Capital Bank, N.A. · 1 day ago
VP, Treasury Management Officer
Rockville, MD
Full-time
Hybrid
Mid, Senior Level
$95K/yr - $135K/yr
5+ years expCapital Bank, N.A. is a publicly traded company headquartered in Maryland, offering commercial and consumer banking services. The Treasury Management Officer is responsible for managing customer experience and expectations in onboarding and servicing deposit relationships, ensuring a first-class customer experience, and actively identifying and mitigating various risks.
BankingCommercial LendingFinanceFinancial Services
Responsibilities
Works in tandem with Commercial Lenders in C&I and CRE to ensure that customers are transitioned to the Bank in an appropriate manner
Responsible for implementing customer solutions and ensures a first-class customer experience during the onboarding process
Coordinates relationship management activities with new and/or existing clients in assigned book of business to grow sales, revenue and market share with relevant sales goals
Typically works with clients with moderate levels of risk and complexity of needs
Works within stated guidelines to acquire and/or expand and retain clients relationships to generate revenue and deepen share of wallet
Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks
Focuses on client opportunities by providing ideas and insights based on an understanding of the client’s needs and their financial well-being. Focuses on client engagement and loyalty
Manages effective network of internal and external relationships, such as community or industry relationships, to actively help in acquiring and winning new clients in partnership with assigned market RMs and/or expand existing clients and enhance the client experience. Focuses on bringing the entire bank to the client by presenting the full range of Capital Bank including affiliates – Opensky and Mortgage products and services. Leveraging reporting and sales tools to proactively identify and successfully convert sales opportunities
Follows the 2X2X2 system to monitor new customer deposits in order to ensure that accounts are funded in accordance with commitments made during the sales process. Manages this system and process accordingly
Acts as an escalation point for customer issues and works to resolve the issues either independently or refer to branches for day-to-day servicing or problem resolution
Manages and creates customer outreach programs and executes them accordingly to include identifying opportunities to conduct Relationship Reviews with a focus on cross selling or upselling products and services and increasing deposits
Managing Monthly Meetings with Assigned Relationship Managers to discuss Pipeline, Expansion Opportunities and identifying clients from existing book of business to conduct Relationship Reviews
Ensures all required documentation is collected and maintained as required by existing policy
Provides timely and accurate reporting to RMs, MEs and Supervisor as needed and requested
Updates SharePoint Pipeline on a weekly basis to provide current information on treasury services and deposit opportunities as assigned or identified. Ensuring proper credit to RM/Referring Officer and/or Director etc
Works with outside vendors and professionals to remedy situations as needed or engage appropriate internal parties/partners for escalation to resolve
Generally works with a moderate degree of supervision
Qualification
Required
Bachelor's degree in relevant field or equivalent work experience
5+ years of experience in a Branch or Business Development environment with proven experience in banking
Prior experience with Core banking systems
Knowledge of Business 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
Benefits
Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more!
Company Contributions to your 401k - Regardless of your contribution
Employee Perks: Employee Recognition Program, Commuter Benefits, Employee Banking Discounts and much more!
Generous Paid Time Off and Paid Holidays.
Company
Capital Bank, N.A.
Capital Bank N.A., headquartered in Rockville, Maryland is a Maryland chartered commercial bank that offers commercial and consumer banking services to clients in the Washington D.C.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$18.4M2020-12-10Debt Financing· $10M
2018-09-17IPO
2014-08-26Debt Financing· $5M
Leadership Team
Edward Barry
Chief Executive Officer, Member Board of Directors
Dominic Canuso
Chief Financial Officer
Recent News
Maryland Daily Record
2026-01-03
2025-12-31
Company data provided by crunchbase