Capital One
Overview Join to apply for the
Treasury Management Consultant II
role at
Capital One .
Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered. This role focuses on generating new to the bank and developing existing full-service treasury management relationships. The TMC sells and maintains depository accounts and treasury management services for new and existing Capital One relationships across our Specialty Organization (Healthcare, Financial Institutions, Technology, Media & Telecom, Food & Beverage, and Private Equity Sponsors). The TMC partners with internal stakeholders to be the single point of accountability for prospects’ and clients’ deposit, treasury management, risk and 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 works to improve the client experience and enhance Capital One’s brand. Seen as a trusted advisor, the TMC collaborates with commercial clients to understand their business, optimize cash flow, and minimize financial and reputational risk. They design and deliver customized client-centric solutions through a consultative approach, leveraging their network and collaborating across business lines to meet client needs while applying sound risk judgment. The role requires independent work, initiative, and limited guidance from the sales leader. Responsibilities
Identifies internal and external prospects; develops and maintains relationships to profitably expand business. Provides thought leadership through hosting events, speaking at industry conferences, and related activities. Collaborates with internal marketing to design sales collateral and company-sponsored marketing. Manages a portfolio of existing clients focusing on profitable, organic revenue growth and attrition minimization. Manages portfolio of new-to-bank clients with focus on revenue growth. Develops and maintains client relationships to expand existing business. Identifies operational credit exposures and other risks; communicates them appropriately. Understands treasury management product risk and ensures adherence to Capital One credit policies and other risks (reputational, legal) with mitigation. Establishes onboarding expectations, including documentation execution and service ramping. Conducts independent and coordinated sales calls to generate new, high-quality, profitable Treasury Management and deposit business to meet YoY growth goals. Engages in local industry associations and networking groups to establish market presence. Identifies working capital efficiency opportunities and deepens client relationships; tracks market trends and escalates dissatisfiers as needed. 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 4 years of Financial Services experience. At least 3 years of Sales experience. At least 3 years of Treasury Management experience. Preferred Qualifications
Bachelor’s Degree or Military experience. At least 4 years in-depth treasury management experience or related experience. Basic to in-depth treasury management product knowledge. Strong financial and business acumen. Strong oral and written communication skills. Certified Treasury Professional designation or equivalent certification. Note:
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 (EOE, including disability/vet) committed to non-discrimination in compliance with applicable laws. Capital One promotes a drug-free workplace. Capital One will consider qualified applicants with a criminal history in a manner consistent with applicable laws.
#J-18808-Ljbffr
Treasury Management Consultant II
role at
Capital One .
Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered. This role focuses on generating new to the bank and developing existing full-service treasury management relationships. The TMC sells and maintains depository accounts and treasury management services for new and existing Capital One relationships across our Specialty Organization (Healthcare, Financial Institutions, Technology, Media & Telecom, Food & Beverage, and Private Equity Sponsors). The TMC partners with internal stakeholders to be the single point of accountability for prospects’ and clients’ deposit, treasury management, risk and 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 works to improve the client experience and enhance Capital One’s brand. Seen as a trusted advisor, the TMC collaborates with commercial clients to understand their business, optimize cash flow, and minimize financial and reputational risk. They design and deliver customized client-centric solutions through a consultative approach, leveraging their network and collaborating across business lines to meet client needs while applying sound risk judgment. The role requires independent work, initiative, and limited guidance from the sales leader. Responsibilities
Identifies internal and external prospects; develops and maintains relationships to profitably expand business. Provides thought leadership through hosting events, speaking at industry conferences, and related activities. Collaborates with internal marketing to design sales collateral and company-sponsored marketing. Manages a portfolio of existing clients focusing on profitable, organic revenue growth and attrition minimization. Manages portfolio of new-to-bank clients with focus on revenue growth. Develops and maintains client relationships to expand existing business. Identifies operational credit exposures and other risks; communicates them appropriately. Understands treasury management product risk and ensures adherence to Capital One credit policies and other risks (reputational, legal) with mitigation. Establishes onboarding expectations, including documentation execution and service ramping. Conducts independent and coordinated sales calls to generate new, high-quality, profitable Treasury Management and deposit business to meet YoY growth goals. Engages in local industry associations and networking groups to establish market presence. Identifies working capital efficiency opportunities and deepens client relationships; tracks market trends and escalates dissatisfiers as needed. 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 4 years of Financial Services experience. At least 3 years of Sales experience. At least 3 years of Treasury Management experience. Preferred Qualifications
Bachelor’s Degree or Military experience. At least 4 years in-depth treasury management experience or related experience. Basic to in-depth treasury management product knowledge. Strong financial and business acumen. Strong oral and written communication skills. Certified Treasury Professional designation or equivalent certification. Note:
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 (EOE, including disability/vet) committed to non-discrimination in compliance with applicable laws. Capital One promotes a drug-free workplace. Capital One will consider qualified applicants with a criminal history in a manner consistent with applicable laws.
#J-18808-Ljbffr