Plano 3 (31063), United States of America, Plano, TexasBusiness Banker II (Inside Sales)

The Virtual Business Banker II (VBB II) is responsible for daily operations, execution and support of inbound / outbound phone-based retention and sales effort occurring within a phone based environment.

VBB II will focus attention on proactively retaining and deepening an existing portfolio of complex and high net worth small business owner relationships through retaining and cross selling additional business and personal products and services.

The VBB II will be expected to build relationships which in turn may lead to sourcing additional products and services through outbound phone activities.

The VBB II should have an understanding of the complex business cash flow cycle and apply advanced business credit sales skills to the client interaction using an existing multi touch client contact strategy and sales process.

These customers are typically Business Banker customers including complex Business Banker Manager, Sr. Manager and Director portfolios.

General Responsibilities :

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

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

Basic Qualifications :

At least 3 years of Business Banking experience

At least 3 years of sales experience

Preferred Qualifications :

4 years Business Banking experience

1 year of phone based sales experience

Formal credit training

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting.

Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

New York City (Hybrid On-Site) : $128,300 - $146,400 for Virtual Business Banker II

Last updated : 2024-05-17