Capital One Small Business Banker II Inside Sales 

United States, Texas, Plano 

141631946

General Responsibilities:

• Responsible for relationship management, retention, and deepening of the assigned book of business as well as acquiring new relationships through assigned leads, referrals, sales campaigns, etc.

• Build and foster strong team of partners through the interaction model to best support customers (Treasury Management Officer, Merchant Services, Business Card Reps, Market Credit Exec, Sales Support)

• Exhibits the ability to successfully multitask in a virtual setting, while proactively engaging clients and prospects.

• Efficiently navigate customer relationship management software, as well as other relevant applications simultaneously.

• Actively utilizes Sales Relationship Management system with calls, pipeline activities and sales results

• Maintains a regular calling cadence on clients and leads in order to generate high quality new deposit, treasury, and lending business to achieve or exceed targets

• Demonstrates proficient understanding of complex business cash flow cycle, including treasury management, operating cash flow, and business financial statements

• Assesses customer needs and recommends alternative products or solutions through defined sales processes

• Effectively establish rapport with clients and prospects, maintain a clear product and service knowledge skill set to adequately understand the business’ operating model, and recommend the appropriate product solution.

• Refers customer to appropriate channel for complex Treasury Management and Merchant Service product needs and follow up to ensure products/accounts are opened and engaged

• Understands proper problem resolution and refers servicing issues to the appropriate servicing call center or support associate.

• Holds accountability for the execution of risk management / compliance protocols within the sales process and in all client and prospect interactions.

• Adherence to all regulatory requirements as well as internal policies and procedures

• Collaborate on various special projects or initiatives as assigned.

• Holds self & others accountable for demonstrating Capital One’s values in interactions with peers, customers, direct reports & supervisors.

Basic Qualifications:

• At least 2 years of Business Banking experience

Preferred Qualifications:

• 5+ years Business Banking experience

• 1+ year of phone based sales experience

• Formal credit training

. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.