Capital One
Treasury Management Consultant III, Specialized Industries
Capital One, Chicago, Illinois, United States, 60290
* 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* 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 certificationCapital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr
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* 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 certificationCapital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr