Treasury Management Growth Advisor

Capital One; Miami (FL); On-site; USD 122,000 - 167,000; Full time

Job summary

Capital One is seeking a Treasury Management Sales Officer to drive growth by closing new business opportunities and expanding existing client relationships within a $2 million to $20 million market segment.

The role emphasizes articulating cash cycle details, understanding Treasury Management principles, and advising on fraud mitigation strategies while partnering with Business Bankers and Virtual Bankers. Extensive client-facing responsibilities and collaboration are required.

Qualifications

• 3+ years Treasury Management Sales experience.
• 2+ years Banking experience.
• Bachelor’s degree or military experience (preferred).
• 5+ years Treasury Management Sales experience (preferred).

Responsibilities

• Build and maintain relationships with Business Bankers and Virtual Bankers in assigned markets.
• Schedule and attend calls with Prospects and Existing Customers to generate Treasury Management and deposit business.
• Achieve or exceed production goals.
• Close new business with referrals from Bankers.
• Propose financial services through a consultative sales approach.
• Onboard and adopt services for clients; coordinate with Onboarding Team.

Skills

Cash cycle details

Treasury management principles

Fraud defense knowledge

Cash flow analysis

Communication skills

Client relationship building

Sales solution development

Collaboration with partners

Education

Bachelor’s degree or military experience

Job description

Capital One is seeking a Treasury Management Sales Officer to drive growth by closing new business opportunities and expanding existing client relationships within a $2 million to $20 million market segment.

The role emphasizes articulating cash cycle details, understanding Treasury Management principles, and advising on fraud mitigation strategies while partnering with Business Bankers and Virtual Bankers. Extensive client-facing responsibilities and collaboration are required.