Client Support Specialist (CSS) - Business Banking

Job Description

1307 Walt Whitman (22600), United States of America, Melville, New York

At Capital One, we’re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding.
Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results. We elevate each other and obsess about doing the right thing. Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams. Together, we are on a quest to change banking for good.

Client Support Specialist (CSS) - Business Banking

Small businesses are the backbone of America and a vital part of the economy as a whole. Their success is essential to economic growth and prosperity. We believe that confidence is the best business plan. Within Capital One’s Small Business Bank (SBB) division, we help our clients stand out with personalized advice and resources that can help them prepare for what’s next. We’ve helped over 450,000 business owners secure their finances, streamline their cash flow and save time on banking. We provide a variety of competitive savings, checking, escrow, lending and treasury management products.

Summary:

Each CSS will be responsible for covering 8+ Bankers in a Region. The CSS is a member of the relationship management team responsible for building, maintaining, growing existing and new client relationships in partnership with bankers. The CSS will need to possess the ability to develop relationships with COI’s and through networking as well as be a part of outside community development activities and events. The roles main responsibility is to deepen and promote relationship growth, through developing new deposit opportunities, treasury, merchant and credit relationships for the Bank to promote overall household growth. The CSS is an additional point of contact and key financial and service advisor for the client. The CSS should possess the ability to deepen and grow relationships through cross sell opportunities, maintain strong communication with clients for follow up and relationship updates. The CSS will organize appointment setting, partner with the banker on outside visits with clients, and maintain overall customer experience in partnership with Banker and Service Support Specialist.

Responsibilities:

• Sales Assistance

Works with the Banker on all new deposit/TM account and loan set-ups, and cares for overall account onboarding experience with the client.

• Joint Calls with Banker

In-field joint calling with Bankers for deepening relationships and meet with client meetings in order to progress and secure new sales opportunities on behalf of the Banker

• TM Direct Sell and TM Support

Document Collection, Intellix Access, XAA pricing Access, Escrow Express Access, Direct Sales training

• Manages Appointment Setting

Sell of Fraud Prevention, and Banker portfolio and Deepen/Cross-sell Services- (All Products)

• Manage Account Funding

Monitor and manage the funding of all accounts.

• CCS Strategy Management

Outbound calling in to the Banker’s BOB and manages the follow-up, and setting of appointments.

• NARF Assistance and Fraud

Works with centralized fraud manager and Banker/MSE/SSM and Evaluate risk and supports in KYC efforts and overall protection of fraud and enhanced due diligence.

• Salesforce

Link Opportunity/Financial Acct, Document CCS Appts, Upload Docs, Funding/ Follow up, Weekly Banker Check-in

Basic Qualifications

• At least 2 years of banking experience

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Preferred Qualifications:

• 2+ years of sales experience
• 2+ years of experience in business banking
• 1+ year working with credit products

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

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, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, 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, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at [email protected] . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One’s recruiting process, please send an email to [email protected]

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Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).