Expoint - all jobs in one place

Finding the best job has never been easier

Limitless High-tech career opportunities - Expoint

Capital One Senior Manager Treasury Management Consultant III 
United States, New York, New York 
649385943

26.06.2024
NYC 299 Park Avenue (22957), United States of America, New York, New York Senior Manager, Treasury Management Consultant III


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 6 years of financial services experience

  • At least 5 years of sales experience

  • At least 5 years of treasury management experience

Preferred Qualifications:

  • 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

New York City (Hybrid On-Site): $156,400 - $178,500 for Treasury Management Consultant IIIThis 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.