Current jobs related to Business Banking Specialist II - Plano, Texas - Capital One Financial Corp


  • Plano, Texas, United States Capital One Full time

    Job Title: Small Business Banker IICapital One is seeking a highly skilled Small Business Banker II to join our team. As a key member of our business banking team, you will be responsible for building and maintaining relationships with small business owners, providing expert financial guidance, and identifying opportunities to grow our business.Key...


  • Plano, Texas, United States Capital One Full time

    Job Title: Small Business Banker IICapital One is seeking a highly skilled and experienced Small Business Banker II to join our team. As a key member of our business banking team, you will be responsible for building and maintaining strong relationships with our small business clients, providing them with tailored financial solutions to meet their unique...


  • Plano, Texas, United States Capital One Full time

    Job Title: Small Business Banker IICapital One is seeking a highly skilled and experienced Small Business Banker II to join our team. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our small business clients, identifying new business opportunities, and providing exceptional customer...


  • Plano, Texas, United States Sunflower Bank, N.A. Full time

    About the Role:Sunflower Bank, N.A. is seeking a motivated individual to fill the position of Mortgage Banking Specialist. As a Mortgage Banking Specialist, you will be responsible for developing leads and originating mortgage loans through branches, realtors, and builders. You will also be required to interview mortgage loan applicants, take loan...


  • Plano, Texas, United States Bank of America Full time

    Job Description:At Bank of America, we strive to create a workplace where our teammates can grow and thrive. As a Credit Servicing Specialist II, you will play a crucial role in helping us achieve this goal.Key Responsibilities:Responsible for loan system and general ledger account reconciliationResolve aged items in accounts and monitor system...


  • Plano, Texas, United States Capital One Full time

    Job SummaryWe are seeking a highly skilled Business Banking Relationship Manager to join our team at Capital One. As a key member of our business banking team, you will be responsible for building and maintaining strong relationships with our small business clients, providing them with tailored financial solutions to meet their unique needs.Key...


  • Plano, Texas, United States Beal Service Corporation Full time

    Job Title: Internet Banking SpecialistBeal Bank is seeking a highly skilled Internet Banking Specialist to join our team. As a key member of our online retail operations team, you will be responsible for providing exceptional frontline service and support to our customers.Key Responsibilities:Answer incoming phone calls and address customer needs, questions,...


  • Plano, Texas, United States LHH Recruitment Solutions Full time

    Job OpportunityLHH Recruitment Solutions is currently working with a company seeking a Retail Banking Specialist in the Dallas area. If you have the necessary qualifications and are interested in this opportunity, please review the details below.Responsibilities:Provide exceptional frontline service and support to current and prospective consumer and...


  • Plano, Texas, United States BankTalent HQ Full time

    Job Title: Business Banking Relationship ManagerAt BankTalent HQ, we believe that people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team.We grow when our employees are supported and thrive. Let us help you transform your career....


  • Plano, Texas, United States Bank of America Full time

    Job Title: Senior Business Controls SpecialistAt Bank of America, we are committed to helping our clients achieve their financial goals through responsible growth. As a Senior Business Controls Specialist, you will play a critical role in driving and executing internal control discipline and operational excellence within a Line of Business (LOB) or...


  • Plano, Texas, United States Bank of America Full time

    Job Title: Business Controls SpecialistAt Bank of America, we are committed to delivering exceptional results through our commitment to responsible growth. As a Business Controls Specialist, you will play a critical role in driving and executing internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control...


  • Plano, Texas, United States Ledgent Technology Full time

    Job Title: Home Loan Specialist IIJob Summary:The Home Loan Specialist II is a skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD). As a key contributor, you will facilitate efficient and effective processes that support business and customer service objectives.Key Responsibilities:Perform complex data and document...


  • Plano, Texas, United States Bank of America Full time

    Job Title: Senior Business Control Specialist Job Summary: We are seeking a highly skilled Senior Business Control Specialist to join our team at Bank of America. As a key member of our Business Control Function, you will be responsible for driving and executing internal control discipline and operational excellence within a Line of Business (LOB) or...


