Small Business Banker II
4 weeks ago
Plano 3 (31063), United States of America, Plano, Texas Small Business Banker II (Inside Sales) The Virtual Business Banker II (VBB II) is responsible for daily operations, execution and support of inbound/outbound phone-based retention and sales effort occurring within a phone based environment. VBB II will focus attention on proactively retaining and deepening an existing portfolio of complex and high net worth small business owner relationships through retaining and cross selling additional business products and services. The VBB II will be expected to build relationships which in turn may lead to sourcing additional products and services through outbound phone activities. The VBB II should have an understanding of the complex business cash flow cycle and apply advanced business credit sales skills to the client interaction using an existing multi touch client contact strategy and sales process. These customers are typically Business Banker customers including complex Business Banker Manager, Sr. Manager and Director portfolios. General 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, etc. Build and foster strong team of partners through the interaction model to best support customers (Treasury Management Officer, Merchant Services, Business Card Reps, Market Credit Exec, Sales Support) Exhibits the ability to successfully multitask in a virtual setting, while proactively engaging clients and prospects. Efficiently navigate customer relationship management software, as well as other relevant applications simultaneously. Actively utilizes Sales Relationship Management system with calls, pipeline activities and sales results. Maintains a regular calling cadence on clients and leads in order 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. Effectively establish rapport with clients and prospects, maintain a clear product and service knowledge skill set to adequately understand the business’ operating model, and recommend the appropriate product solution. Refers customer to appropriate channel for complex Treasury Management and Merchant Service product needs and follow up to ensure products/accounts are opened and engaged. Understands proper problem resolution and refers servicing issues to the appropriate servicing call center or support associate. Holds accountability for the execution of risk management / compliance protocols within the sales process and in all client and prospect interactions. Adherence to all regulatory requirements as well as internal policies and procedures. Collaborate on various special projects or initiatives as assigned. Holds self & others accountable for demonstrating Capital One’s values in interactions with peers, customers, direct reports & supervisors. Basic Qualifications: At least 2 years of Business Banking experience. Preferred Qualifications: 5+ years Business Banking experience. 1+ year of phone based sales experience. Formal credit training. At this time, Capital One will not sponsor a new applicant for employment authorization for this position. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries. #J-18808-Ljbffr
-
Community Banker RM/Small Business Banker
1 month ago
Richmond, California, United States Bremer Bank National Association Full timeWhy Work at Bremer?Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...
-
Community Banker RM/Small Business Banker
1 month ago
New Richmond, United States Bremer Bank National Association Full timeWhy Work at Bremer? Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...
-
Universal Banker II
4 weeks ago
Richmond, United States First Bank Richmond Full timeJob DescriptionJob DescriptionPosition SummaryUniversal Banker II will serve as the face of the Bank at our retail branches. Universal Banker II will maintain long-standing customer relationships and effectively generate new relationships within our community markets. In addition to handling day-to-day deposits and withdrawals, Universal Banker II will be...
-
Experienced Universal Banker II
3 days ago
Richmond, Indiana, United States First Bank Richmond Full timePosition OverviewRole SummaryThe Universal Banker II acts as the primary representative of First Bank Richmond at our retail locations. This role is essential in nurturing enduring customer connections while effectively cultivating new relationships within the community. Beyond managing routine deposits and withdrawals, the Universal Banker II will also be...
-
Community Banker Team Lead/Small Business Banker
2 months ago
New Richmond, United States Bremer Bank National Association Full timeWhy Work at Bremer? Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...
-
Business Banking Specialist II
1 week ago
Richmond, Texas, United States Capital One National Association Full timeLocation: United States of AmericaPosition Overview:The Virtual Business Banker II (VBB II) plays a crucial role in managing daily operations and supporting both inbound and outbound sales initiatives within a phone-based environment.Key Responsibilities:- Focus on proactively retaining and enhancing relationships with a portfolio of complex and high net...
-
Universal Banker I
2 weeks ago
Richmond, United States First Bank Richmond Part timeJob DescriptionJob DescriptionPosition SummaryUniversal Banker I will serve as the face of the Bank at our retail branches. Universal Banker I will maintain long-standing customer relationships and effectively generate new relationships within our community markets. In addition to handling day-to-day deposits and withdrawals, Universal Banker I will be...
