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Capital One · 20 hours ago

Treasury Management Sales Officer (TMSO)

Richmond, VA

Full-time

Onsite

Mid, Senior Level

$122K/yr - $139K/yr

3+ years exp

Capital One is a financial services company, and they are seeking a Treasury Management Sales Officer (TMSO) to drive growth and profitability by closing new business opportunities and deepening relationships with clients. The role focuses on building strong client relationships, ensuring successful enrollment of services, and collaborating with business partners to enhance client satisfaction.

BankingCredit CardsFinanceFinancial Services

Comp. & Benefits

No H1B

Responsibilities

Builds and maintains strong relationships with Business Bankers in their assigned teams

Schedules and/or attends calls on both Prospects and Existing Customers in order to generate new Treasury Management and deposit business

Achieve or exceed specific production goals

Manages and successfully closes new business with referrals from Bankers

Proposes appropriate financial services through a consultative sales approach

Proactively identifies deepening opportunities with Existing Customers

Prepares and completes sales presentations, including any negotiated pricing

Sets expectations with customers about the onboarding experience, including any requirements and testing

Prepares and executes implementation documentation in order to establish new services

Coordinates with Onboarding Team to ensure a smooth enrollment process; manages issues if they arise

Performs timely follow-up concerning newly implemented treasury management services to ensure the client is satisfied and/or carefully understands the mechanics of the service

Collaborates with Treasury Management Client Services team to deliver exceptional service and ensure a seamless banking experience for all clients

Assists Business Bankers with understanding treasury management product risk and ensuring Capital One Bank's policies are applied throughout the sales cycle

Maintains and updates the bank's SRM system regarding sales calls, pipelines, closed sales, etc. to enable the generation of monthly activity reports to track sales and revenue growth by market segment

Qualification

Treasury ManagementFraud defensive strategiesClient cash flow analysisClient-facing skillsCollaboration with partnersCommunication skillsCreative problem solving