Relationship Manager, Business Cards & Payments - Acquisitions (San Francisco)Capital One • San Francisco, CA, United States
Relationship Manager, Business Cards & Payments - Acquisitions (San Francisco)
Capital One • San Francisco, CA, United States
30+ days ago
Job type
- Part-time
Job descriptionTerritory : San Francisco Capital One’s Business Cards & Payments group, you will find a culture that expects and rewards excellence. We believe in unlocking the power of people and equipping them to do great things! We are looking for like-minded people who can share our passion for success and a high sense of urgency to deliver on customer needs.Our Field Sales teams works with Small and Mid-Sized Business owners to create long term, meaningful relationships to better understand their business and their entire B2B wallet. Through a consultative approach, we are able to help small and mid-sized business owners identify the right products to optimize the rewards and benefits they receive. We are committed to helping customers leverage our tools to lower the stress of financial management and increase the profitability of the bottom line. We aspire to become a trusted advisor, an informed teacher, and a concierge to guide and improve the confusing experience of owning, managing, and growing a small and mid-sized business.To do this we must be accessible, we must be as dynamic and adaptive as their lifestyle is, and we must be present in the lives of these customers. So we have committed to building field-based regional teams that engage small and mid sized businesses in their own communities and on their terms.You will be instrumental in assisting small and mid-size businesses to thrive and to grow. The ideal candidate will have an entrepreneurial spirit and serve as an advocate for our customers. They will be innovative, highly organized, and have a measurable, demonstrated ability to drive business results while delivering superior service to our customers. Independent, results-driven, goal-oriented, self-starters will thrive within our organization. You will be responsible for identifying and building new business opportunities in your assigned territory. This individual will be responsible for multiple aspects of the sales cycle : building a go-to-market business plan, identifying and qualifying leads, cold-calling c-suite executives to set new appointments, assessing the needs of potential customers using a consultative approach, working with underwriting to evaluate risk, and driving new account engagement. This person needs to be process-oriented and highly organized. You will be expected to disrupt prospects’ thinking and deliver solutions that transform their businesses. General Responsibilities : Use insight and consultative selling techniques to teach prospective customers how they can leverage payment solutions (purchasing, travel, and electronic account payable) to positively impact their business Learn about local small and mid-sized businesses and their purchasing needs and behavior Analyze the small and mid-sized business’s total business spend to identify additional opportunities to leverage our products and services Build broad and technical product knowledge and an understanding of how client-side processes should work with our products and services Assist the business with incorporating our products into their purchasing platform and bookkeeping software Maintain and update CRM systems regarding sales calls, pipelines and closed sales to ensure data compliance Acquire net new customers by cold call prospecting ; this is not a referral sales model Initiate and participate in educational and / or networking events Establish relationships with “Centers of Influence” in order to engage with the local small and mid-sized business community Drive incremental charge volume on the card with new clients Competencies : Project and process management, interpersonal influence, networking, project ownership, and workflow management skills Excellent needs-based oral presentation skills Ability to secure appointments directly with clients and new prospects Strong organizational, interpersonal, telephone and PC Skills Proven experience hunting for net new business selling in the field Basic Qualifications : At least 3 years of sales experience Preferred Qualifications : Bachelor's Degree 5 years of outside customer sales experience as an individual contributor, driving new acquisition as well as managing a client portfolio 1 year of experience working with small and mid-sized business Customers 1 year of experience in the financial industry Proficiency using Salesforce.com Proficiency using Google Suite (Docs, Sheets, Slides, Gmail) At this time, Capital One will not sponsor a new applicant for employment authorization for this position. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
#J-18808-Ljbffr
Create a job alert for this search
Relationship Manager • San Francisco, CA, United States
Related jobs
Are you looking for an opportunity to support a leading community and private bank serving Bay Area businesses, nonprofits, and individuals? Bank of San Francisco is seeking a.Relationship Manager,...Show more
This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.
The business offers deposit solutions, loans, treasury services and oth...Show more
Private Banking Relationship Manager - San Francisco or Menlo Park, CA.Join to apply for the Private Banking Relationship Manager - San Francisco or Menlo Park, CA role at California Bank & Trust.W...Show more
Application Deadline : 11 / 27 / 2025.Job Family Group : Commercial Sales & Service.Come join a culture that is about so much more than the bottom line.
