Treasury Management Consultant II, Middle Market Corporate Banking
Capital One
full-time
Posted on:
Location Type: Office
Location: Plano • Texas • United States
Visit company websiteExplore more
Salary
💰 $138,100 - $157,700 per year
About the role
- Identify both internal and external prospects
- Develop and maintain relationships with prospects to profitably expand business
- Conduct independent and partnered sales calls on companies to generate new, high-quality and profitable Treasury Management and deposit business to achieve or exceed specific YoY growth goals
- Identify working capital efficiency opportunities for a business and deepen relationship accordingly; ensure business awareness of market and industry trends; identify dissatisfiers and escalate appropriately
- Design customer-centric treasury management solutions, and provide consultative expertise on the liquidity management cycle
- Develop and maintain relationships with clients to maintain and expand existing business
- Manage portfolio of new-to-bank clients with focus on revenue growth
- Manage portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition
- Establish appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services
- Provide thought leadership within and outside market through, but not limited to, hosting corporate events, attending and speaking at industry conferences, etc.
- Engage with internal marketing in the design of sales collateral and company-sponsored marketing
- Know business’s organization and expected activity; identify and communicate operational credit exposures and other risks
- Understand treasury management product risk and ensure Capital One credit policies and other risks (e.g., reputational, legal) are adhered to and mitigated
- Take a role in market by actively engaging in local industry associations, networking groups and/or community associations
- Identify and refer ancillary business opportunities to appropriate partners
Requirements
- High School Diploma, GED or equivalent certification
- At least 4 years of financial services experience
- At least 3 years of sales or business development experience
- At least 3 years of treasury management experience
- Bachelor’s degree or military experience (preferred)
- In-depth treasury management product knowledge (preferred)
- Certified Treasury Professional designation or equivalent certification (preferred)
- Effective oral and written communication skills (preferred)
- Proficiency with Google Workspace or Microsoft Business applications (preferred)
Benefits
- Comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
treasury managementworking capital efficiencyliquidity managementsales developmentbusiness developmentportfolio managementrisk managementcustomer-centric solutionsfinancial services experiencesales calls
Soft Skills
relationship managementconsultative expertisethought leadershipeffective communicationorganizational skillsnetworkingclient engagementproblem-solvingevent hostingmarket awareness
Certifications
Certified Treasury ProfessionalHigh School DiplomaGED