationship Liaison I

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

The Commercial Relationship Liaison (RL) is responsible for supporting a team of assigned Commercial Banking teams to manage customer experience and expectations. The RL is responsible for ensuring that the team can effectively manage customer implementations, problem resolution and cross-selling of the Bank's product offerings.

Position Responsibilities

• RL Level 1 supports the Commercial Banking Team(s) in maintaining and managing their portfolios.

• Coordinates transactions with bank customers and prospects, third party consultants, such as project inspectors, appraisers, environmental firm staff, attorneys, and engineers.

• Responsible for assisting with the collection of all required documents related to a customer request and supporting credit packages via the Loan Operating System (LOS).

• Accompanies the Relationship Manager on appointments, as needed.

• Direct contact with clients ranging from closings to coordination of information.

• Collaborate closely with internal departments, title companies and law offices to ensure full cycle integrity and client satisfaction.

• Ensures all required documentation is collected and maintained as required.

• Works with outside vendors and professionals to remedy situations as needed.

• Effectively motivates all personnel to produce individualized production metrics.

• Generally stays informed about the legal, compliance, and market-risk-related issues.

Minimum Education & Experience

• Bachelor's degree in relevant field or equivalent work experience.

• 1 year of experience working with portfolios approximately $100M or less.

• Previous and successful experience in a Banking environment; branch, sales or customer facing roles.

• Prior experience with core banking systems, Fiserv and Abrigo preferred.

Technical Knowledge and Skills

• Knowledge of banking terminology and products.

• Problem-solving skills and the ability to identify, research and resolve issues that arise with customers.

• Strong written and verbal communication skills.

• Strong organizational skills with ability to set priorities in a multi-task environment and meet deadlines.

• Demonstrated proficiency with Microsoft Office Suite.

Other

Ability to travel within a defined market area.

Supporting Businesses. Helping People. Strengthening Communities.

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