Treasury Management Sales Officer – TMSO

Capital One

Treasury Management Sales Officer driving growth and profitability through client relationships and business development in various U.S. states.

Posted 6/12/2026full-timePlano • Florida, Louisiana, Texas, Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $122,100 - $167,300 per yearWebsite

About the role

Key responsibilities & impact

Builds and maintains strong relationships with Business Bankers and Virtual Business Bankers in their assigned markets
Schedules and/or attends calls on both Prospects and Existing Customers in order to generate new Treasury Management and deposit business
Achieve or exceed specific production goals
Manages and successfully closes new business with referrals from Bankers
Proposes appropriate financial services through a consultative sales approach
Proactively identifies deepening opportunities with Existing Customers
Prepares and completes sales presentations, including any negotiated pricing
Sets expectations with customers about the onboarding experience, including any requirements and testing
Prepares and executes implementation documentation in order to establish new services
Coordinates with Onboarding Team to ensure a smooth enrollment process; manages issues if they arise
Performs timely follow-up concerning newly implemented treasury management services to ensure the client is satisfied and/or carefully understands the mechanics of the service
Collaborates with Treasury Management Client Services team to deliver exceptional service and ensure a seamless banking experience for all clients
Assists Business Bankers with understanding treasury management product risk and ensuring Capital One Bank's policies are applied throughout the sales cycle
Maintains and updates the bank's SRM system regarding sales calls, pipelines, closed sales, etc. to enable the generation of monthly activity reports to track sales and revenue growth by market segment.

Requirements

What you’ll need

At least 3 years of Treasury Management Sales experience
At least 2 years of Banking experience
Bachelor’s Degree or military experience (preferred)
5+ years of Treasury Management Sales experience (preferred)

Benefits

Comp & perks

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Treasury Management SalesSales PresentationsImplementation DocumentationConsultative Sales ApproachPipeline ManagementRevenue Growth Tracking

Soft Skills

Relationship BuildingCustomer SatisfactionCollaborationProactive IdentificationProblem Solving

Certifications

Bachelor’s DegreeMilitary Experience