Business Banker I - Inside Sales (Work at Home)
Company: Capital One
Posted on: June 13, 2021
Plano 2 (31062), United States of America, Plano, Texas
Business Banker I - Inside Sales (Work at Home)
- Candidates must live within 100 miles driving distance of one
of the HUB locations based in Plano, TX, Houston, TX, Mandeville,
LA, McLean, VA, Melville, NY, or New York, NY to be
The Virtual Business Banker I (VBBI) is a member of a
relationship management team that is responsible for building
relationships with businesses and/or high net worth individuals
within an assigned region/community. The roles responsibility
includes managing a client portfolio composed of treasury
management and/or credit clients with a focus on deepening
relationships and generating additional revenue from existing
clients. The Banker develops, markets and administers, demand and
time deposits, existing loans and cross sells related banking
accounts and services.
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.
Responsible for relationship management of the assigned book of
Requires ability to proactively build and retain relationships
and deepen these relationships in a digital / virtual
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,
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
Work at Home Technology Requirements:
A secure home office environment that is free from background
noise and distractions
- A reliable private internet connection that is not supplied by
use cellular data (hot spot)
Cable or fiber connections are preferred
Internet service download speeds must be at least 5 mbps, with
10+ mbps preferred - check your download speed using a speed test.
A sample one can be found here. To test your home internet from
your personal computer at home, type www.speedtest.net into the web
browser of your personal computer.
Sustained ability to maintain latency less than 250 ms in voice
calls is required
- Hard wired connectivity is preferred, any use of wireless
connectivity must be Private (non-public) and password protected
through WPA2-PSK (AES) encryption. If you have any questions about
your encryption, please consult with your internet provider
A private network is password protected where you have ownership
or line of site to every device on the network
Capital One reserves the right to request proof of internet
provider, speed and service package from the associate
- Requirements are subject to change, as new systems and
technology is delivered. Capital One reserves the right to modify
internet service requirements with sixty (60) days notice.
At this time, Capital One will not sponsor a new applicant for
employment authorization for this position.
Keywords: Capital One, Plano , Business Banker I - Inside Sales (Work at Home), Other , Plano, Texas
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