Sales Support Specialist - New York/New Jersey

  • Company: Capital One
  • Location: New York, New York
  • Posted: January 18, 2017
  • Reference ID: R17773
NYC 299 Park Avenue (22957), United States of America, New York, New York

Sales Support Specialist - New York/New Jersey

The Support Specialist Sales typically supports 3+ Business Bankers. The SS-Sales focuses primarily on sales support activities to include identifying cross-sell opportunities, proactive customer and prospect calls (typically by phone), prospect research, presentations, etc. The SS-Sales also performs customer service and portfolio management activities. The SS-Sales is the champion of data integrity and the sales support and service process for their respective team. 

- Proactively call customers to deepen business relationships and inform customers of products and services. 
- Identify cross sell opportunities. 
- Proactively call prospects to schedule appointments with the banker 
- Research information for customer/prospect calls 
- Prepare Pitchbooks, letters and customer correspondence 
- Gather required documentation for deposit openings and other product sales. 
- Assist with information gathering and application process of new loans. 
- Ensure high quality customer service and accurate/timely issue resolution. 
- Prepare and review various reports. 
- Maintain data integrity to include bank systems and relationship management programs and pipelines. 
- Monitor overdraft accounts, analyze information and make sound and timely decisions. 
- Meet with bankers regularly for planning, status updates and priorities 
- Act as operational resource for the team. 
- Assist with training of new hires/mentors. 

Level of complexity, scope of support and skill set execution is greater than SS Sales I as it relates to problems solving and activities. 

Additional responsibilities include projects, participation in bank initiatives, training and compliance.  

- High School diploma, GED, equivalent certification or military experience
- At least 2 years of banking experience
- Proficient in Microsoft Office

- Bachelor's degree 

- 4 years banking experience

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

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