Fairfield (10930), United States of America, Fairfield, New Jersey
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 (Fairfield or Edison, NJ)
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.
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.
Works with the Banker on all new deposit/TM account and loan set-ups, and cares for overall account onboarding experience with the client.
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
Document Collection, Intellix Access, XAA pricing Access, Escrow Express Access, Direct Sales training
Sell of Fraud Prevention, and Banker portfolio and Deepen/Cross-sell Services- (All Products)
Monitor and manage the funding of all accounts.
Outbound calling in to the Banker's BOB and manages the follow-up, and setting of appointments.
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.
Link Opportunity/Financial Acct, Document CCS Appts, Upload Docs, Funding/ Follow up, Weekly Banker Check-in
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.