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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.
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