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R183099 Posted 03/07/2024

Customer Development Consultant, Business Cards & Payments - Plano, TX - Hybrid

Plano, Texas
  • Category Finance
  • Experience Associate
  • Primary Address Plano, Texas


Plano 3 (31063), United States of America, Plano, Texas

Customer Development Consultant, Business Cards & Payments - Plano, TX - Hybrid

Level: Associate

Location: Plano, TX

Type: Hybrid

Focus: Phone based sales & client management

Are you a self-starter, a go-getter, and a deal maker? Are you disciplined and autonomous?  Within 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.

As a Customer Development Consultant, you will play a key role in identifying opportunities and providing direct support to our customers. The consultant will be responsible for executing outbound contact campaigns through a variety of channels and execute next steps to help meet the client’s needs.

The ideal candidate will be able to work in a fast-paced environment with changing priorities, have strong relationship building skills, and be able to meet our customers at moments that matter to grow and retain their business. This person must have strong influence and client management skills, a consultative sales skill set, and must be able to work autonomously. This individual must also have strong written and verbal communication skills for over-the-phone and email communication.

General 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

An Ideal Candidate Possesses:

  • 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

Basic Qualifications:

  • At least 2 years of sales or client management experience 

Preferred Qualifications:

  • Bachelor’s Degree or military experience

  • 2+ years of business-to-business sales experience

  • 2+ years of experience working within the financial payments industry 

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 theCapital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.

No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Hiring Process
Career Journey

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  • Step 1 Apply

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  • Step 2 Screen and Schedule

    If your application is a good match you’ll hear from one of our recruiters to set up a screening interview.

  • Step 3 Interview(s)

    Now’s your chance to learn about the job, show us who you are, share why you would be a great addition to the team and determine if Capital One is the place for you.

  • Step 4 Decision

    The team will discuss — if it’s a good fit for us and you, we’ll make it official!

How to Pick the Perfect Career Opportunity

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A possible career journey at Capital One:

  1. Coordinator
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