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Capital One Manager Treasury Management Consultant II 
United States, New York 
537612346

26.06.2024
1307 Walt Whitman (22600), United States of America, Melville, New York Manager, Treasury Management Consultant II


Responsibilities:

  • 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

Basic Qualifications:

  • High School Diploma, GED, or equivalent certification

  • At least 4 years Financial Services experience

  • At least 3 years of Sales experience

  • At least 3 years of Treasury Management experience

Preferred Qualifications:

  • Bachelor’s Degree or Military experience

  • At least 4 years in-depth treasury management experience or related experience

  • Basic to in-depth treasury management product knowledge

  • Strong financial and business acumen

  • Strong oral and written communication skills

  • Certified Treasury Professional designation or equivalent certification

New York City (Hybrid On-Site): $128,300 - $146,400 for Treasury Management Consultant IIThis role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.