Capital One Treasury Management Sales Officer TMSO - NJ/NY & Virtual Banking 

United States, New York, New York 

276996289

Treasury Management Sales Officer (TMSO) - NJ/NY & Virtual Banking

Key Responsibilities:

• New Jersey, New York, & Virtual Banking

• Schedules and/or attends calls on both Prospects and Existing Customers in order to generate new Treasury Management and deposit business

• Achieve or exceed specific production goals

• Manages and successfully closes new business with referrals from Bankers

• Proposes appropriate financial services through a consultative sales approach

• Proactively identifies deepening opportunities with Existing Customers

• Prepares and completes sales presentations, including any negotiated pricing

• Sets expectations with customers about the onboarding experience, including any requirements and testing

• Prepares and executes implementation documentation in order to establish new services

• Coordinates with Onboarding Team to ensure a smooth enrollment process; manages issues if they arise

• Performs timely follow-up concerning newly implemented treasury management services to ensure the client is satisfied and/or carefully understands the mechanics of the service

• Collaborates with Treasury Management Client Services team to deliver exceptional service and ensure a seamless banking experience for all clients

• Assists Business Bankers with understanding treasury management product risk and ensuring Capital One Bank's policies are applied throughout the sales cycle

• Maintains and updates the bank's SRM system regarding sales calls, pipelines, closed sales, etc. to enable the generation of monthly activity reports to track sales and revenue growth by market segment.

Skills:

• Articulates cash cycle details, and display an advanced understanding of Treasury Management principles

• Displays an advanced knowledge of fraud defensive strategies and industry trends

• Skilled at analyzing client cash flow patterns and operational needs, and offers tailored solutions

• Exceptional communication skills–both written and verbal

• Strong client-facing skills to build trust and long-term relationships

• Develops creative solutions for complex treasury challenges

• Works effectively with external and internal partners (e.g. sales support, onboarding, & servicing)

Basic Qualifications:

• At least 3 years of Treasury Management Sales experience

Preferred Qualifications:

• Bachelor’s Degree or military experience

• 5+ years of Treasury Management Sales experience

Anytown, NJ: $138,300 - $157,800 for Treas Mgmt Sales Specialist 2 (CIP) New York, NY: $138,300 - $157,800 for Treas Mgmt Sales Specialist 2 (CIP)This 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.