Capital One Treasury Management Consultant II Commercial Real Estate 

United States, Texas, Plano 

24809216

Treasury Management Consultant II, Commercial Real Estate

Responsibilities:

• Consistently meet annual financial goals & benchmark competencies by demonstrating the key sales behaviors such as strategy, collaboration & consultation, while building and maintaining a partnership-centric client portfolio

• 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 new revenue growth

• Ability to understand sales and relationship management specific to working with Commercial Real Estate clients, e.g. the need for ongoing portfolio and banking account changes

• 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 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

• 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

Basic Qualifications:

• Bachelor’s degree or military experience

• At least 4 years of financial services experience

• At least 3 years of sales or business development experience

• At least 3 years of treasury management experience

Preferred Qualifications:

• A Master's Degree or MBA

• At least 1 year of experience in commercial real estate

• At least 4 years of treasury management experience

• In-depth treasury management product knowledge

• Certified Treasury Professional designation or equivalent certification

• Effective oral and written communication skills

• Proficiency with Google Workspace or Microsoft Business applications

Chicago, IL: $115,200 - $131,500 for Treasury Management Consultant II Houston, TX: $115,200 - $131,500 for Treasury Management Consultant II Newport Beach, CA: $126,700 - $144,600 for Treasury Management Consultant II Plano, TX: $115,200 - $131,500 for Treasury Management Consultant II San Francisco, CA: $138,300 - $157,800 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.