Treasury Management Consultant III, Middle Market Corporate Banking
Capital One
Treasury Management Consultant III, Middle Market Corporate Banking
Job Description
Overview
This role is focused on generating new to bank and developing existing full-service treasury management relationships with Middle Market clients. The Treasury Management Consultant (TMC) will be responsible for directly and/or indirectly selling and maintaining depository accounts and the treasury management services applied to those accounts for new and existing Capital One relationships.The TMC partners with internal stakeholders to be the single point of accountability and/or advise on prospects’ and clients’ deposit, treasury management, risk and other company liquidity needs. The TMC builds a book of business through deposit growth, maintaining and cross-selling existing clients, and prospecting for new-to-bank relationships.The TMC on the Treasury Management Sales team work to identify ways to improve the client experience and enhance Capital One’s brand in the marketplace. Seen as a trusted advisor, the TMC works closely with commercial clients to understand their business, optimize Treasury flow and minimize financial and reputational risk. They focus on creating and delivering customized client centric solutions through a consultative approach. Leveraging their network and collaborating across business lines, the TMC influences strategy to meet the needs of clients while using sound judgement in assessing risk. The TMC values and fosters a spirit of teamwork and cooperation across value streams. This position works independently and uses initiative in carrying out assignments; requiring minimal guidance from the sales leader.Responsibilities:Identifies both internal and external prospects. Develops and maintains relationships with prospects to profitably expand business
Conducts independent and partnered sales calls on companies to generate new, high-quality and profitable Treasury Management and deposit business to achieve or exceed specific YoY growth goals
Identifies working capital efficiency opportunities for a business and deepens relationship accordingly; ensures business awareness of market and industry trends; identifies dissatisfiers and escalates appropriately
Designs customer-centric treasury management solutions, and provides consultative expertise on the liquidity management cycle
Develops and maintains relationships with clients to maintain and expand existing business
Manages portfolio of new-to-bank clients with focus on revenue growth
Manages portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition
Establishes appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services
Provides thought leadership within and outside market through, but not limited to, hosting corporate events, attending and speaking at industry conferences, etc.
Engages with internal marketing in the design of sales collateral and company-sponsored marketing
Knows business’s organization and expected activity; identifies and communicates operational credit exposures and other risks
Understands treasury management product risk and ensures Capital One credit policies and other risks (e.g., reputational, legal) are adhered to and mitigated
Takes a role in market by actively engaging in local industry associations, networking groups and /or community associations
Identifies and refers ancillary business opportunities to appropriate partners
High School Diploma, GED or equivalent certification
At least 6 years of financial services experience
At least 5 years of sales experience
At least 5 years of treasury management experience
Bachelor’s Degree or Military experience
At least 7 years in-depth to advanced treasury management experience
In-depth to advanced treasury management product knowledge
Effective oral and written communication skills
Certified Treasury Professional designation or equivalent certification
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.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.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 RecruitingAccommodation@capitalone.com. 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 Careers@capitalone.comCapital 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).
Locations
- Plano, Texas Plano, TexasMcLean
Salary
45,000 - 80,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Treasury management salesintermediate
- Relationship buildingintermediate
- Consultative sellingintermediate
- Risk assessmentintermediate
- Networkingintermediate
- Thought leadershipintermediate
Required Qualifications
- High School Diploma, GED or equivalent (experience)
- At least 6 years of financial services experience (experience)
- At least 5 years of sales experience (experience)
- At least 5 years of treasury management experience (experience)
- Bachelor’s Degree or Military experience (preferred) (experience)
- At least 7 years in-depth treasury management experience (preferred) (experience)
- Certified Treasury Professional designation (preferred) (experience)
Responsibilities
- Identifies prospects and develops relationships to expand business
- Conducts sales calls to generate new Treasury Management business
- Designs customer-centric treasury management solutions
- Manages portfolio of new-to-bank and existing clients for revenue growth
- Identifies operational credit exposures and mitigates risks
- Engages in local industry associations and networking groups
Benefits
- general: Comprehensive health benefits
- general: Financial benefits
- general: Other benefits supporting total well-being
Answer 10 quick questions to check your fit for Treasury Management Consultant III, Middle Market Corporate Banking @ Capital One.
