Strategic Treasury Management Consultant – TMT & FIG

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

Job summary

Capital One in Plano, TX seeks a Treasury Management Consultant III to expand full-service treasury management relationships with Sponsor and Specialized Industries clients. You will sell and manage depository accounts and treasury services, partnering with stakeholders to advise on liquidity needs and optimize products for evolving client requirements.

A strong focus on new deposits and cross-sell opportunities across TMT/FIG verticals is required.

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 internal and external prospects and develops relationships to expand business.
• Provides thought leadership through events, conferences, and industry networks.
• Engages with internal marketing to design sales collateral and marketing.
• Manages portfolios of existing and new-to-bank clients for revenue growth.
• Communicates operational credit exposures and treasury risk to stakeholders.
• Delivers client-centric treasury management solutions and liquidity optimization.

Skills

Sales experience

Treasury management experience

Financial services experience

Communication skills

Education

Bachelor’s Degree or Military experience

Certified Treasury Professional designation

Job description

Capital One in Plano, TX seeks a Treasury Management Consultant III to expand full-service treasury management relationships with Sponsor and Specialized Industries clients. You will sell and manage depository accounts and treasury services, partnering with stakeholders to advise on liquidity needs and optimize products for evolving client requirements.

A strong focus on new deposits and cross-sell opportunities across TMT/FIG verticals is required.