Treasury Management Growth Advisor

Capital One; Edison (NJ); On-site; USD 147,000 - 167,000; Full time

Job summary

Capital One is seeking a Treasury Management Sales Officer in Edison, NJ, to drive growth by closing new business and deepening existing client relationships in the $2mm-$20mm space. The role emphasizes articulating cash cycle details, Treasury Management principles, and fraud mitigation strategies while partnering with Business Bankers and Virtual Bankers.

Primary duties include onboarding new clients, presenting pricing, and coordinating with onboarding teams to ensure a smooth implementation

Qualifications

• At least 3 years of Treasury Management sales experience.
• At least 2 years of Banking experience.
• Bachelor’s Degree or military experience preferred.

Responsibilities

• Builds and maintains relationships with Business Bankers and Virtual Business Bankers in their assigned markets.
• Schedules and/or attends calls on Prospects and Existing Customers to generate new Treasury Management and deposit business.
• Achieve or exceed specific production goals.
• Coordinates with Onboarding Team to ensure a smooth enrollment process; manages issues if they arise.
• Maintains and updates the bank's SRM system regarding sales calls, pipelines, and closed sales.

Skills

Treasury Sales

Banking experience

Client relationships

Consultative selling

Fraud awareness

Communication skills

Pricing negotiations

Education

Bachelor’s Degree

Military experience

Job description

Capital One is seeking a Treasury Management Sales Officer in Edison, NJ, to drive growth by closing new business and deepening existing client relationships in the $2mm-$20mm space. The role emphasizes articulating cash cycle details, Treasury Management principles, and fraud mitigation strategies while partnering with Business Bankers and Virtual Bankers.

Primary duties include onboarding new clients, presenting pricing, and coordinating with onboarding teams to ensure a smooth implementation