Capital One Client Support Specialist- Business Banking 

United States, New York, New York 

42286540

Each Client Support Specialist (CSS) will be responsible for covering 8+ Bankers in a Region. The CSS is a member of the relationship management team responsible for building, maintaining, growing existing and new client relationships in partnership with bankers. The role's main responsibility is to deepen and promote relationship growth, through developing new deposit opportunities, treasury, merchant and credit relationships for the Bank to promote overall household growth. The CSS is an additional point of contact and key financial and service advisor for the client. The CSS should possess the ability to deepen and grow relationships through cross sell opportunities, maintain strong communication with clients for follow up and relationship updates. The CSS will organize appointment setting, partner with the banker.

Responsibilities:

• Sales Assistance

Works with the Banker on all new deposit/TM account and loan set-ups, and cares for overall account onboarding experience with the client. Assists in precall planning. Interim owner for inactive banker books.

• TM Direct Sell and TM Implementation

Document Collection, Intellix Access, XAA pricing Access, Escrow Express Access, Direct Sales training

• Manages Appointment Setting

Encourage Fraud Prevention and Deepen/Cross-sell Services- (All Products)

• Manage Account Funding

Monitor and manage the funding of all accounts.

• CCS Strategy Management

Outbound calling in to the Banker’s BOB and manages the follow-up, and setting of appointments. Assists with client annual reviews.

• HRBR Assistance and Fraud

Works with Client and Banker to Evaluate risk and support in KYC efforts and overall protection of fraud and enhanced due diligence.

Link Opportunity/Financial Acct, Document CCS Appts, Upload Docs, Funding/ Follow up, Bi-Weekly Banker Check-ins

• Well Managed

Subject matter expert in policy and procedure. Ensures compliance training is completed and adhered too. Maintains satisfactory quality assurance scores. Mentors and trains new hires.

Basic Qualifications

• At least 2 years of banking experience

Preferred Qualifications:

• 2+ years of sales experience

• 2+ years of experience in Business Banking

• 1+ year working with credit products

New York City (Hybrid On-Site): $103,900 - $118,600 for Client Support SpecialistThis role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

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.