Senior Treasury Management Consultant

Capital One; Plano (TX); On-site; USD 162,000 - 184,000; Full time

Job summary

Capital One is seeking a Treasury Management Consultant to expand full-service treasury relationships with Sponsor and Specialized Industries clients, concentrating on deposit growth and treasury services. You will partner across teams to deliver value-added solutions, manage risk, and drive new-to-bank relationships within the TMT/FIG verticals.

The role requires building a book of business through partnerships, hosting industry events, and guiding onboarding while ensuring adherence to credit

Qualifications

• 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

Responsibilities

• 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

Skills

Sales experience

Treasury management

Financial services

Communication skills

Education

Bachelor’s degree or Military experience

Job description

Capital One is seeking a Treasury Management Consultant to expand full-service treasury relationships with Sponsor and Specialized Industries clients, concentrating on deposit growth and treasury services. You will partner across teams to deliver value-added solutions, manage risk, and drive new-to-bank relationships within the TMT/FIG verticals.

The role requires building a book of business through partnerships, hosting industry events, and guiding onboarding while ensuring adherence to credit