114 5th Ave (22114), United States of America, New York, New York

Client Support Specialist- Business Banking

Each Client Support Specialist (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 role's 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.

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. Assists in precall planning. Interim owner for inactive banker books.

• TM Direct Sell and TM Implementation

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

• Manages Appointment Setting

Encourage Fraud Prevention 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. Assists with client annual reviews.

• HRBR Assistance and Fraud

Works with Client and Banker to Evaluate risk and support 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, Bi-Weekly Banker Check-ins

• Well Managed

Subject matter expert in policy and procedure. Ensures compliance training is completed and adhered too. Maintains satisfactory quality assurance scores. Mentors and trains new hires.

Basic Qualifications

• At least 2 years of banking experience

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.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

New York City (Hybrid On-Site): $103,900 - $118,600 for Client Support Specialist

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

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, 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 RecruitingAccommodation@capitalone.com. 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 Careers@capitalone.com

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

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).

Capital One is an equal opportunity employer committed to diversity in the workplace. Capital One promotes a drug-free workplace.

All qualified applicants will receive consideration for employment without regard to gender, race, color, religion, national origin, sexual orientation, protected veteran status, or disability status.

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; Newark, New Jersey Ordinance 12-1630; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

Minimum Salary: 31200.00 Maximum Salary: 31200.00 Salary Unit: Yearly