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RELATIONSHIP BANKER II - Bayside NY

Company: Capital One
Location: Bayside, NY
Posted On: 10/13/2009

Summary:

The Relationship Banker II is primarily responsible for direct selling of our consumer and small business products/services to existing and new customers.



Responsibilities:

  • Meets with prospects and customers through outbound calling efforts, branch referrals to specialist areas such as Investments, Private Client Group, Small Business, etc to discuss and sell banking products.

  • Uses sales skills and tools to analyze and determine customer needs. Recommends and sells appropriate solutions (consumer and business) both in person and on the telephone.

  • Profiles customers using open-ended questions

  • Maintains a working knowledge of the complete line of products and services offered; taking responsibility to keep up to date and request assistance for further development needs.

  • Researches and answers customer inquiries and requests regarding accounts, products, rates and services.

  • Coordinates and leads any training and sales meetings as requested.

  • Acts as a back-up to the Assistant Branch Sales Manager/ Branch Sales Manager as requested.

  • Assists in business development/calling efforts as requested. Attends business receptions and outside customer functions as requested.

  • Performs servicing duties: greets customers/prospects in the lobby and on the phone, researches customer inquiries, orders checks and/or debit cards, returns phone calls, accepts and forwards wires, and other customer originated servicing needs with the intent of enhancing customer retention and exploring additional sales opportunities.

  • Ensures all audit and security policies and procedures are followed in accordance with Bank policy and Federal regulations.df-lj More...

    Experience

    Basic Qualifications:

    • High School Diploma; GED or Equivalent

    • 1 years customer service experience and 1 year sales experience.



    Capital One will not file non-immigrant visa petitions for alien workers.



    As a recipient of TARP funding subject to the ARRA, Capital One will not sponsor new H-1B petitions or transfer existing H1B visas for new hires to Capital One.



    No agencies please. Capital One is an equal opportunity employer committed to diversity in the workplace. We promote a drug-free work environment. We emphasize recruiting, hiring, and retaining the most qualified candidates and providing them with the opportunity to meet their potential. We provide an environment where differences lead to solutions.

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