Customer Engagement Consultant (Sales), Business Cards & Payments (Hybrid), Plano, Texas at Capital One

Plano, Texas, United States

Capital One Logo
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Payments, Business CardsIndustries

Requirements

  • Bachelor's degree or military experience
  • Strong interest in sales and desire to continue learning and growing in a sales based environment
  • Proven track record of successful face-to-face or phone based sales and client management experience (Preferred: 1+ years)
  • Drive, focus, independent thinking, and the ability to work autonomously
  • Influential communication skills (both written and verbal), ability to quickly move key decision makers through a change curve via a proactive phone based approach
  • A consultative mindset and the ability to adapt to an ever changing environment
  • Real-time effective utilization of judgment and problem solving skills
  • Self-starter, go-getter, deal maker, disciplined and autonomous
  • Strong relationship building skills
  • Strong influence and client management skills
  • Consultative sales skill set
  • Ability to work in a fast-paced environment with changing priorities

Responsibilities

  • Execute outbound contact campaigns through a variety of channels and execute next steps to help meet the client’s needs
  • Execute call campaigns, engage customers to speak further about complex opportunities and take action in real-time
  • Develop subject matter expertise on the Business Cards & Payments product suite in order to effectively problem solve, cross-sell or pitch a solution that meets the client’s needs
  • Use judgment to identify the appropriate path to embark on with the client and engage partners or leadership as needed
  • Utilize various forms of communication including, but not limited to email, phone and direct mail
  • Develop, manage and maintain relationships with field teams across Business Cards & Payments
  • Work independently and seek out feedback and data to reflect on and improve your own performance
  • Be compliant with all Capital One protocols and client activities
  • Maintain and update the CRM system

Skills

Sales
Outbound Calling
Customer Engagement
Relationship Building
Client Management
Consultative Selling
Autonomous Work

Capital One

Offers diverse financial products and services

About Capital One

Capital One provides a variety of financial services aimed at making banking accessible and easy for everyone. The company offers products such as credit cards, savings accounts, car loans, and business checking accounts, catering to both individual consumers and small businesses primarily in the United States. Capital One's approach includes user-friendly banking solutions with no fees or minimums for checking accounts, allowing customers to manage their finances more effectively. They generate revenue through interest on loans, credit card fees, and investment banking services. What sets Capital One apart from its competitors is its strong commitment to financial inclusion and literacy, demonstrated through community partnerships and educational initiatives, such as collaborations with Khan Academy. The company's goal is to create a more inclusive financial system and empower customers with the knowledge and tools they need to make informed financial decisions.

McLean, VirginiaHeadquarters
2014Year Founded
$15.9MTotal Funding
IPOCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees

Benefits

Medical, Dental, & Vision coverage
Onsite Health Centers
Prescription saving with network of local pharmacies
Stock Purchase Plan
Education Assistance
401(k)
Flexible Spending Accounts
Life and Disability insurance
Generous paid time off + corporate & floating holidays
Registered dieticians on site, cooking classes and free virtual fitness classes
Employee Assistance Program

Risks

Increased competition in subscription management tools may dilute Capital One's advantage.
Over-reliance on partnerships could expose Capital One to technological risks.
Departure of key personnel like Joe Rodriguez may affect risk management continuity.

Differentiation

Capital One offers user-friendly banking with no fees or minimums for checking accounts.
The company partners with Khan Academy to provide financial literacy education.
Capital One is the first major U.S. bank to offer subscription management tools.

Upsides

Capital One's mobile app is a model for secure, user-friendly digital banking.
Data sharing with Worldpay enhances payment security and fraud prevention.
Partnerships with fintechs like Minna Technologies improve customer experience.

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