Relationship Banker - Manhattan South - 2nd & 10th
Location:
New York , New York
Posted:
January 12, 2017
Reference:
R12343
Lwr Manh-2nd & 10th-845 (22845), United States of America, New York, New York

Relationship Banker - Manhattan South - 2nd & 10th

At Capital One, we are passionate about providing an exceptional customer experience while helping our personal and small business clients achieve their financial goals. As a Relationship Banker, you will have the opportunity to use your love of working with people, sales abilities and product knowledge to play a vital role in our customer’s banking experience. You will partner with other branch associates to provide innovative solutions for our customers. We are looking for smart, ambitious and talented professionals to develop relationships, consult with clients and analyze which products and services best meet their needs. Join us and collaborate with other creative and goal-oriented team members in an environment where you can achieve your full potential. The Relationship Banker (RB) provides exceptional service with core knowledge of all products and services and identifies educational, sales and referral opportunities through needs-based conversations. The Relationship Banker is responsible for proactively developing, managing, retaining, deepening, and growing customer relationships of our new and existing Consumer and Small Business customers. RBs identify all customer needs with balanced sales and the ability to maximize referral opportunities and referral conversions to other lines of business, such as Capital One Investment, Home Loans, Merchant and Treasury services, Small Business and Commercial Banking. RBs must achieve set performance goals, demonstrate skills-based behaviors and acquire knowledge of complete line of products and services offered at the bank to maintain Relationship Banker certification and recertify annually. RBs must consistently demonstrate Service Excellence behaviors in their interactions with customers and in customer survey feedback. Associates must have appropriate licenses and remain in good standing. Responsibilities: - Live the company values of Excellence and Do the Right Thing - Act as a Customer Advocate - Contribute to a customer-centric culture, continuous improvement, innovation and change - Take an active role in educating customers on other banking channel options as well as sales and service offerings - Owns personal development to achieve job proficiency, meet performance goals and obtain internal Banker Certification - Meet set performance goals, demonstrate skills-based behaviors to achieve Banker Certification and Advanced Banker Certification status and recertify annually - Meets with prospects and customers to discuss and sell banking products as a result of outbound calling efforts, teller referrals and branch referrals in specialist areas such as Investments, Small Business, and/or Mortgage - Proactively maximizes sales opportunities in person and via all channels - Consistently uses needs-based assessment tools to analyze and determine customer needs - Maintains a working knowledge of the complete line of products and services offered; takes responsibility to keep up to date and request assistance for further development needs - As requested, participates in, leads and mentors associate training and sales meetings - Leverages tools to incorporate customer offers in needs based conversation - Actively contributes to branch team’s success - Creates a welcoming and warm environment in the branch by greeting customers and prospects in the lobby and on the phone; demonstrates genuine interest in the customer and in helping them meet their financial needs. - Fulfills our customer’s servicing needs by researching customer inquiries, ordering checks/and or debit cards, returning phone calls, accepting and forwarding wires and other customer-originated needs with the intent of enhancing customer retention and engagement - Ensures all audit and security policies and procedures are followed in accordance with Bank policy and Federal regulations At Capital One, we are passionate about providing an exceptional customer experience while helping our personal and small business clients achieve their financial goals. As a Relationship Banker, you will have the opportunity to use your love of working with people, sales abilities and product knowledge to play a vital role in our customer’s banking experience. You will partner with other branch associates to provide innovative solutions for our customers.   We are looking for smart, ambitious and talented professionals to develop relationships, consult with clients and analyze which products and services best meet their needs. Join us and collaborate with other creative and goal-oriented team members in an environment where you can achieve your full potential. The Relationship Banker (RB) provides exceptional service with core knowledge of all products and services and identifies educational, sales and referral opportunities through needs-based conversations.   The Relationship Banker is responsible for proactively developing, managing, retaining, deepening, and growing customer relationships of our new and existing Consumer and Small Business customers. RBs identify all customer needs with balanced sales and the ability to maximize referral opportunities and referral conversions to other lines of business, such as Capital One Investment, Home Loans, Merchant and Treasury services, Small Business and Commercial Banking. RBs must achieve set performance goals, demonstrate skills-based behaviors and acquire knowledge of complete line of products and services offered at the bank to maintain Relationship Banker certification and recertify annually. RBs must consistently demonstrate Service Excellence behaviors in their interactions with customers and in customer survey feedback. Associates must have appropriate licenses and remain in good standing. Responsibilities: - Live the company values of Excellence and Do the Right Thing - Act as a Customer Advocate - Contribute to a customer-centric culture, continuous improvement, innovation and change - Take an active role in educating customers on other banking channel options as well as sales and service offerings - Owns personal development to achieve job proficiency, meet performance goals and obtain internal Banker Certification - Meet set performance goals, demonstrate skills-based behaviors to achieve Banker Certification and Advanced Banker Certification status and recertify annually - Meets with prospects and customers to discuss and sell banking products as a result of outbound calling efforts, teller referrals and branch referrals in specialist areas such as Investments, Small Business, and/or Mortgage - Proactively maximizes sales opportunities in person and via all channels - Consistently uses needs-based assessment tools to analyze and determine customer needs - Maintains a working knowledge of the complete line of products and services offered; takes responsibility to keep up to date and request assistance for further development needs - As requested, participates in, leads and mentors associate training and sales meetings - Leverages tools to incorporate customer offers in needs based conversation - Actively contributes to branch team’s success - Creates a welcoming and warm environment in the branch by greeting customers and prospects in the lobby and on the phone; demonstrates genuine interest in the customer and in helping them meet their financial needs. - Fulfills our customer’s servicing needs by researching customer inquiries, ordering checks/and or debit cards, returning phone calls, accepting and forwarding wires and other customer-originated needs with the intent of enhancing customer retention and engagement - Ensures all audit and security policies and procedures are followed in accordance with Bank policy and Federal regulations Basic Qualifications: - High school diploma, GED or equivalent certification or military experience - At least 1 year of customer service experience - At least 1 year of Sales experience Preferred Qualifications: - Able to travel between branches in assigned local area - 2 years sales experience in a banking environment or 2 years sales experience in a retail environment or 2 years sales experience in a hospitality role - 1 year of Relationship Banker experience   At this time, Capital One will not sponsor a new applicant for employment authorization for this position.


A little about us:
Headquartered in McLean, Virginia, Capital One® offers a broad array of financial products and services to consumers.

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