Treasury Management Consultant III, Middle Market Corporate Banking

Treasury Management Consultant III, Middle Market Corporate Banking

Join to apply for the Treasury Management Consultant III, Middle Market Corporate Banking role at Capital One.

This role is focused on generating new-to-bank and developing existing full-service treasury management relationships with Middle Market clients. The Treasury Management Consultant (TMC) will be responsible for directly and/or indirectly selling and maintaining depository accounts and the treasury management services applied to those accounts for new and existing Capital One relationships.

The TMC partners with internal stakeholders to be the single point of accountability and/or advise on prospects’ and clients’ deposit, treasury management, risk and other company liquidity needs. The TMC builds a book of business through deposit growth, maintaining and cross‑selling existing clients, and prospecting for new‑to‑bank relationships. The TMC works to identify ways to improve the client experience and enhance Capital One’s brand in the marketplace.

Seen as a trusted advisor, the TMC works closely with commercial clients to understand their business, optimise Treasury flow and minimise financial and reputational risk. They focus on creating and delivering customised client‑centric solutions through a consultative approach. Leveraging their network and collaborating across business lines, the TMC influences strategy to meet clients’ needs while using sound judgement in assessing risk.

The TMC values and fosters a spirit of teamwork and cooperation across value streams. This position works independently and uses initiative in carrying out assignments, requiring minimal guidance from the sales leader.

• Identify both internal and external prospects and develop and maintain relationships to profitably expand business.
• Conduct independent and partnered sales calls on companies to generate new, high‑quality and profitable Treasury Management and deposit business to achieve or exceed specific YoY growth goals.
• Identify working capital efficiency opportunities for a business and deepen relationships accordingly; ensure business Рос awareness of market and industry trends; identify diss voluntary and escalates appropriately.
• Design customer‑centric treasury management solutions and provide consultative expertise on the liquidity management cycle.
• Develop and maintain relationships with clients to maintain and expand existing business.
• Manage portfolio of new‑to‑bank clients with focus on revenue growth.
• Manage portfolio of existing clients with focus on profitable, organic revenue growth and minimising attrition.
• Establish appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services.
• Provide thought leadership within and outside market through, but not limited to, hosting corporate events, attending and speaking at industry conferences,х.
• Engage with internal marketing in the design of sales collateral and company‑sponsored marketing.
• Know business’s organisation and expected activity; identify and communicate operational credit exposures and other risks.
• Understand treasury management product risk and ensure Capital One credit policies and other risks (e.g., reputational, legal) are adhered to and mitigated.
• Takes a role in market by actively engaging in local industry associations, networking groups and/or community associations.
• Identify and refer ancillary business opportunities to appropriate partners.

• 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 례 for this position.

This role is also eligible to earn performance‑based…