Virtual Business Banker II

Discover Financial
Plano, Miami, Austin, Richmond, New York
Full timeUSD 122,100 - 139,400 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsSkills: ["Relationship management","Retention","Proactive prospecting","Multitasking","Compliance accountability"]

Drive retention and growth for a portfolio of complex small-business relationships through inbound and outbound phone-based sales. Use advanced business credit skills to understand cash-flow cycles, maintain proactive client contact, and deepen relationships by cross-selling deposits, treasury management, merchant services, and lending solutions. Manage leads and referrals, navigate CRM and sales tools, ensure compliance with risk protocols, and collaborate on special initiatives.

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Discover Financial
Discover Financial
3 days ago

Virtual Business Banker II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Drive retention and growth for a portfolio of complex small-business relationships through inbound and outbound phone-based sales. Use advanced business credit skills to understand cash-flow cycles, maintain proactive client contact, and deepen relationships by cross-selling deposits, treasury management, merchant services, and lending solutions. Manage leads and referrals, navigate CRM and sales tools, ensure compliance with risk protocols, and collaborate on special initiatives.
Location: Plano, Miami, Austin, Richmond, New York
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Manage and deepen an assigned book of business and acquire new relationships via leads, referrals, and sales campaigns.
  • •Build partner relationships to support customers across treasury management, merchant services, and business card programs.
  • •Proactively engage clients and prospects in a virtual phone environment to achieve or exceed targets.
  • •Utilize CRM/pipeline activity and sales results to track progress and maintain calling cadence.
  • •Assess customer needs and recommend products or refer complex treasury/merchant service needs, while following risk/compliance protocols.

Pay and Benefits

Salary: USD 122,100 - 139,400 annually
Perks:Health Insurance

Key Requirements

  • •At least 2 years of business banking experience.
  • •Preferred: 5+ years of business banking experience.
  • •1+ year of phone-based sales experience.
  • •Formal credit training.
Experience:2+ yearsBusiness bankingPhone salesSmall business
Skills:Relationship managementRetentionProactive prospectingMultitaskingCompliance accountability
Tech Stack:Customer relationship management (CRM)Sales Relationship Management

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Discover Financial
Provides consumer banking products, credit cards, personal loans, and payment services through the Discover brand. It operates a major U.S. financial network and serves individuals and merchants with lending and digital payment solutions.
Industry: Retail Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 10M to 25M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Riverwoods, United States
Founded: 1985
WebsiteLinkedIn