Virtual Business Banker II

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 a 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.
• Affirms 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.
• Adheres 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

Pay

Salaries for this role vary by location and are listed below:

• Richmond, VA: $122,100 - $139,400
• New York, NY: $146,600 - $167,300
• Mandeville, LA: $122,100 - $139,400
• McLean, VA: $134,400 - $153,300
• Plano, TX: $122,100 - $139,400

Benefits

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.