Commercial Lending Sales Enablement Lead

Description

About Us

Capital Bank, N.A. (NASDAQ : CBNK) is the fifth largest bank headquartered in Maryland, serving our communities since 1999. We offer commercial and consumer banking services to clients in the DC metro area, alongside two nationwide lending brands : Capital Bank Home Loans, a premier nationwide mortgage lender and OpenSky, a credit card division that offers and services credit cards nationwide.

At OpenSky, we believe that everyone has the right to access credit and achieve their financial goals. We have helped over 1.2 million customers get started, and continue on their path to realizing their financial goals. And we want to help and grow with our customers even more - by expanding our offerings to support them in their credit journey, and providing compelling products and digital solutions for education, advice, and financial services.

OpenSky is a high-growth, data-driven, dynamic, and entrepreneurial environment where you are limited only by your imagination. You will work with some of the brightest and most passionate minds in the FinTech industry, and from day one, start having a real impact on consumers' lives and financial goals.

Come join a bank where our employees thrive and are engaged in meaningful work. For the fourth year in a row, American Banker named Capital Bank one of the "Best Banks to Work For" in the U.S.

Position Purpose

The Sales Enablement Lead supports sales leaders and associates across deposits, loans, and treasury management by improving sales infrastructure, reports, and tools. This role drives key projects to standardize processes, enhance CRM, and grow specialty businesses, serving as a resource for Sales Leadership and working to address barriers to sales.

Position Responsibilities

• Works closely with Sales Leadership including Chief Lending Officer and Market Executives to understand challenges they face and help to remove obstacles
• Supports Chief Lending Officer and Market Executives with various administrative functions such as expense reports, event planning and organization, and similar duties
• Organizes agenda for sales meetings and helps to create relevant content
• Develops and refines tools and resources that help bankers be more effective at increasing profitable sales
• Partners with Marketing to leverage the full extent of marketing capabilities from creating collateral to generating lead lists to helping create networking events to leveraging LinkedIn
• Supports bankers in lead generation through enhanced approaches to networking to providing lead lists
• Supports and Leads key sales related programs and projects including building our CRM and other workflow management tools
• Manages ongoing usage and effectiveness of applications, tools, and resources
• Partners with Product / Solutions team to identify how best to leverage those resources and what training / reinforcement / tools are needed
• Creates sales reporting based on needs of sales leadership and sales associates - provides data to help empower sales teams to make decisions, track success, analyze trends, and more
• Presents sales performance data with analysis to sales leadership and other internal stakeholders
• Acts as a data steward to help ensure data quality and expand how the organization reports on and analyzes the portfolio and performance
• Works cross-functionally (including with HR) to streamline the sales reporting necessary to calculate commercial sales incentives
• Understands and seeks to improve Bank processes (such as the end-to-end deposit account opening process and loan application to booking / funding processes) to drive process improvement and efficiency for internal associates and clients
• Supports sales training efforts through resource development and hosting training sessions
• Supports efforts to drive towards a consistent sales process
• Identify and support efforts to share sales best practices across the broader sales team
• Support Sales Leadership in identifying market opportunities and building out sales specialties
• Develops and implements robust change management plans on all efforts that touch sales related associates
• Supports sales leaders in onboarding new sale associates
• Organizes the annual sales team awards dinner and helps define the award categories so that they align with the bank's strategy
• Acts the sales team representative on organizational projects and takes on the role of change champion during implementation

Minimum Education and Experience

Technical Knowledge and Skills

Compensation

Working Arrangements :

This is a hybrid role expected to work in office Monday, Tuesday, Thursday, and Friday. This person can sit out of our Towson Office or Rockville headquarters. You will be able to work remotely on Wednesday.

Why Join Us?

Supporting Businesses. Helping People. Strengthening Communities.

Capital Bank, N.A. is an affirmative action and equal opportunity employer.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.