Be a part of a team that celebrates big ideas, supp...Show more
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...Show more
If you reside in California, please see our.California Applicant Privacy Policy.Let MV Transportation expand your toolbox! Do you want a stable career with great and steady pay, a set schedule, and...Show more
This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.
The business offers deposit solutions, loans, treasury services and oth...Show more
VP Commercial Banking Relationship Manager - San Francisco.About Hingham Institution for Savings.Incorporated in 1834, Hingham Institution for Savings is one of America’s oldest banks.The Bank prov...Show more Portfolio Manager - San Francisco, CA.Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the ...Show more 
Relationship Manager, Business Banking.The Relationship Manager role will be responsible for new business development, portfolio management and underwriting to support the needs of the group.This r...Show more If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more 
Territory : • • San Francisco • •Capital One’s Business Cards & Payments • • group, you will find a culture that expects and rewards excellence.
We believe in unlocking the power of people and equipping t...Show more
Wealth Relationship Manager - San Francisco (Noriega Street) at Citi.The Wealth Relationship Management (Branch) Sr.Analyst SAFE Act is a seasoned professional role that applies in‑depth disciplina...Show more If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more 
Payments Partnerships Manager - Card Networks Payments Partnership San Francisco This is Adyen Adyen provides payments, data, and financial products in a single solution for customers like Meta, U...Show more
Come join a culture that is about so much more than the bottom line.Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local c...Show more
Account Services Manager (Contract).El Segundo, CA (Hybrid : 2–3 days onsite per week).Month Contract (Coverage for Maternity Leave).
A growing cosmetics and skincare brand is seeking an experienced....Show more
Relationship Manager
Bank of San Francisco • San Francisco, CA, United States
Full-time
Last updated: 1 day ago • Promoted
Managing Director Relationship Manager-MMB - San Francisco (hybrid)
First Citizens • San Francisco, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
Private Banking Relationship Manager - San Francisco or Menlo Park, CA
California Bank & Trust • San Francisco, CA, United States
Full-time
Last updated: 4 days ago • Promoted
Business Banking Relationship Manager
Hispanic Alliance for Career Enhancement • San Mateo, CA, United States
Full-time
Last updated: 4 days ago • Promoted
Financial Consultant - Marin, CA
Fidelity Investments • Novato, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
Private Banking Relationship Manager - San Francisco or Menlo Park, CA
BankTalent HQ • Palo Alto, CA, United States
Full-time
Last updated: 4 days ago • Promoted
Mechanic Level A
MV Transportation • Montara, CA, United States
Full-time
Last updated: 16 days ago • Promoted
Managing Director Relationship Manager-MMB - San Francisco (hybrid)
First Citizens Bank • San Francisco, CA, US
Full-time
Last updated: 30+ days ago • Promoted
VP Commercial Banking Relationship Manager - San Francisco
Hingham Institution for Savings • San Francisco, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
Portfolio Manager - San Francisco, CA
California Bank & Trust • San Francisco, CA, United States
Full-time
Last updated: 1 day ago • Promoted
Relationship Manager - Business Banking
Comerica Bank • San Francisco, CA, United States
Full-time
Last updated: 4 days ago • Promoted
Financial Consultant - Berkeley, CA
Fidelity Investments • Moss Beach, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
Relationship Manager, Business Cards & Payments - Acquisitions (San Francisco)
Capital One • San Francisco, CA, United States
Part-time
Last updated: 30+ days ago • Promoted
Wealth Relationship Manager - San Francisco (Noriega Street)
Citi • San Francisco, CA, United States
Full-time
Last updated: 1 day ago • Promoted
Financial Consultant - San Francisco, CA
Fidelity Investments • Moss Beach, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
Payments Partnerships Manager - Card Networks
Adyen • San Francisco, CA, US
Full-time
Last updated: 30+ days ago • Promoted
Business Banking Relationship Manager
Bank of Montreal • San Mateo, CA, United States
Full-time
Last updated: 4 days ago • Promoted
Account Service Manager
Vaco by Highspring • Belvedere, California, United States
Temporary
Last updated: 16 days ago • Promoted