Virtual Business Banker II
Capital One
Virtual Business Banker II
Job Description
Overview
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 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, 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.
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.
At least 2 years of Business Banking experience
5+ years Business Banking experience
1+ year of phone based sales experience
Formal credit training
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at theCapital One Careers website. 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 RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.comCapital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Locations
- Plano, Texas, United States
- New York, New York, United States
- Richmond, Virginia, United States
- Miami, Florida, United States
- McLean, Virginia, United States
- Houston, Texas Plano, TexasMcLean
Salary
45,000 - 80,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Business Banking relationship managementintermediate
- Phone-based sales and retentionintermediate
- Understanding of complex business cash flow cyclesintermediate
- Customer relationship management software navigationintermediate
- Multitasking in virtual environmentintermediate
- Advanced business credit sales skillsintermediate
Required Qualifications
- At least 2 years of Business Banking experience (experience)
- Preferred: 5+ years Business Banking experience (experience)
- Preferred: 1+ year of phone based sales experience (experience)
- Preferred: Formal credit training (experience)
Responsibilities
- Relationship management, retention, and deepening of assigned book of business
- Acquire new relationships through leads, referrals, sales campaigns
- Maintain regular calling cadence to generate deposit, treasury, and lending business
- Assess customer needs and recommend products through sales processes
- Execute risk management and compliance protocols
- Collaborate with partners like Treasury Management Officer, Merchant Services
Benefits
- general: Comprehensive health benefits
- general: Financial benefits
- general: Other benefits supporting total well-being
Answer 10 quick questions to check your fit for Virtual Business Banker II @ Capital One.
Related Books and Jobs
Virtual Business Banker II
Capital One
Virtual Business Banker II
Job Description
Overview
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 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, 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.
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.
At least 2 years of Business Banking experience
5+ years Business Banking experience
1+ year of phone based sales experience
Formal credit training
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at theCapital One Careers website. 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 RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.comCapital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Locations
- Plano, Texas, United States
- New York, New York, United States
- Richmond, Virginia, United States
- Miami, Florida, United States
- McLean, Virginia, United States
- Houston, Texas Plano, TexasMcLean
Salary
45,000 - 80,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Business Banking relationship managementintermediate
- Phone-based sales and retentionintermediate
- Understanding of complex business cash flow cyclesintermediate
- Customer relationship management software navigationintermediate
- Multitasking in virtual environmentintermediate
- Advanced business credit sales skillsintermediate
Required Qualifications
- At least 2 years of Business Banking experience (experience)
- Preferred: 5+ years Business Banking experience (experience)
- Preferred: 1+ year of phone based sales experience (experience)
- Preferred: Formal credit training (experience)
Responsibilities
- Relationship management, retention, and deepening of assigned book of business
- Acquire new relationships through leads, referrals, sales campaigns
- Maintain regular calling cadence to generate deposit, treasury, and lending business
- Assess customer needs and recommend products through sales processes
- Execute risk management and compliance protocols
- Collaborate with partners like Treasury Management Officer, Merchant Services
Benefits
- general: Comprehensive health benefits
- general: Financial benefits
- general: Other benefits supporting total well-being
Answer 10 quick questions to check your fit for Virtual Business Banker II @ Capital One.
Related Books and Jobs