Sr. Manager, Treasury Management Consultant III
The Treasury Management Consultant (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, 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 Ones 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 judgment 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.
Manages a national portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition
Manages a nationally based portfolio of new-to-bank clients with focus on revenue growth
Develops and maintains relationships with clients to maintain and expand existing business.
Knows businesss, 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
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
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
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
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, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, 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 Citys Fair Chance Act; Philadelphias Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
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For technical support or questions about Capital One’s recruiting process, please send an email to Careers@capitalone.com
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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).
Original source: Indeed