Relationship Manager – Customer , Business Cards & Payments

• Build long-term meaningful relationships with business owners
• Understand customers' businesses and goals and help them achieve greater success
• Use a consultative approach to optimize rewards and benefits from products
• Serve as a trusted advisor and informed teacher to business owners
• Grow customer purchase volume in the assigned territory
• Manage all aspects of the sales cycle
• Conduct outreach to business owners to set appointments
• Assess current customers' needs using a consultative approach
• Drive existing account engagement
• Educate customers on the Capital One value proposition and business solutions
• Teach customers how to leverage purchasing, travel, and electronic accounts payable payment solutions
• Learn purchasing needs and behaviors of current customers
• Analyze total business spend to identify opportunities for additional products and services
• Build broad and technical product knowledge and understand customer processes
• Assist customers with incorporating products into purchasing platforms and bookkeeping software
• Maintain and update CRM systems for data compliance
• Drive incremental card charge volume with existing customers

• At least 3 years of sales experience
• Bachelor's Degree (preferred)
• 5 years of outside customer sales experience as an individual contributor, driving new acquisition and managing a client portfolio (preferred)
• 1 year of experience working with Small Businesses Customers (preferred)
• 1 year of experience in the financial services industry (preferred)
• Proficiency using  (preferred)
• Proficiency using Google Suite (preferred)
• Ability to secure appointments directly with customers
• Proven experience growing existing customers in the field
• Relationship building and strategic selling skills
• Strong organizational, interpersonal, telephone, and PC skills
• Excellent needs-based oral presentation skills
• Project and process management, interpersonal influence, networking, project ownership, and workflow management skills
• Capital One will not sponsor a new applicant for employment authorization for this position

Demonstrates strong relationship-building and consultative selling skills to drive customer engagement and optimize business solutions. Proficient in managing the sales cycle and utilizing CRM systems to enhance customer interactions and data compliance.

• Sales Experience
• Consultative Selling
• Customer Relationship Management
• Proficiency
• Financial Services Industry Experience

• Sales Experience
• Consultative Selling
• Customer Needs Assessment
• Data Analysis
• Project Management

• Relationship Building
• Interpersonal Skills
• Organizational Skills
• Oral Presentation Skills
• Networking Skills

• Financial Services
• Small Business Customers
• Sales Cycle Management
• Business Solutions
• Incremental Charge Volume

• Google Suite
• CRM Systems