DallasRecruiter Since 2001
the smart solution for Dallas jobs

Virtual Business Banker I (Plano)

Company: Capital One
Location: Frisco
Posted on: April 10, 2021

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, TXThe 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 business
  • Requires 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 Manager
  • Acts as expert for Small Business Specialists when needed
  • Has 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 skills
  • Exhibits in depth knowledge of the organization, products, and/or services
  • Maintains 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 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 needs of the business through a consultative discussion that effectively establishes rapport, analyzes needs and recommends the appropriate product solution
  • Understands proper problem resolution and refers appropriate servicing issue resolutions to the appropriate servicing call center or Sales Support Specialist
  • Maintains accountability for the execution of risk management / compliance protocols within the sales process
  • Execute on Well Managed Processes, including but not limited to new account opening and credit requests
  • Facilitates 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 engaged
  • In 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 experience
    • At least 2 years of sales experiencePreferred Qualifications:
      • Virtual based sales experience
      • Credit 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 , Frisco, Texas

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Lab Assistant - Phlebotomist PRN
Description: Job DescriptionDescription Summary: This is a PRN position and has no set schedule. The Lab Assistant - Phlebotomist collects blood specimens for laboratory tests on inpatients and outpatients by venipuncture (more...)
Company: CHRISTUS Health
Location: Sulphur Springs
Posted on: 04/20/2021

Hiring CDL-A OTR & Regional Company Drivers
Description: Company Driver Benefits: .40-.50 /Mile Average Mileage 3,500 -4,000 Trucks can be taken home Flexible Schedule Paid Weekly Option for Health Benefits Regional or over the road Company Driver Requirements: (more...)
Company: West Motor - WKW
Location: Ben Wheeler
Posted on: 04/20/2021

RN, Ortho/Trauma Step Down, Full Time, 7p-7a
Description: Advancing Healthcare Together - The Future of Healthcare is in East Texas Why UT Health - East Texas Our People. Our people truly are our greatest strength. They make a massive difference in the amazing (more...)
Company: UT Health East Texas
Location: Tyler
Posted on: 04/20/2021


Physician - Maternal Fetal Medicine
Description: Description br Physician - Maternal Fetal Medicine CHRISTUS Trinity Clinic in Tyler, TX is seeking a second Maternal-Fetal Medicine physician to join a newly established service line in east Texas. (more...)
Company: CHRISTUS Health
Location: Tyler
Posted on: 04/20/2021

Senior Patient Representative - Clinic Float Pool - PRN
Description: Job DescriptionDescription Summary: The Patient Representative is responsible for check-in and check-out of patients in a Physician Practice. The Patient Representative processes and enters charge information
Company: CHRISTUS Health
Location: Tyler
Posted on: 04/20/2021

Server - Palestine Chili's
Description: Role OverviewOur Servers don't just provide our Guests with amazing food and drinks. They deliver hospitality and service that is absolutely Chili's If you take pride in providing great service and love (more...)
Company: Chili's
Location: Palestine
Posted on: 04/20/2021

Certified Surgical Technologist - Labor and Delivery
Description: Description br Summary: This is a PRN position that does not have a set schedule. The surgery technologist,
Company: CHRISTUS Health
Location: Tyler
Posted on: 04/20/2021

Appointment Setters
Description: We're currently seeking work from home customer service, appointment setting, telemarketing and data entry representatives. You're primary responsibility is to give specialized guidance
Company: Atona
Location: Sulphur Springs
Posted on: 04/20/2021

OTR -$1,250/wk Guaranteed - Variety of Home Time Options
Description: Job DescriptionStart driving with a company that gives you more. At Marten, we are committed
Company: Marten Transport
Location: Tyler
Posted on: 04/20/2021

GN, Med Surg 3 North, FT, 7a-7p
Description: Advancing Healthcare Together - The Future of Healthcare is in East Texas Why UT Health - East Texas Our People. Our people truly are our greatest strength. They make a massive difference in the amazing (more...)
Company: UT Health East Texas
Location: Tyler
Posted on: 04/20/2021

Log In or Create An Account

Get the latest Texas jobs by following @recnetTX on Twitter!

Dallas RSS job feeds