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Capital One · 4 hours ago

Treasury Management Consultant III & Relationship Manager - Government Banking Northeast

Philadelphia, PA

Full-time

Onsite

Senior Level

$169K/yr - $192K/yr

6+ years exp

Capital One is a financial services company seeking a Treasury Management Consultant III & Relationship Manager for Government Banking. The role involves partnering with clients to provide treasury management solutions, manage relationships, and drive revenue growth while ensuring compliance with risk policies.

BankingCredit CardsFinanceFinancial Services

Comp. & Benefits

No H1B

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 Government Banking clients

Independently develops and maintains relationships with clients to maintain and expand existing business

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 entities 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, conferences, networking groups and community associations

Identifies working capital efficiency opportunities for an entity and deepens relationship accordingly; ensures 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, attending and speaking at industry conferences, etc

Engages with internal marketing in the design of sales collateral and company-sponsored marketing

Qualification

Treasury management experienceSales experienceGovernment banking experienceCertified Treasury ProfessionalTreasury management product knowledgeCooperationClient relationship managementConsultative approachNetworking skillsMarket awarenessClient analysisSales collateral designEffective communication skillsTeamworkInitiative