Senior Treasury Management Consultant

Jobtailor; Illinois; On-site; USD 110,000 - 170,000; Full time

Job summary

Capital One is seeking a seasoned treasury management sales professional to generate and expand full-service relationships with Sponsor and Specialized Industries clients. You will sell depository accounts and treasury services, advise on liquidity and risk, and build a robust book through cross-selling and prospecting.

The role requires deep treasury knowledge, 6+ years in financial services, and strong relationship development with a proven track record in sales.

Qualifications

• High School Diploma, GED or equivalent.
• 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 (preferred).
• At least 7 years of treasury management experience (preferred).
• In-depth to advanced treasury management product knowledge (preferred).
• Effective oral and written communication skills (preferred).
• Certified Treasury Professional designation or equivalent certification (preferred).
• Must not require new employment authorization sponsorship from Capital One.

Responsibilities

• Generate new and expand treasury management relationships for Sponsor and Specialized Industries clients.
• Sell and maintain depository accounts and treasury management services for Capital One.
• Advise on deposit, treasury management, risk, and liquidity needs.
• Build a book of business through deposit growth, cross-selling, and prospecting.
• Collaborate with TMT or FIG Relationship Managers and leadership to grow relationships.
• Deliver value-added solutions through cross-functional collaboration across product and tech teams.
• Identify prospects and develop relationships to expand business profitably.
• Provide thought leadership via corporate events and industry conferences.
• Collaborate on sales collateral and company-sponsored marketing.
• Manage client portfolios for revenue growth and reduced attrition.
• Identify and communicate operational credit exposures and risks.
• Ensure treasury management product risk and Capital One policies are followed.
• Oversee onboarding, documentation, and ramp-up of sold services.
• Conduct sales calls to generate treasury management and deposit business.
• Engage with industry associations and networking events.
• Identify working capital opportunities and deepen client relationships.
• Refer ancillary business opportunities to partners.
• Design customer-centric treasury management solutions and provide liquidity-management expertise.

Skills

Treasury management

Sales experience

Client relationship development

Networking

Consultative skills

Education

Bachelor's Degree

Certified Treasury Professional

Military experience

Job description

Capital One is seeking a seasoned treasury management sales professional to generate and expand full-service relationships with Sponsor and Specialized Industries clients. You will sell depository accounts and treasury services, advise on liquidity and risk, and build a robust book through cross-selling and prospecting.

The role requires deep treasury knowledge, 6+ years in financial services, and strong relationship development with a proven track record in sales.