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Capital One · 2 hours ago

Treasury Management Consultant III, Specialized Industries

McLean, VA

Full-time

Onsite

Senior Level

$141K/yr - $160K/yr

6+ years exp

Capital One is a financial services company, and they are seeking a Treasury Management Consultant III to generate new and expand existing treasury management relationships for Middle Market clients. The role involves partnering with internal stakeholders, managing client portfolios, and providing customized solutions to meet client needs.

BankingCredit CardsFinanceFinancial Services

Comp. & Benefits

No H1B

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

Qualification

Treasury management experienceSales experienceFinancial services experienceCertified Treasury ProfessionalTreasury management product knowledgeEffective communication skills