Treasury Management Consultant III, Specialized Industries

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

• Generate new and expand existing full-service treasury management relationships for Sponsor and Specialized Industries clients
• Sell and maintain depository accounts and treasury management services for new and existing Capital One relationships
• Advise prospects and clients on deposit, treasury management, risk, and liquidity needs
• Build a book of business through deposit growth, cross‑selling, and prospecting for new‑to‑bank relationships
• Work with TMT or FIG Relationship Managers and leadership to generate new relationships and develop existing clients
• Deliver value‑added solutions and collaborate across product and technology organizations
• Identify prospects and develop relationships to profitably expand business
• Provide thought leadership through corporate events and industry conferences
• Collaborate with marketing on sales collateral and company‑sponsored marketing
• Manage existing and new‑to‑bank client portfolios for profitable revenue growth and reduced attrition
• Identify and communicate operational credit exposures and other risks
• Ensure treasury management product risk and Capital One policies are adhered to and mitigated
• Establish onboarding expectations, execute documentation, and ensure ramp‑up of sold services
• Conduct sales calls to generate profitable treasury management and deposit business and achieve growth goals
• Engage with industry, networking, and community associations
• Identify working capital efficiency opportunities and deepen client relationships
• Identify and refer ancillary business opportunities to appropriate partners
• Design customer‑centric treasury management solutions and provide consultative liquidity‑management expertise

Requirements

• 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
• 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

Core Competencies

Demonstrates extensive treasury management expertise, with a strong focus on client relationship development, sales growth, and risk management. Proven ability to deliver customer‑centric solutions and collaborate effectively across teams to drive business success.

Highest‑signal resume keywords

• Treasury Management Experience
• Sales Experience
• Client Relationship Development
• Certified Treasury Professional
• Financial Services Experience

ATS Optimization Keywords

Hard Skills

• Treasury Management
• Deposit Growth
• Risk Management
• Liquidity Management
• Sales Strategy
• Cross‑Selling
• Client Portfolio Management
• Operational Risk Identification
• Customer‑Centric Solutions
• Business Development

Soft Skills

• Effective Communication
• Collaboration
• Thought Leadership
• Networking
• Consultative Skills

Certifications & Qualifications

• Certified Treasury Professional

Industry Keywords

• Financial Services
• Treasury Management Products
• Capital One Policies
• Deposit Accounts
• Corporate Events
• Industry Conferences
• Working Capital Efficiency
• Client Onboarding
• Sales Collateral
• Community Associations