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 $3 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 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker.
Product Owner - Salesforce Platform
The Product Owner - Salesforce Platform is responsible for serving as the primary business owner for the Bank's Salesforce ecosystem, supporting operational workflow automation, customer experience initiatives, and enterprise CRM strategies. This role is central to the Bank's Salesforce implementation project and will play a key part in origination, design, configuration decisions, rollout, and long‑term governance. Following implementation, the Product Owner will oversee Salesforce's ongoing support, optimization, and continuous improvement, ensuring that the platform scales with business needs and delivers measurable value across departments.
Product Responsibilities
Implementation & Platform Setup
Participate as a core team member in the Salesforce implementation, including requirements gathering, solution design, configuration review, and user acceptance validation. Collaborate with external Salesforce implementation partners to ensure platform design aligns with business objectives. Document business processes, functional requirements, and configuration decisions. Collaborate with IT, vendors, and business users to ensure the timely and high-quality release of new features and enhancements. Lead user acceptance testing (UAT) to confirm that product changes satisfy requirements and support operational and customer needs. Lead change‑management activities, including training, communication, and rollout planning. Oversee system configuration and parameter adjustments, ensuring that documentation remains current and accurate.
Backlog & Requirement Management
Gather, analyze, and document business requirements from stakeholders throughout the Bank. Develop, maintain, and prioritize the product backlog, balancing requirements for functionality, compliance, and operational efficiency. Translate business requirements into user stories, acceptance criteria, and enhancement requests. Write clear user stories and acceptance criteria to facilitate development, testing, and effective vendor delivery. Evaluate and approve changes to workflows, automations, and integrations. Ensure documentation is complete, clear, and maintained as enhancements evolve.
Ongoing Platform Support & Continuous Improvement
Oversee platform maintenance, including quarterly releases, version updates, and feature adoption. Work with IT and vendors to resolve issues, monitor performance, and manage service requests. Analyze system usage and recommend process improvements or new functionalities. Lead optimization efforts to enhance user productivity and customer experience across digital and CRM channels.
Stakeholder Engagement
Act as the liaison between business units, operations teams, compliance, technology, marketing, and leadership groups. Facilitate product demonstrations, roadmap conversations, functionality reviews, and provide regular updates to stakeholders. Train and support end users on new features, workflows, and system capabilities. Communicate upcoming releases, changes, and impacts across stakeholder groups.
Risk, Compliance & Vendor Oversight
Ensure that product changes comply with all regulatory and audit requirements, including data privacy, access controls, and documentation. Support processes related to data integrity, data governance, and secure automation. Partner with risk, compliance, and security teams to validate workflows and data handling. Monitor system performance, address issues, and oversee vendor service level agreements (SLAs). Coordinate issue resolutions with vendors. Act as primary contact for vendor and participate in contract negotiations. Work closely with risk and compliance teams to guarantee secure and compliant system usage.
Required Education and Experience
Preferred Education and Experience
Qualifications and Skills
Compliance
It is the responsibility of each bank staff member and management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable to understand how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations.
Job Description
The above-mentioned are intended to describe the general nature and level of work performed rather than to be an inclusive list of all duties, responsibilities and skills required for the position. Job duties may be changed at any time at management's discretion. The job description is not intended to create contractual obligations of any kind.
About Capital Bank, N.A.
Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer.