Business Banking- Client Support Specialist (Phoenix, AZ)

Capital One
Phoenix, Arizona
Aug 10, 2022
Sep 08, 2022
Full Time
Locations: Sales - AZ - Phoenix, United States of America, Phoenix, Arizona

Business Banking- Client Support Specialist (Phoenix, AZ)

*** Candidates must live within 100 miles driving distance of Phoenix, AZ to be considered.


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.

  • 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.
  • HRBR Assistance and Fraud

Works with centralized fraud manager and Banker/MSE/SSM and Evaluate risk and supports 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 audit scores. Mentors and trains new hires.

Work at Home Technology Requirements:
  • A secure home office environment that is free from background noise and distractions
  • A reliable private internet connection that is not supplied by use cellular data (hot spot)
    • Cable or fiber connections are preferred
    • Internet service download speeds must be at least 5 mbps, with 10+ mbps preferred - check your download speed using a speed test. A sample one can be found here . To test your home internet from your personal computer at home, type into the web browser of your personal computer.
    • Sustained ability to maintain latency less than 250 ms in voice calls is required
  • Hard wired connectivity is preferred, any use of wireless connectivity must be Private (non-public) and password protected through WPA2-PSK (AES) encryption. If you have any questions about your encryption, please consult with your internet provider
    • A private network is password protected where you have ownership or line of site to every device on the network
  • Capital One reserves the right to request proof of internet provider, speed and service package from the associate
  • Requirements are subject to change, as new systems and technology are delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice.

Work At Home Living Requirements:
  • Candidates must live within approximately 100 miles driving distance of Phoenix, AZ and be comfortable coming in person whenever required with no less than 24 hours notice.

If you are unable to attain the required Capital One Work at Home compatible internet access or you live beyond 125 miles of the specified hub site, Capital One reserves the right to rescind this offer.

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.

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, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, 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 . 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

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).

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