  • Plano, Texas, United States Capital One Full time

    Job SummaryWe are seeking a highly skilled Business Development Manager to join our team at Capital One. As a Business Development Manager, you will be responsible for building and maintaining relationships with our business clients, identifying new business opportunities, and developing strategies to drive growth and revenue.Key ResponsibilitiesRelationship...


  • Plano, Texas, United States USAA Full time

    About the RoleUSAA is seeking a highly skilled Business Intelligence Analyst II to join our team. As a Business Intelligence Analyst II, you will be responsible for analyzing business problems and issues using data from internal and external sources to provide insight to analysts and decision makers.You will identify and interpret trends and patterns in...


  • Plano, Texas, United States Bank of America Full time

    Job Title: SR Business Controls SpecialistThis role is responsible for driving and executing internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF).Key Responsibilities:Provide analytical and administrative support for LOB or ECF specific processes and tools to drive adherence to...


  • Plano, Texas, United States Randstad Full time

    Job Title: Home Loan Specialist IIAt Randstad, we are seeking a highly skilled Home Loan Specialist II to join our team. As a key member of our mortgage processing team, you will be responsible for performing complex data and document validation, handling more complex calls, emails, or chat sessions, and completing appraisal eligibility...


  • Plano, Texas, United States Bank of America Full time

    Job Title: Business Controls Specialist - Governance and Risk ManagementBank of America is seeking a highly motivated and experienced Business Controls Specialist to join our Governance and Risk Management team. As a key member of our team, you will be responsible for driving and executing on internal control discipline and operational excellence within a...


  • Plano, Texas, United States Randstad Full time

    Job Title: Home Loan Specialist IIRandstad is seeking a skilled Home Loan Specialist II to join our team. As a key member of our mortgage processing team, you will be responsible for performing complex data and document validation, handling complex calls, emails, or chat sessions, and completing appraisal eligibility tasks.Key Responsibilities:Perform...


  • Plano, Texas, United States Bank of America Full time

    Job Title: Business Controls Specialist - Governance and Risk ManagementJob Summary:We are seeking a highly motivated Business Controls Specialist to join our team in Fort Worth, Texas; Pennington, New Jersey; and Plano, Texas. As a Business Controls Specialist, you will be responsible for driving and executing on internal control discipline and operational...

Business Banking Specialist II

2 months ago


Plano, Texas, United States Capital One Financial Corp Full time
Location: United States of America

Position Overview:
The Virtual Business Banker II (VBB II) plays a crucial role in the daily operations and execution of inbound and outbound phone-based sales and retention efforts within a virtual environment. This position is focused on proactively managing and enhancing an existing portfolio of complex and high-net-worth small business owner relationships by retaining and cross-selling additional financial products and services.

Key Responsibilities:
  • Manage relationships, retention, and growth of the assigned portfolio while acquiring new clients through leads, referrals, and sales initiatives.
  • Collaborate effectively with a network of partners to provide optimal support to clients, including Treasury Management Officers and Sales Support teams.
  • Demonstrate the ability to multitask in a virtual setting while engaging clients and prospects proactively.
  • Utilize customer relationship management software and other relevant applications efficiently.
  • Maintain a consistent calling schedule to generate high-quality business opportunities in deposits, treasury, and lending.
  • Exhibit a strong understanding of the complex business cash flow cycle, including treasury management and financial statements.
  • Assess client needs and recommend suitable products or solutions through established sales processes.
  • Build rapport with clients and maintain a comprehensive knowledge of products and services to address their business models effectively.
  • Refer clients to appropriate channels for complex Treasury Management and Merchant Service needs and ensure follow-up.
  • Handle problem resolution and direct servicing issues to the appropriate support teams.
  • Ensure compliance with risk management protocols and regulatory requirements throughout the sales process.
  • Participate in special projects or initiatives as assigned.
  • Uphold Capital One's values in all interactions with clients and colleagues.
Qualifications:
Basic:
  • Minimum of 2 years of experience in Business Banking.
Preferred:
  • 5+ years of experience in Business Banking.
  • 1+ year of experience in phone-based sales.
  • Formal credit training is advantageous.
Company Overview:
Capital One is dedicated to providing a comprehensive and inclusive set of benefits that support the well-being of our employees. We are an equal opportunity employer committed to diversity and inclusion in the workplace.