Treasury Management Consultant III, Specialized Industries

Overview

Treasury Management Consultant III, Specialized Industries. This role is centered on generating new and expanding existing full-service treasury management relationships for Middle Market clients. The Treasury Management Consultants will be responsible for directly and/or indirectly selling and maintaining depository accounts and the treasury management services applied to those accounts for both new and existing Capital One relationships.

The Treasury Management Consultants will partner with internal stakeholders to be a single point of accountability or provide advice on the deposit, treasury management, risk, and other company liquidity needs of prospects and clients. Together, they will build a book of business through deposit growth, maintaining and cross-selling to existing clients, and prospecting for new-to-bank relationships.

The Treasury Management Consultants will focus on specific verticals within the Specialty Organization. Familiarity with these business verticals and the specific banking and financial operations of Technology, Media, Telecom (TMT) or Financial Institutions Group (FIG) clients is desirable. This TMC will also concentrate on working with dedicated TMT or FIG Relationship Managers and leadership to generate new-to-bank relationships, while developing existing clients by delivering value-added solutions and collaborating across the product and technology organizations to optimize products for evolving client needs, with a focus on bringing in new deposits.

• 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

• 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
• At least 7 years in-depth to advanced treasury management experience
• In-depth to advanced treasury management product knowledge
• Effective oral and written communication skills
• Certified Treasury Professional designation or equivalent certification

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

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The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Atlanta, GA: $161,500 - $184,300 for Treasury Management Consultant III

Charlotte, NC: $161,500 - $184,300 for Treasury Management Consultant III

Chicago, IL: $161,500 - $184,300 for Treasury Management Consultant III

McLean, VA: $177,700 - $202,800 for Treasury Management Consultant III

Richmond, VA: $161,500 - $184,300 for Treasury Management Consultant III

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.

This role…