Treasury Management Sales Officer (TMSO)
Capital One
Treasury Management Sales Officer (TMSO)
Job Description
Overview
The Treasury Management Sales Officer (TMSO) plays a critical role in driving growth and profitability of the bank by focusing on closing new business opportunities and deepening relationships with existing relationships with clients. They focus on building and maintaining strong client relationships with businesses in the $2mm-$20mm space within their assigned market. TMSOs should be able to articulate cash cycle details, and display an understanding of Treasury Management principles and ensure prospects and customers are aware of fraud solutions. Primary responsibilities include ensuring successful enrollment and adoption of services by clients, and building successful partnerships with key business partners (i.e. Business Bankers, Business Development Bankers, and Virtual Bankers). Key Responsibilities:Builds and maintains strong relationships with Business Bankers in their assigned teams
Schedules and/or attends calls on both Prospects and Existing Customers in order to generate new Treasury Management and deposit business
Achieve or exceed specific production goals
Manages and successfully closes new business with referrals from Bankers
Proposes appropriate financial services through a consultative sales approach
Proactively identifies deepening opportunities with Existing Customers
Prepares and completes sales presentations, including any negotiated pricing
Sets expectations with customers about the onboarding experience, including any requirements and testing
Prepares and executes implementation documentation in order to establish new services
Coordinates with Onboarding Team to ensure a smooth enrollment process; manages issues if they arise
Performs timely follow-up concerning newly implemented treasury management services to ensure the client is satisfied and/or carefully understands the mechanics of the service
Collaborates with Treasury Management Client Services team to deliver exceptional service and ensure a seamless banking experience for all clients
Assists Business Bankers with understanding treasury management product risk and ensuring Capital One Bank's policies are applied throughout the sales cycle
Maintains and updates the bank's SRM system regarding sales calls, pipelines, closed sales, etc. to enable the generation of monthly activity reports to track sales and revenue growth by market segment.
Articulates cash cycle details, and display an advanced understanding of Treasury Management principles
Displays an advanced knowledge of fraud defensive strategies and industry trends
Skilled at analyzing client cash flow patterns and operational needs, and offers tailored solutions
Exceptional communication skills–both written and verbal
Strong client-facing skills to build trust and long-term relationships
Develops creative solutions for complex treasury challenges
Works effectively with external and internal partners (e.g. sales support, onboarding, & servicing)
At least 3 years of Treasury Management Sales experience
Bachelor’s Degree or military experience
5+ years of Treasury Management Sales experience
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
- New York, New York, United States
- Edison, New Jersey, United States
- Richmond, Virginia, United States
- McLean, Virginia, United States
- Miami, Florida, United States
- Atlanta, Georgia New York, New YorkMcLean
Salary
130,000 - 220,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Articulates cash cycle details and Treasury Management principlesintermediate
- Advanced knowledge of fraud defensive strategies and industry trendsintermediate
- Analyzing client cash flow patterns and operational needsintermediate
- Exceptional written and verbal communicationintermediate
- Strong client-facing relationship buildingintermediate
- Developing creative solutions for treasury challengesintermediate
- Effective collaboration with internal and external partnersintermediate
Required Qualifications
- At least 3 years of Treasury Management Sales experience (experience)
- Bachelor’s Degree or military experience (Preferred) (experience)
- 5+ years of Treasury Management Sales experience (Preferred) (experience)
Responsibilities
- Build and maintain strong relationships with Business Bankers
- Schedule and attend calls with prospects and customers to generate new business
- Achieve or exceed specific production goals
- Manage and close new business from referrals
- Propose financial services through consultative sales approach
- Identify deepening opportunities with existing customers
- Prepare sales presentations and implementation documentation
- Coordinate with Onboarding Team for smooth enrollment
Benefits
- general: Comprehensive, competitive, and inclusive set of health, financial and other benefits
Answer 10 quick questions to check your fit for Treasury Management Sales Officer (TMSO) @ Capital One.
