Virtual Business Banker II: SMB Growth & Retention

Capital One Group; Plano, Northern (TX, KY); Hybrid; USD 122,000 - 139,000; Full time

Job summary

Capital One seeks a Virtual Business Banker II to manage and expand a portfolio of business banking clients in a predominantly phone-based environment. You will focus on retention, cross-selling and building relationships to drive deposits, treasury and lending opportunities.

The role emphasizes strong understanding of business cash flow, credit sales skills, and the ability to work with partners across Merchant Services, Treasury Management, and Sales Support.

Qualifications

• 2+ years of Business Banking experience.
• Experience with phone-based sales is preferred.
• Formal credit training is a plus.

Responsibilities

• Manage and expand a portfolio of business banking clients.
• Retain and cross-sell products to existing clients.
• Use CRM to track calls, activities and results.
• Collaborate with Treasury Management and Merchant Services teams.

Skills

Business Banking

Phone-based sales

Job description

Capital One seeks a Virtual Business Banker II to manage and expand a portfolio of business banking clients in a predominantly phone-based environment. You will focus on retention, cross-selling and building relationships to drive deposits, treasury and lending opportunities.

The role emphasizes strong understanding of business cash flow, credit sales skills, and the ability to work with partners across Merchant Services, Treasury Management, and Sales Support.