Virtual Business Banker I (Plano)
Company: Capital One
Location: Aubrey
Posted on: February 25, 2021
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Job Description:
Plano 2 (31062), United States of America, Plano, TexasVirtual
Business Banker I (Plano)**This is a phone based Small Business
Banker role based in Plano, TX The Virtual Business Banker I (VBBI)
is responsible for daily operations, execution and support of
inbound/outbound portfolio retention and sales efforts occurring
within a virtual environment. VBB I will focus attention on
proactively maintaining and deepening an existing portfolio of
medium to high net worth small business owner relationships through
retention of existing business and cross sell of additional
business products and services. Through outbound, proactive
outreach, the VBBI will be expected to build relationships by
engaging in consultative dialogue with each client in their
assigned portfolio, performing an assessment of business operations
and associated needs, which may identify additional products and
services. The VBB I will have an understanding of the business cash
flow cycle and will possess the ability to apply basic business
credit sales skills to the client interaction using an existing
multi touch client contact strategy and sales process. The VBBI
portfolio is made up of moderately complex Business Banker Segment
Clients, who have less complex Treasury Management and Credit needs
not to exceed $1M.General Responsibilities:Responsible for
relationship management of the assigned book of businessRequires
ability to proactively build and retain relationships and deepen
these relationships in a digital / virtual environment.Build a
strong team interaction model to best support customers and achieve
a meaningful customer relationship experience that lends itself to
understanding of the client's industry, business needs and future
business plans. Exhibits the ability to proactively consult in a
virtual/digital environment while navigating a computerized data
entry system and other relevant applications.Meets/Exceeds sales
production volume and revenue targets as agreed upon by Virtual
Business Banking ManagerActs as expert for Small Business
Specialists when neededHas a thorough understanding of the client's
needs and can build and deepen relationships through sale of
additional products and services to Business Banking segment
clients.Applies business cash flow cycle in client discussion along
with business credit sales skillsExhibits in depth knowledge of the
organization, products, and/or servicesMaintains a consistent and
disciplined calling program on clients to identify and capture high
quality new deposit and loan business from existing clients and
achieve or exceed targetsAssesses customer needs and
suggest/promote alternative products or services through defined
sales processActively utilizes Sales Relationship Management system
with calls, pipeline activities and sales resultsMaintains a clear
product and service knowledge skill set to adequately meet the
needs of the business through a consultative discussion that
effectively establishes rapport, analyzes needs and recommends the
appropriate product solutionUnderstands proper problem resolution
and refers appropriate servicing issue resolutions to the
appropriate servicing call center or Sales Support
SpecialistMaintains accountability for the execution of risk
management / compliance protocols within the sales processExecute
on Well Managed Processes, including but not limited to new account
opening and credit requestsFacilitates transfer of referral
customer to appropriate partner channel for Treasury Management,
Merchant Service products, Small Business Card and Commercial Card
needs and follows up to ensure products/accounts are opened and
engagedIn support of the virtual environment and various time
zones, schedules may not be permanently fixed as 8-5 Basic
Qualifications:At least 2 years of banking experienceAt least 2
years of sales experiencePreferred Qualifications:Virtual based
sales experienceCredit knowledge a plus At this time, Capital One
will not sponsor a new applicant for employment authorization for
this position.
Keywords: Capital One, Dallas , Virtual Business Banker I (Plano), Other , Aubrey, Texas
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