Virtual Business Banker I (Plano)
Company: Capital One
Location: Grapevine
Posted on: February 25, 2021
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Job Description:
Plano 2 (31062), United States of America, Plano, Texas Virtual
Business Banker I (Plano) This is a phone based Small Business
Banker role based in Plano, TX The Virtual Business Banker I (VBB
I) is responsible for daily operations, execution and support of
inbound/outbound portfolio retention and sales efforts occurring
within a virtual e nvironment.'------- - VBB I will focus attention
on proactively maintaining and deepening an existing portfolio of
medium to high net worth small business owner relationships through
ret ention of existing business and cross sell of additional
business products and services.'------- - Th rough outbound,
proactive outreach, the VBB I 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 u nderstanding 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 VBB I 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 S mall B usiness S
pecialists 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 establish es rapport, analyze s needs
and recommends the appropriate product solution Understands proper
problem resolution and refer s 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 product s, Small Business Card and
Commercial Card needs and follow s 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 experience Preferred 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, Grapevine , Virtual Business Banker I (Plano), Other , Grapevine, Texas
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