VP, Global Treasurer & Credit Risk Officer
Kraken$235,000 - $387,200/year
Full Time
Expert & Leadership (9+ years)
Treasury Management Sales Officer (TMSO) - NJ/NY & Virtual Banking at Capital One
New York, New York, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries
Requirements
- At least 3 years of Treasury Management Sales experience
- Articulates cash cycle details and displays 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)
- Preferred: Bachelor’s Degree or military experience
- Preferred: 5+ years of Treasury Management Sales experience
Responsibilities
- Builds and maintains strong relationships with Business Bankers in assigned markets - New Jersey, New York, & Virtual Banking
- 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
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the work location or arrangement for this role?
The role covers assigned markets in New Jersey, New York, and Virtual Banking.
What salary or compensation is offered for this position?
This information is not specified in the job description.
What key skills are required for the Treasury Management Sales Officer role?
Required skills include articulating cash cycle details and advanced understanding of Treasury Management principles, advanced knowledge of fraud defensive strategies, analyzing client cash flow patterns to offer tailored solutions, exceptional communication skills, strong client-facing skills, and developing creative solutions for complex challenges.
What does the team structure look like for this position?
The role involves building partnerships with key business partners such as Business Bankers, Business Development Bankers, and Virtual Bankers, and collaborating with the Treasury Management Client Services team and Onboarding Team.
What makes a strong candidate for this Treasury Management Sales Officer position?
Strong candidates excel in consultative sales, building client relationships with businesses in the $2mm-$200mm space, achieving production goals, and demonstrating advanced Treasury Management and fraud knowledge.
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