Capital One Small Business Banker Inside Sales 

United States, Texas, Plano 

586381269

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• Responsible for relationship management of the assigned book of business

• Requires ability to proactively build relationships, retain and sell over the phone while navigating a computerized data entry system or other relevant applications

• Build a strong team interaction model to best support customers and achieve a personal customer relationship experience

• Exhibits the ability to proactively sell over the phone and navigate a computerized data entry system or other relevant applications

• Delivers on sales volume and revenue targets as agreed upon by VMSE

• Acts as expert for branches when needed

• Has a thorough understanding of the client’s needs in order to build relationships and cross sell additional products and services to existing Business Banking segment customers that are not managed by a Business Banker due to an inactive portfolio

• Applies proficient understanding of complex business cash flow cycle in client discussion along with advanced business credit sales skills

• Exhibits in depth knowledge of the organization, products, and/or services

• Maintains a regular calling program on clients in order to generate high quality new deposit and loan business from existing clients in order to achieve or exceed targets

• Assesses customer needs and suggest/promote alternative products or services through defined sales process

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

• Maintains a clear product and service knowledge skill set to adequately meet the business and personal needs of the business to effectively establish rapport, analyze needs and offer the correct product solution

• Understands proper problem resolution and refer appropriate servicing issue resolutions to the appropriate servicing call center or Sales Support Specialist

• Holds accountability for the execution of risk management / compliance protocols within the sales process

• 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