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Capital One · 22 hours ago

Treasury Management Consultant III, Middle Market Corporate Banking

Plano, TX

Full-time

Onsite

Senior Level

$162K/yr - $184K/yr

6+ years exp

Capital One is a financial services company, and they are seeking a Treasury Management Consultant III to develop and maintain treasury management relationships with Middle Market clients. The role involves generating new business, providing consultative expertise on treasury management solutions, and collaborating with internal stakeholders 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

Conducts independent and partnered sales calls on companies to generate new, high-quality and profitable Treasury Management and deposit business to achieve or exceed specific YoY growth goals

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

Designs customer-centric treasury management solutions, and provides consultative expertise on the liquidity management cycle

Develops and maintains relationships with clients to maintain and expand existing business

Manages portfolio of new-to-bank clients with focus on revenue growth

Manages portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition

Establishes appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services

Provides thought leadership within and outside 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

Knows business’s organization and 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

Takes a role in market by actively engaging in local industry associations, networking groups and /or community associations

Identifies and refers ancillary business opportunities to appropriate partners