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Capital One Small Business Banker II Inside Sales 
United States, Texas, Plano 
141631946

14.08.2024

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.