Related Books and Jobs
Treasury Management Sales Officer (TMSO)
Capital One
Treasury Management Sales Officer (TMSO)
Job Description
Overview
The Treasury Management Sales Officer (TMSO) plays a critical role in driving growth and profitability of the bank by focusing on closing new business opportunities and deepening relationships with existing relationships with clients. They focus on building and maintaining strong client relationships with businesses in the $2mm-$20mm space within their assigned market. TMSOs should be able to articulate cash cycle details, and display an understanding of Treasury Management principles and ensure prospects and customers are aware of fraud solutions. Primary responsibilities include ensuring successful enrollment and adoption of services by clients, and building successful partnerships with key business partners (i.e. Business Bankers, Business Development Bankers, and Virtual Bankers). Key Responsibilities:Builds and maintains strong relationships with Business Bankers in their assigned teams
Schedules and/or attends calls on both Prospects and Existing Customers in order to generate new Treasury Management and deposit business
Achieve or exceed specific production goals
Manages and successfully closes new business with referrals from Bankers
Proposes appropriate financial services through a consultative sales approach
Proactively identifies deepening opportunities with Existing Customers
Prepares and completes sales presentations, including any negotiated pricing
Sets expectations with customers about the onboarding experience, including any requirements and testing
Prepares and executes implementation documentation in order to establish new services
Coordinates with Onboarding Team to ensure a smooth enrollment process; manages issues if they arise
Performs timely follow-up concerning newly implemented treasury management services to ensure the client is satisfied and/or carefully understands the mechanics of the service
Collaborates with Treasury Management Client Services team to deliver exceptional service and ensure a seamless banking experience for all clients
Assists Business Bankers with understanding treasury management product risk and ensuring Capital One Bank's policies are applied throughout the sales cycle
Maintains and updates the bank's SRM system regarding sales calls, pipelines, closed sales, etc. to enable the generation of monthly activity reports to track sales and revenue growth by market segment.
Articulates cash cycle details, and display an advanced understanding of Treasury Management principles
Displays an advanced knowledge of fraud defensive strategies and industry trends
Skilled at analyzing client cash flow patterns and operational needs, and offers tailored solutions
Exceptional communication skills–both written and verbal
Strong client-facing skills to build trust and long-term relationships
Develops creative solutions for complex treasury challenges
Works effectively with external and internal partners (e.g. sales support, onboarding, & servicing)
At least 3 years of Treasury Management Sales experience
Bachelor’s Degree or military experience
5+ years of Treasury Management Sales experience
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
- New York, New York, United States
- Edison, New Jersey, United States
- Richmond, Virginia, United States
- McLean, Virginia, United States
- Miami, Florida, United States
- Atlanta, Georgia New York, New YorkMcLean
Salary
130,000 - 220,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Articulates cash cycle details and Treasury Management principlesintermediate
- Advanced knowledge of fraud defensive strategies and industry trendsintermediate
- Analyzing client cash flow patterns and operational needsintermediate
- Exceptional written and verbal communicationintermediate
- Strong client-facing relationship buildingintermediate
- Developing creative solutions for treasury challengesintermediate
- Effective collaboration with internal and external partnersintermediate
Required Qualifications
- At least 3 years of Treasury Management Sales experience (experience)
- Bachelor’s Degree or military experience (Preferred) (experience)
- 5+ years of Treasury Management Sales experience (Preferred) (experience)
Responsibilities
- Build and maintain strong relationships with Business Bankers
- Schedule and attend calls with prospects and customers to generate new business
- Achieve or exceed specific production goals
- Manage and close new business from referrals
- Propose financial services through consultative sales approach
- Identify deepening opportunities with existing customers
- Prepare sales presentations and implementation documentation
- Coordinate with Onboarding Team for smooth enrollment
Benefits
- general: Comprehensive, competitive, and inclusive set of health, financial and other benefits
Answer 10 quick questions to check your fit for Treasury Management Sales Officer (TMSO) @ Capital One.
Related Books and Jobs