VP, Global Treasurer & Credit Risk Officer
Kraken$235,000 - $387,200/year
Full Time
Expert & Leadership (9+ years)
Treasury Management Consultant III, Specialized Industries at Capital One
McLean, Virginia, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Technology, Media, Telecom, Financial InstitutionsIndustries
Requirements
- Familiarity with business verticals and specific banking/financial operations of Technology, Media, Telecom (TMT) or Financial Institutions Group (FIG) clients
- Ability to work independently with minimal guidance from sales leader
- Experience partnering with internal stakeholders (e.g., Relationship Managers, product/technology organizations)
- Knowledge of treasury management product risk, credit policies, and other risks (e.g., reputational, legal)
- Skills in consultative sales approach, leveraging networks, and influencing strategy
- Ability to foster teamwork and cooperation across value streams
Responsibilities
- Identifies both internal and external prospects and develops/maintains relationships to profitably expand business
- Provides thought leadership within and outside the market (e.g., hosting corporate events, attending/speaking at industry conferences)
- Engages with internal marketing in designing 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 clients' business, organization, expected activity; identifies and communicates operational credit exposures and other risks
- Understands treasury management product risk and ensures adherence to Capital One credit policies and mitigation of other risks
- Establishes appropriate expectations for onboarding, including execution of documentation and ramp of sold services
- Conducts independent and codependent sales calls to generate new, high-quality, profitable Treasury Management and deposit business to achieve/exceed YoY growth goals
- Actively engages in local industry associations, networking groups, and/or community associations
- Identifies working capital efficiency opportunities, deepens relationships, ensures awareness of market/industry trends, identifies dissatisfiers, and escalates appropriately
Skills
Treasury Management
Sales
Relationship Management
Commercial Banking
Deposit Growth
Cross-Selling
Risk Management
Liquidity Management
Consultative Selling
TMT
FIG
Capital One
Offers diverse financial products and services
About Capital One
Capital One provides a variety of financial services aimed at making banking accessible and easy for everyone. The company offers products such as credit cards, savings accounts, car loans, and business checking accounts, catering to both individual consumers and small businesses primarily in the United States. Capital One's approach includes user-friendly banking solutions with no fees or minimums for checking accounts, allowing customers to manage their finances more effectively. They generate revenue through interest on loans, credit card fees, and investment banking services. What sets Capital One apart from its competitors is its strong commitment to financial inclusion and literacy, demonstrated through community partnerships and educational initiatives, such as collaborations with Khan Academy. The company's goal is to create a more inclusive financial system and empower customers with the knowledge and tools they need to make informed financial decisions.
McLean, VirginiaHeadquarters
2014Year Founded
$15.9MTotal Funding
IPOCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees