Treasury Management Consultant III, Specialized Industries
Sign up free to see how well your resume matches this role.
What you'll do
- Identifies both internal and external prospects. Develops and maintains relationships with prospects to profitably expand business
- Provides thought leadership within and outside the 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
- Manages portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition
- Manages portfolio of new-to-bank clients with focus on revenue growth
- Develops and maintains relationships with clients to maintain and expand existing business
- Knows business’s, organization, 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
- Establishes appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services
- Conducts independent and codependent sales calls on companies to generate new, high-quality and profitable Treasury Management and deposit business to achieve or exceed specific YoY growth goals
- Takes a role in market by actively engaging in local industry associations, networking groups and/or community associations
- 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
What they're looking for
- 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
Nice to have
- Bachelor’s Degree or Military experience
- At least 7 years of treasury management experience
- In-depth to advanced treasury management product knowledge
- Effective oral and written communication skills
- Certified Treasury Professional designation or equivalent certification
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
This role is centered on generating new and expanding existing full-service treasury management relationships for Sponsor and Specialized Industries 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 both new and existing Capital One relationships.
The Treasury Management Consultant will partner with internal stakeholders to be a single point of accountability or provide advice on the deposit, treasury management, risk, and other company liquidity needs of prospects and clients. Together, they will build a book of business through deposit growth, maintaining and cross-selling to existing clients, and prospecting for new-to-bank relationships.
The Treasury Management Consultant will focus on specific verticals within the Specialty Organization. Familiarity with these business verticals and the specific banking and financial operations of Technology, Media, Telecom (TMT) or Financial Institutions Group (FIG) clients is desirable. This TMC will also concentrate on working with dedicated TMT or FIG Relationship Managers and leadership to generate new-to-bank relationships, while developing existing clients by delivering value-added solutions and collaborating across the product and technology organizations to optimize products for evolving client needs, with a focus on bringing in new deposits.
The Treasury Management Sales team works to identify ways to improve the client experience and enhance Capital One's brand in the marketplace. Seen as a trusted advisor, the TMC will work closely with commercial clients to understand their business, optimize treasury flow, and minimize financial and reputational risk. They will focus on creating and delivering customized, client-centric solutions through a consultative approach. Leveraging their network and collaborating across business lines, the TMC will influence strategy to meet the needs of clients while using sound judgment in assessing risk. The TMC will foster 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
Provides thought leadership within and outside the 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
Manages portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition
Manages portfolio of new-to-bank clients with focus on revenue growth
Develops and maintains relationships with clients to maintain and expand existing business
Knows business’s, organization, 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
Establishes appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services
Conducts independent and codependent sales calls on companies to generate new, high-quality and profitable Treasury Management and deposit business to achieve or exceed specific YoY growth goals
Takes a role in market by actively engaging in local industry associations, networking groups and/or community associations
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
Identifies and refers ancillary business opportunities to appropriate partners
Designs customer-centric treasury management solutions, and provides consultative expertise on the liquidity management cycle
Basic Qualifications:
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
Preferred Qualifications:
Bachelor’s Degree or Military experience
At least 7 years of treasury management experience
In-depth to advanced treasury management product knowledge
Effective oral and written communication skills
Certified Treasury Professional designation or equivalent certification
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
#CommTM #CommTMSales
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Charlotte, NC: $161,500 - $184,300 for Treasury Management Consultant III
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.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.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 Capital 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 (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. 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 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.com
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).
Company
Company facts come from this company's own listings. We only show what the postings themselves carry.