[Hiring] Virtual Business Banker II @Capital One

Role Description

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

• Responsible for relationship management, retention, and deepening of the assigned book of business.
• Acquire new relationships through assigned leads, referrals, sales campaigns, etc.
• Build and foster a strong team of partners to best support customers.
• Exhibit the ability to successfully multitask in a virtual setting while proactively engaging clients and prospects.
• Efficiently navigate customer relationship management software and other relevant applications simultaneously.
• Actively utilize Sales Relationship Management system with calls, pipeline activities, and sales results.
• Maintain a regular calling cadence on clients and leads to generate high-quality new deposit, treasury, and lending business.
• Demonstrate proficient understanding of complex business cash flow cycles, including treasury management and business financial statements.
• Assess customer needs and recommend alternative products or solutions through defined sales processes.
• Effectively establish rapport with clients and prospects, maintaining a clear product and service knowledge skill set.
• Refer customers to appropriate channels for complex Treasury Management and Merchant Service product needs.
• Understand proper problem resolution and refer servicing issues to the appropriate servicing call center or support associate.
• Hold accountability for the execution of risk management/compliance protocols within the sales process.
• Adhere to all regulatory requirements as well as internal policies and procedures.
• Collaborate on various special projects or initiatives as assigned.
• Hold self and others accountable for demonstrating Capital One’s values in interactions.

Qualifications

• At least 2 years of Business Banking experience.

Requirements

• 5+ years Business Banking experience (preferred).
• 1+ year of phone-based sales experience (preferred).
• Formal credit training (preferred).

Benefits

• Comprehensive, competitive, and inclusive set of health, financial, and other benefits.
• Performance-based incentive compensation, which may include cash bonus(es) and/or long-term incentives (LTI).