Capital One
* Responsible for relationship management, retention, and deepening of the assigned book of business as well as acquiring new relationships through assigned leads, referrals, sales campaigns, etc.* Build and foster a strong team of partners through the interaction model to best support customers (Treasury Management Officer, Merchant Services, Business Card Reps, Market Credit Exec, Sales Support).* Exhibits the ability to successfully multitask in a virtual setting, while proactively engaging clients and prospects.* Efficiently navigate customer relationship management software, as well as other relevant applications simultaneously.* Actively utilizes Sales Relationship Management system with calls, pipeline activities and sales results.* Maintains a regular calling cadence on clients and leads in order to generate high quality new deposit, treasury, and lending business to achieve or exceed targets.* Demonstrates proficient understanding of complex business cash flow cycle, including treasury management, operating cash flow, and business financial statements.* Assesses customer needs and recommends alternative products or solutions through defined sales processes.* Effectively establish rapport with clients and prospects, maintain a clear product and service knowledge skill set to adequately understand the business’ operating model, and recommend the appropriate product solution.* Refers customer to appropriate channel for complex Treasury Management and Merchant Service product needs and follow up to ensure products/accounts are opened and engaged.* Understands proper problem resolution and refers servicing issues to the appropriate servicing call center or support associate.* Holds accountability for the execution of risk management / compliance protocols within the sales process and in all client and prospect interactions.* Adherence to all regulatory requirements as well as internal policies and procedures.* Collaborate on various special projects or initiatives as assigned.* Holds self & others accountable for demonstrating Capital One’s values in interactions with peers, customers, direct reports & supervisors.* 5+ years Business Banking experience* 1+ year of phone based sales experience* Formal credit trainingCapital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
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