-
Universal Banker I
3 months ago
Richmond, United States First Bank Richmond Full timeJob DescriptionJob DescriptionPosition SummaryUniversal Banker I will serve as the face of the Bank at our retail branches. Universal Banker I will maintain long-standing customer relationships and effectively generate new relationships within our community markets. In addition to handling day-to-day deposits and withdrawals, Universal Banker I will be...
-
Community Banker RM Senior
3 weeks ago
Richmond, California, United States Bremer Bank National Association Full timeWhy Work at Bremer?Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...
-
Business Banking Specialist II
1 week ago
Richmond, Texas, United States Capital One National Association Full timeLocation: RemotePosition Overview:The Virtual Small Business Consultant II (VBB II) plays a crucial role in managing daily operations and supporting both inbound and outbound sales efforts within a virtual environment.Key Responsibilities:- Focus on retaining and enhancing relationships with a portfolio of small business owners, particularly those with...
-
Retail Banking Specialist II
1 week ago
Richmond, Indiana, United States First Bank Richmond Full timePosition OverviewRole SummaryThe Retail Banking Specialist II will act as the primary representative of First Bank Richmond at our branch locations. This role is essential in nurturing existing customer relationships while also cultivating new connections within the community. Beyond managing routine deposits and withdrawals, the Retail Banking Specialist II...
-
Retail Banking Specialist II
1 week ago
Richmond, Indiana, United States First Bank Richmond Full timeJob OverviewPosition SummaryThe Retail Banking Specialist II will act as the primary representative of First Bank Richmond at our branch locations. This role is essential in nurturing enduring customer relationships while effectively cultivating new connections within our community. Beyond managing daily transactions such as deposits and withdrawals, the...
-
Community Banker RM Senior
3 weeks ago
New Richmond, United States Bremer Bank National Association Full timeWhy Work at Bremer? Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...
-
Personal Banker Richmond Main
5 months ago
Richmond, United States Wells Fargo Full timeParticipate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers with ba Personal Banker, Customer Experience, Banker, Financial, Banking, Business Services, Benefits, Relationship
-
Consumer Banker Team Lead
3 weeks ago
Richmond, California, United States Bremer Bank National Association Full timeWhy Work at Bremer?Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...
-
Sales Professional
11 hours ago
Richmond, Virginia, United States Thryv Full timeAbout ThryvAt Thryv, we're a team dedicated to helping small businesses succeed. With over 100 years of experience, we provide technology, software, and automation tools to help entrepreneurs manage their time, communicate with clients, and get paid. Our goal is to empower small businesses to compete and win in the market.Job SummaryWe're seeking a highly...
-
Small Business Sales Rep
3 weeks ago
Richmond Hill, United States SafeTouch LLC Full timeJob DescriptionJob DescriptionSmall Business Sales RepresentativeSafeTouch Security, a recognized company serving the community for over 30 years, values its employees as the cornerstone of its success. Join our team and become part of a culture dedicated to excellence and innovation.Description: As a Small Business Sales Representative at SafeTouch...
-
Small Business Sales Rep
1 month ago
Richmond Hill, United States SafeTouch LLC Full timeJob DescriptionJob DescriptionSmall Business Sales RepresentativeSafeTouch Security, a recognized company serving the community for over 30 years, values its employees as the cornerstone of its success. Join our team and become part of a culture dedicated to excellence and innovation.Description: As a Small Business Sales Representative at SafeTouch...
-
Sales Professional
11 hours ago
Richmond, Virginia, United States Thryv Full timeAbout ThryvAt Thryv, we're a team dedicated to helping small and medium-sized businesses succeed. With over 125 years of experience, we provide technology, software, and automation tools to help business owners manage their time, communicate with clients, and get paid. Our goal is to empower businesses to take control of their operations and achieve...
-
Personal Banker
2 weeks ago
Richmond, United States Fccu Full timeWe are currently seeking a Personal Banker, bilingual preferred (English/Spanish), for our Aliana location in Richmond, TX to assist credit union members with various financial transactions in a personable, professional manner. The Personal Banker (PB) works with existing credit union membership and solicits new members to utilize various credit union...
