Virtual Business Banker II — Retention & Growth

Capital One; Austin (TX); On-site; USD 122,000 - 139,000; Full time

Job summary

Capital One is seeking a Virtual Business Banker II to manage a portfolio of business banking clients, focusing on retention and expansion of services. You will work with treasury management, merchant services, and credit teams to deliver tailored solutions while maintaining strong relationships.

The role emphasizes multi-tasking in a virtual environment, proactive outreach, and adherence to regulatory requirements.

Qualifications

• Minimum 2 years in Business Banking or related field.
• Proven ability to retain and grow client relationships.
• Strong understanding of cash flow and treasury concepts.

Responsibilities

• Manage a portfolio of Business Banking clients, focusing on retention and deepening relationships.
• Collaborate with partners (Treasury Management, Merchant Services, Credit) to serve clients.
• Proactively reach out to prospects and clients via phone to meet targets.
• Navigate CRM and sales tools to track activities and outcomes.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Business Banking

Phone sales

Relationship management

Job description

Capital One is seeking a Virtual Business Banker II to manage a portfolio of business banking clients, focusing on retention and expansion of services. You will work with treasury management, merchant services, and credit teams to deliver tailored solutions while maintaining strong relationships.

The role emphasizes multi-tasking in a virtual environment, proactive outreach, and adherence to regulatory requirements.