Related Books and Jobs
Treasury Management Consultant III, Middle Market Corporate Banking
Capital One
Treasury Management Consultant III, Middle Market Corporate Banking
Job Description
Overview
This role is focused on generating new to bank and developing existing full-service treasury management relationships with Middle Market clients. The Treasury Management Consultant (TMC) will be responsible for directly and/or indirectly selling and maintaining depository accounts and the treasury management services applied to those accounts for new and existing Capital One relationships.The TMC partners with internal stakeholders to be the single point of accountability and/or advise on prospects’ and clients’ deposit, treasury management, risk and other company liquidity needs. The TMC builds a book of business through deposit growth, maintaining and cross-selling existing clients, and prospecting for new-to-bank relationships.The TMC on the Treasury Management Sales team work to identify ways to improve the client experience and enhance Capital One’s brand in the marketplace. Seen as a trusted advisor, the TMC works closely with commercial clients to understand their business, optimize Treasury flow and minimize financial and reputational risk. They focus on creating and delivering customized client centric solutions through a consultative approach. Leveraging their network and collaborating across business lines, the TMC influences strategy to meet the needs of clients while using sound judgement in assessing risk. The TMC values and fosters a spirit of teamwork and cooperation across value streams. This position works independently and uses initiative in carrying out assignments; requiring minimal guidance from the sales leader.Responsibilities:Identifies both internal and external prospects. Develops and maintains relationships with prospects to profitably expand business
Conducts independent and partnered sales calls on companies to generate new, high-quality and profitable Treasury Management and deposit business to achieve or exceed specific YoY growth goals
Identifies working capital efficiency opportunities for a business and deepens relationship accordingly; ensures business awareness of market and industry trends; identifies dissatisfiers and escalates appropriately
Designs customer-centric treasury management solutions, and provides consultative expertise on the liquidity management cycle
Develops and maintains relationships with clients to maintain and expand existing business
Manages portfolio of new-to-bank clients with focus on revenue growth
Manages portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition
Establishes appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services
Provides thought leadership within and outside market through, but not limited to, hosting corporate events, attending and speaking at industry conferences, etc.
Engages with internal marketing in the design of sales collateral and company-sponsored marketing
Knows business’s organization and expected activity; identifies and communicates operational credit exposures and other risks
Understands treasury management product risk and ensures Capital One credit policies and other risks (e.g., reputational, legal) are adhered to and mitigated
Takes a role in market by actively engaging in local industry associations, networking groups and /or community associations
Identifies and refers ancillary business opportunities to appropriate partners
High School Diploma, GED or equivalent certification
At least 6 years of financial services experience
At least 5 years of sales experience
At least 5 years of treasury management experience
Bachelor’s Degree or Military experience
At least 7 years in-depth to advanced treasury management experience
In-depth to advanced treasury management product knowledge
Effective oral and written communication skills
Certified Treasury Professional designation or equivalent certification
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.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.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 RecruitingAccommodation@capitalone.com. 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 Careers@capitalone.comCapital 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).
Locations
- Plano, Texas Plano, TexasMcLean
Salary
45,000 - 80,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Treasury management salesintermediate
- Relationship buildingintermediate
- Consultative sellingintermediate
- Risk assessmentintermediate
- Networkingintermediate
- Thought leadershipintermediate
Required Qualifications
- High School Diploma, GED or equivalent (experience)
- At least 6 years of financial services experience (experience)
- At least 5 years of sales experience (experience)
- At least 5 years of treasury management experience (experience)
- Bachelor’s Degree or Military experience (preferred) (experience)
- At least 7 years in-depth treasury management experience (preferred) (experience)
- Certified Treasury Professional designation (preferred) (experience)
Responsibilities
- Identifies prospects and develops relationships to expand business
- Conducts sales calls to generate new Treasury Management business
- Designs customer-centric treasury management solutions
- Manages portfolio of new-to-bank and existing clients for revenue growth
- Identifies operational credit exposures and mitigates risks
- Engages in local industry associations and networking groups
Benefits
- general: Comprehensive health benefits
- general: Financial benefits
- general: Other benefits supporting total well-being
Answer 10 quick questions to check your fit for Treasury Management Consultant III, Middle Market Corporate Banking @ Capital One.
Related Books and Jobs