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Job Details

Capital One

Business Banker II - Inside Sales

Business and Financial Operations



Full Time


Plano, Texas, United States

Plano 2 (31062), United States of America, Plano, Texas

Business Banker II - Inside Sales

***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 considered.

The Virtual Business Banker II (VBB II) is responsible for daily operations, execution and support of inbound/outbound phone-based retention and sales effort occurring within a phone based environment. VBB II will focus attention on proactively retaining and deepening an existing portfolio of complex and high net worth small business owner relationships through retaining and cross selling additional business and personal products and services. The VBB II will be expected to build relationships which in turn may lead to sourcing additional products and services through outbound phone activities. The VBB II should have an understanding of the complex business cash flow cycle and apply advanced business credit sales skills to the client interaction using an existing multi touch client contact strategy and sales process. These customers are typically Business Banker customers including complex Business Banker Manager, Sr. Manager and Director portfolios.

General Responsibilities:

  • Responsible for relationship management of the assigned book of business

  • Requires ability to proactively build relationships, retain and sell over the phone while navigating a computerized data entry system or other relevant applications

  • Build a strong team interaction model to best support customers and achieve a personal customer relationship experience

  • Exhibits the ability to proactively sell over the phone and navigate a computerized data entry system or other relevant applications

  • Delivers on sales volume and revenue targets as agreed upon by VMSE

  • Acts as expert for branches when needed

  • Has a thorough understanding of the client’s needs in order to build relationships and cross sell additional products and services to existing Business Banking segment customers that are not managed by a Business Banker due to an inactive portfolio

  • Applies proficient understanding of complex business cash flow cycle in client discussion along with advanced business credit sales skills

  • Exhibits in depth knowledge of the organization, products, and/or services

  • Maintains a regular calling program on clients in order to generate high quality new deposit and loan business from existing clients in order to 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 business and personal needs of the business to effectively establish rapport, analyze needs and offer the correct product solution

  • Understands proper problem resolution and refer appropriate servicing issue resolutions to the appropriate servicing call center or Sales Support Specialist

  • Holds accountability for the execution of risk management / compliance protocols within the sales process

  • 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

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[Register to View] . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

      For technical support or questions about Capital One's recruiting process, please send an email to [Register to View] [Register to View] One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

      Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).