Virtual Business Banker II: Retention & Growth

Capital One; Mandeville (LA); On-site; USD 122,000 - 139,000; Full time

Job summary

Capital One is seeking a Virtual Business Banker II in Mandeville, LA to manage a portfolio of business banking clients. The role focuses on retention, cross-selling treasury, lending, and cash management products through proactive outbound and inbound calls.

You will collaborate with partners, navigate CRM systems, and meet targets while complying with risk and regulatory requirements. A background in business banking and phone-based sales is preferred, with credit training a plus.

Qualifications

• At least 2 years of Business Banking experience
• 5+ years Business Banking experience (preferred)
• 1+ year of phone based sales experience (preferred)
• Formal credit training (preferred)

Responsibilities

• 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
• Build and foster a strong team of partners through the interaction model to best support customers
• Exhibits the ability to multitask in a virtual setting while proactively engaging clients and prospects
• Efficiently navigate customer relationship management software and other relevant applications
• Actively utilizes Sales Relationship Management system with calls, pipeline activities and sales results
• Maintains a regular calling cadence on clients and leads 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
• Establishes rapport with clients, maintains product knowledge to understand the business’ operating model, and recommends appropriate solutions
• Refers customers to appropriate channel for complex Treasury Management and Merchant Service needs and follows up to ensure engagement
• Understands proper problem resolution and refers servicing issues to the appropriate center
• Holds accountability for risk management/compliance in sales processes and interactions
• Adheres to regulatory requirements and internal policies
• Collaborates on special projects
• Demonstrates Capital One values in interactions with peers and customers

Skills

Business Banking

Phone-based sales

Relationship management

Job description

Capital One is seeking a Virtual Business Banker II in Mandeville, LA to manage a portfolio of business banking clients. The role focuses on retention, cross-selling treasury, lending, and cash management products through proactive outbound and inbound calls.

You will collaborate with partners, navigate CRM systems, and meet targets while complying with risk and regulatory requirements. A background in business banking and phone-based sales is preferred, with credit training a plus.