Capital One · 2 months ago
Sr. Manager, Associate Treasury Management Consultant Team Lead
Plano, TX
Full-time
Onsite
Senior Level, Lead/Staff, Director/Executive
$155K/yr - $176K/yr
6+ years expCapital One is a financial services company seeking a Sr. Manager, Associate Treasury Management Consultant Team Lead. This role involves driving associate development and managing a portfolio, overseeing the training and strategic planning for the Associate Treasury Management Consultants while guiding them in client relationship management and business development.
BankingCredit CardsFinanceFinancial Services
Responsibilities
Mentor, coach, and develop a team of associate-level consultants, focusing on building their sales skills, product knowledge, and client relationship management capabilities
Develop & execute a strategic hiring plan that aligns with the predicted succession needs of our senior TMC team (geography, industry specialization, sales focus)
Lead joint sales calls with associates to provide real-time coaching, feedback, and support
Guide associates in developing effective prospecting strategies to build and maintain a robust sales pipeline
Provide regular, constructive feedback and performance guidance to support the long-term career growth of team members
Act as a primary resource for associates on complex deal structuring, story-telling, risk assessment, and navigating internal partnerships
Responsible for leading & creating community of practice forums
Lead and direct the team to identify and pursue both internal and external prospects, generating new, high-quality, and profitable Treasury Management and deposit business to achieve or exceed growth goals
Guide the team in designing innovative, customer-centric treasury management solutions and provide expert consultation on the liquidity management cycle for high-value clients
Empower the team to identify working capital efficiency opportunities for businesses and deepen client relationships, ensuring clients are aware of market and industry trends
Maintain highly visible relationships with LOB & TM Sales Leaders across all of the Commercial Bank
Identify new strategies to support the sales team & clients, including benchmarking, market research, prospecting and lending pipeline evaluation
Collaborate with internal marketing teams to contribute to the design of effective sales collateral that supports the team's objectives
Oversee the team's portfolio of new and existing clients, with a focus on profitable, organic revenue growth and minimizing attrition
Train the team to understand their clients’ businesses, organizational structures, and expected activity to identify and communicate operational credit exposures and other risks
Ensure continuous coverage and escalated support of clients and TMCs when there are ATMC vacancies, a uniquely frequent situation in a team built to be a talent exporter
Ensure the team understands treasury management product risks and that Capital One credit policies are adhered to and mitigated
Establish and manage team standards for client onboarding, including the execution of documentation and the successful ramp-up of sold services
Qualification
Required
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
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
Benefits
Performance based incentive compensation
Cash bonus(es)
Long term incentives (LTI)
Comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being
Company
Capital One
Capital One is a financial services company that provides banking, credit card, auto loan, savings, and commercial banking services.
10001+ employees
H1B Sponsorship
Capital One has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (723)
2024 (488)
2023 (545)
2022 (909)
2021 (672)
2020 (944)
Funding
Current Stage
Public CompanyTotal Funding
$5.45BKey Investors
Berkshire Hathaway
2025-09-11Post Ipo Debt· $2.75B
2025-01-30Post Ipo Debt· $1.75B
2023-05-15Post Ipo Equity· $954M
Leadership Team
Lo Li
CTO, Managing Vice President Retail Bank
Daniel Arellano
Senior Vice President, Business Cards and Payments
Recent News
2026-01-09
2026-01-04
The Motley Fool
2026-01-04
Company data provided by crunchbase