Business Banker II

This is a fully remote position, open to applicants in Florida, +4 more states.

📋 Description

• Oversee, retain, and enhance the designated portfolio of clients.

• Develop new partnerships through assigned leads, referrals, and sales initiatives.

• Cultivate and maintain relationships with Treasury Management, Merchant Services, Business Card, Market Credit, and Sales Support teams.

• Manage multiple tasks in a virtual environment while proactively engaging with clients and prospects.

• Utilize customer relationship management software and additional applications effectively.

• Employ the Sales Relationship Management system to monitor calls, pipeline activities, and sales outcomes.

• Maintain a consistent calling schedule to generate business in deposits, treasury, and lending, meeting established targets.

• Comprehend complex business cash flow cycles, treasury management, operating cash flow, and financial statements.

• Evaluate customer needs and propose products or solutions following established sales processes.

• Build rapport, articulate product offerings, and suggest suitable solutions.

• Refer customers for intricate Treasury Management and Merchant Service requirements and track account engagement.

• Address issues and direct servicing concerns to the appropriate support teams.

• Implement risk management, compliance protocols, regulatory standards, and internal policies.

• Collaborate on special projects and initiatives.

• Exemplify Capital One’s values in interactions with colleagues, clients, direct reports, and supervisors.

⛳️ Requirements

• Minimum of 2 years of experience in Business Banking.

• Over 5 years of Business Banking experience is preferred.

• At least 1 year of phone-based sales experience is preferred.

• Formal credit training is preferred.

• Capital One will not sponsor a new applicant for employment authorization for this role.

🏝️ Benefits

• Performance-based incentive compensation, which may include cash bonuses and/or long-term incentives (LTI).

• A comprehensive, competitive, and inclusive range of health, financial, and other benefits that promote total well-being.

• Reasonable accommodations available for applicants who need them.