Virtual Business Banker II: Retention & Growth

Capital One National Association; Plano (TX); On-site; USD 147,000 - 167,000; Full time

Job summary

Capital One is seeking a Virtual Business Banker II to manage and deepen relationships with a portfolio of small business customers in a virtual, phone-based environment. The role focuses on retention, cross-selling financial products, and proactive outreach to existing clients.

The VBB II will leverage advanced business credit sales skills and a multi-touch contact strategy to expand relationships across treasury, deposits, and lending products, while maintaining compliance and a strong

Qualifications

• At least 2 years of Business Banking experience.
• 5+ years Business Banking experience.
• 1+ year of phone-based sales experience.
• Formal credit training.

Responsibilities

• Manage relationship, retention, and deepening of the assigned book of business.
• Build partnerships with Treasury Management, Merchant Services, and other teams.
• Multitask effectively in a virtual setting and proactively engage clients and prospects.
• Navigate CRM and related applications while managing pipeline and sales results.
• Maintain a regular calling cadence to generate deposits, treasury, and lending business.
• Adhere to risk, compliance, and regulatory requirements in sales processes.

Skills

Business banking experience

Phone-based sales

Relationship management

Cross-selling

CRM navigation

Tools

CRM software

Job description

Capital One is seeking a Virtual Business Banker II to manage and deepen relationships with a portfolio of small business customers in a virtual, phone-based environment. The role focuses on retention, cross-selling financial products, and proactive outreach to existing clients.

The VBB II will leverage advanced business credit sales skills and a multi-touch contact strategy to expand relationships across treasury, deposits, and lending products, while maintaining compliance and a strong