Business Banker II

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Job Description:

  • Manage, retain, and deepen the assigned book of business
  • Acquire new relationships through assigned leads, referrals, and sales campaigns
  • Build and foster partner relationships with Treasury Management, Merchant Services, Business Card, Market Credit, and Sales Support teams
  • Multitask in a virtual setting while proactively engaging clients and prospects
  • Navigate customer relationship management software and other applications
  • Use the Sales Relationship Management system to track calls, pipeline activities, and sales results
  • Maintain a regular calling cadence to generate deposit, treasury, and lending business and achieve targets
  • Understand complex business cash flow cycles, treasury management, operating cash flow, and financial statements
  • Assess customer needs and recommend products or solutions through defined sales processes
  • Establish rapport, explain products and services, and recommend appropriate solutions
  • Refer customers for complex Treasury Management and Merchant Service needs and follow up on account engagement
  • Resolve problems and refer servicing issues to appropriate support channels
  • Execute risk management, compliance protocols, regulatory requirements, and internal policies
  • Collaborate on special projects and initiatives
  • Demonstrate Capital One’s values in interactions with peers, customers, direct reports, and supervisors

Requirements:

  • At least 2 years of Business Banking experience
  • 5+ years Business Banking experience (preferred)
  • 1+ year of phone based sales experience (preferred)
  • Formal credit training (preferred)
  • Capital One will not sponsor a new applicant for employment authorization for this position

Benefits:

  • Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
  • Comprehensive, competitive, and inclusive health, financial, and other benefits supporting total well-being
  • Reasonable accommodations for applicants who require them
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