Capital One
Treasury Management Consultant III, Specialized Industries
Capital One, Chicago, Illinois, United States, 60290
Treasury Management Consultant III, Specialized Industries
This role is centered on generating new and expanding existing full-service treasury management relationships for Middle Market clients. The Treasury Management Consultants 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 Consultants 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 Consultants 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 TMCs will work closely with commercial clients to understand their business, optimize treasury flow, and minimize financial and reputational risk.
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 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, 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 ensures 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.
Acts 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; 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 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.
Salary ranges by location:
Atlanta, GA: $140,600 - $160,400
Charlotte, NC: $140,600 - $160,400
Chicago, IL: $140,600 - $160,400
McLean, VA: $154,600 - $176,400
Richmond, VA: $140,600 - $160,400
This role is also eligible to earn performance‑based incentive compensation, which may include cash bonus(es) and/or long‑term incentives (LTI).
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well‑being. Eligibility varies based on full or part‑time status, exempt or non‑exempt status, and management level.
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.
If 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).
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The Treasury Management Consultants 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 Consultants 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 TMCs will work closely with commercial clients to understand their business, optimize treasury flow, and minimize financial and reputational risk.
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 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, 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 ensures 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.
Acts 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; 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 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.
Salary ranges by location:
Atlanta, GA: $140,600 - $160,400
Charlotte, NC: $140,600 - $160,400
Chicago, IL: $140,600 - $160,400
McLean, VA: $154,600 - $176,400
Richmond, VA: $140,600 - $160,400
This role is also eligible to earn performance‑based incentive compensation, which may include cash bonus(es) and/or long‑term incentives (LTI).
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well‑being. Eligibility varies based on full or part‑time status, exempt or non‑exempt status, and management level.
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.
If 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).
#J-18808-Ljbffr