Treasury Management Sales Officer (TMSO)

About the role

The Treasury Management Sales Officer plays a critical role in driving growth and profitability of the bank by focusing on closing new business opportunities and deepening relationships with existing clients.

Responsibilities

• 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
• Set expectations with customers about the onboarding experience, including any requirements and testing
• Prepares and executes implementation documentation in order to establish new services
• Collaborates with Treasury Management Client Services team to deliver exceptional service and ensure a seamless banking experience for all clients
• Aids 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

Qualifications

• At least 3 years of Treasury Management Sales experience
• At least 2 years of Banking experience

Skills

• Articulates cash cycle details, and display an advanced understanding of Treasury Management principles
• Displays an advanced knowledge of fraud defensive strategies and industry trends
• Skilled at analyzing client cash flow patterns and operational needs, and offers tailored solutions
• Exceptional communication skills–both written and verbal
• Strong client-facing skills to build trust and long-term relationships
• Develops creative solutions for complex treasury challenges
• Works effectively with external and internal partners (e.g. sales support, onboarding, & servicing)

Pay

Salaries for this role vary by location and are listed below:

• Treas Mgmt Sales Specialist 2 (CIP), McLean, VA: $134,400 - $153,300
• Treas Mgmt Sales Specialist 2 (CIP), Richmond, VA: $122,100 - $139,400
• Treas Mgmt Sales Specialist 2 (CIP), Edison, NJ: $146,600 - $167,300
• Treas Mgmt Sales Specialist 2 (CIP), Houston, TX: $122,100 - $139,400
• Treas Mgmt Sales Specialist 2 (CIP), Lafayette, LA: $122,100 - $139,400
• Treas Mgmt Sales Specialist 2 (CIP), Mandeville, LA: $122,100 - $139,400
• Treas Mgmt Sales Specialist 2 (CIP), New York, NY: $146,600 - $167,300
• Treas Mgmt Sales Specialist 2 (CIP), Plano, TX: $122,100 - $139,400