Client Support Specialist (CSS) – Business Banking

Capital One
July 11, 2019
Edison, NJ
Job Type


At Capital One, we’re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding.

Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results. We elevate each other and obsess about doing the right thing. Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams. Together, we are on a quest to change banking for good.

Client Support Specialist (CSS) - Business Banking

Small businesses are the backbone of America and a vital part of the economy as a whole. Their success is essential to economic growth and prosperity. We believe that confidence is the best business plan. Within Capital One’s Small Business Bank (SBB) division, we help our clients stand out with personalized advice and resources that can help them prepare for what’s next. We’ve helped over 450,000 business owners secure their finances, streamline their cash flow and save time on banking. We provide a variety of competitive savings, checking, escrow, lending and treasury management products.


Each 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 CSS will need to possess the ability to develop relationships with COI’s and through networking as well as be a part of outside community development activities and events. The roles 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 on outside visits with clients, and maintain overall customer experience in partnership with Banker and Service Support Specialist.


  • 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.

  • Joint Calls with Banker

In-field joint calling with Bankers for deepening relationships and meet with client meetings in order to progress and secure new sales opportunities on behalf of the Banker

  • TM Direct Sell and TM Support

Document Collection, Intellix Access, XAA pricing Access, Escrow Express Access, Direct Sales training

  • Manages Appointment Setting

Sell of Fraud Prevention, and Banker portfolio 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.

  • NARF 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, Weekly Banker Check-in

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. 

Company Description

Capital One Financial Corporation, incorporated in July 21, 1994, is a diversified banking company focused primarily on consumer and commercial lending and deposit origination. Its principal business segments are Local Banking and National Lending. Local Banking includes consumer, small business and commercial deposits, and lending conducted within its branch network. The National Lending segment consists of three sub-segments: the U.S. Card sub-segment, which consists of domestic consumer credit and debit card activities; the Auto Finance sub-segment, which includes automobile and other motor vehicle financing activities, and the Global Financial Services sub-segment consisting of international lending activities, small business lending, installment loans, home loans, healthcare financing and other diversified activities. Capital One is an equal opportunity employer F/M/Disability/Veteran/Sexual Orientation/Gender Identity

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