Treasury Management Sales Officer – TMSO

Capital One

Treasury Management Sales Officer focusing on building client relationships and driving business growth for Capital One. Responsible for sales, onboarding, and customer satisfaction for treasury management services.

Posted 6/19/2026full-timeNew York City • Florida, Louisiana, New York, Texas, Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $122,100 - $167,300 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury Management SalesSales PresentationsImplementation DocumentationClient Satisfaction ManagementConsultative Sales ApproachPipeline ManagementRisk AssessmentOnboarding Process CoordinationProduction Goal AchievementFinancial Services Proposals

Soft Skills

Relationship BuildingCommunicationCollaborationProblem SolvingCustomer ServiceProactive IdentificationNegotiationTime ManagementOrganizational SkillsFollow-up

Tools & Technologies

SRM SystemBanking SoftwareCustomer Relationship Management (CRM)Treasury Management SystemsData Reporting ToolsSales Tracking SoftwareImplementation ToolsCommunication PlatformsOnboarding ToolsFinancial Analysis Software

Industry Keywords

BankingTreasury ManagementClient ServicesBusiness BankingFinancial ServicesSales GoalsCustomer OnboardingMarket AnalysisReferral ManagementConsultative Selling

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 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 to establish new services
Coordinates with Onboarding Team for a smooth enrollment process and manages issues if they arise
Performs timely follow-up concerning newly implemented treasury management services to ensure client satisfaction
Collaborates with Treasury Management Client Services team for exceptional service
Assists Business Bankers with understanding treasury management product risk and implementing Capital One Bank's policies
Maintains and updates the bank's SRM system regarding sales calls, pipelines, and closed sales to generate monthly activity reports

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.