Virtual Sales Support Specialist (Business Banking) - Capital One - Plano, TX

Virtual Sales Support Specialist (Business Banking) - Capital One - Plano, TX -

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

At Capital One, we’re constructing a number one info-based mostly know-how firm. Nonetheless founder-led by Chairman and Chief Government Officer Richard Fairbank, Capital One is on a mission to assist our clients succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our clients take pleasure in and the advocacy they exhibit. We’re succeeding as a result of they’re succeeding.

Guided by our shared values, we thrive in an setting the place collaboration and openness are valued. We consider that innovation is powered by perspective and that teamwork and respect for one another result in superior outcomes. We elevate one another and obsess about doing the best factor. Our associates serve with humility and a deep respect for his or her duty in serving to our clients obtain their objectives and understand their goals. Collectively, we’re on a quest to vary banking for good.

Virtual Sales Support Specialist (Enterprise Banking)

Job Abstract:
The Virtual Sales Support Specialist (VSSS) – Affiliate degree sometimes helps 1-2 Virtual Small Enterprise Banker (VSBB) Pods. The VSSS focuses totally on sales help actions to incorporate figuring out cross-promote alternatives, proactive buyer and calls by telephone, analysis, shows, and so forth. The VSSS additionally performs buyer and portfolio management. The VSSS is the champion of knowledge integrity and the sales help course of for his or her respective staff.

Duties:

• Offers efficient sales help particularly across the implementation of latest product sales


• Identifies cross promote alternatives and generates certified referrals to the VSBB Pod


• Proactively calls clients to deepen enterprise relationships and determine potential alternatives


• Holds duty for product implementation together with gathering required documentation, opening of deposit accounts, implementation of Treasury Administration and Service provider Providers sales and finish to finish course of for SB Credit score Software


• Meets with VSBB Pod every day to evaluation/plan/prioritize actions


• Ensures excellent customer support


• Collaborates with department associates and inner companions (TM, MS, Enterprise Lending Options) to make sure that the very best high quality customer support is offered and that buyer points/requests are resolved precisely and well timed


• Escalates points as wanted


• Promotes direct buyer utilization of Enterprise Options Middle/Centralized Wire Group (when out there) and applicable servicing channel. Educates clients on alternate servicing channels and options


• Proactively calls clients throughout on-boarding to reply any buyer questions and to make sure services are lively and funded


• Maintains portfolio management/knowledge integrity


• Assists bankers in pipeline upkeep


• Paperwork required requirements for account implementations


• Maintains knowledge integrity to incorporate bank techniques, shopper assignments, relationships, CIP Profiles, and SRM


• Prepares/evaluations numerous reviews for bankers/workforce


• Screens the every day standing of overdrawn accounts and collect info for applicable approvals. Inputs selections inside deadline. Studies repeat overdrafts and points to management


• Fulfills different advert hoc tasks/help actions as decided by staff


• Maintains an ordinary of compliance/operations excellence


• Adheres to all bank insurance policies and procedures


• Acts as operational champion and useful resource inside workforce


• Completes all compliance coaching in a well timed method


• Passes all subject audits, evaluations, and so forth.

Primary Qualifications:

• Excessive Faculty Diploma, GED, equal certification or army expertise


• At the very least three years of banking expertise


• A minimum of 1 yr of customer support expertise


• A minimum of 1 yr of sales expertise

Most popular Qualifications:

• Bachelor’s Diploma


• four years of banking expertise


• 2 years of telephone based mostly sales expertise

Presently, Capital One won’t sponsor a brand new applicant for employment authorization for this place.

No businesses please. Capital One is an Equal Alternative Employer dedicated to variety within the office. All certified candidates will obtain consideration for employment with out regard to gender, race, shade, age, nationwide origin, faith, incapacity, genetic info, marital standing, sexual orientation, gender id/task, citizenship, being pregnant or maternity, protected veteran standing, or another standing protected by relevant nationwide, federal, state or native regulation Capital One promotes a drug-free office. Capital One will contemplate for employment certified candidates with a legal historical past in a fashion in keeping with the necessities of relevant legal guidelines relating to legal background inquiries, together with, to the extent relevant, Article 23-A of the New York Correction Regulation; San Francisco, California Police Code Article 49, Sections 4901-4920; New York Metropolis’s Truthful Probability Act; Philadelphia’s Truthful Felony Data Screening Act; and different relevant federal, state, and native legal guidelines and laws relating to legal background inquiries.

Should you require an lodging to use for a job or to carry out a job, please contact Capital One Recruiting at 1-800-304-9102 or RecruitingAccommodation@capitalone.com .

All info you present shall be stored confidential and might be used solely to the extent required to offer wanted affordable lodging.

For technical help or questions on Capital One’s recruiting course of, please ship an e-mail to Careers@capitalone.com

Capital One doesn’t present, endorse nor assure and isn’t responsible for third-social gathering merchandise, providers, instructional instruments or different info obtainable by way of this website.

Capital One Monetary is made up of a number of totally different entities. Please word that any place posted in Canada is for Capital One Canada, any place posted in the UK is for Capital One Europe and any place posted within the Philippines is for Capital One Philippines Service Corp. (COPSSC).

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