Capital One · 2 months ago
Customer Engagement Consultant (Sales), Business Cards & Payments (Hybrid), Plano, Texas
Plano, TX
Full-time
Hybrid
Entry Level
$65K/yr - $74K/yr
1+ years expCapital One is a financial services company committed to supporting the entrepreneurial spirit of America's business owners. The Customer Engagement Consultant will be responsible for executing outbound contact campaigns, identifying opportunities, and providing direct support to customers to help meet their needs.
Financial Services
No H1B
Responsibilities
The goal of this individual is to 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
Qualification
Required
Bachelor's degree or military experience
A strong interest in sales and desire to continue learning and growing in a sales based environment
A proven track record of successful face-to-face or phone based sales and client management experience
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
Preferred
1+ years of sales or client management experience
Benefits
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.
Company
Capital One
Capital One is a financial services company that provides banking, credit card, auto loan, savings, and commercial banking services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$5.45BKey Investors
Berkshire Hathaway
2025-09-11Post Ipo Debt· $2.75B
2025-01-30Post Ipo Debt· $1.75B
2023-05-15Post Ipo Equity· $954M
Leadership Team
Lo Li
CTO, Managing Vice President Retail Bank
Daniel Arellano
Senior Vice President, Business Cards and Payments
Recent News
Benzinga.com
2026-01-21
Business – Latest Financial & Stock Market News | New York Post
2026-01-20
Business News: Pasadena Star-News
2026-01-19
Company data provided by crunchbase