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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
. 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.
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