Small Business Banking -Treasury Management Sales Officer, Manager

Capital One
Phoenix, Arizona
Jun 24, 2022
Jul 23, 2022
Full Time
Locations: Sales - AZ - Phoenix, United States of America, Phoenix, Arizona

Small Business Banking -Treasury Management Sales Officer, Manager

The Role :

This position is a Treasury Management Sales Officer (TMSO) focused on developing service relationships with Business Banking clients (companies that have annual sales between $2 million and $20 million). The TMSO will develop, market, and administer existing treasury management services and cross-sell related financial services.

Responsibilities :
  • Coordinates with Business Bankers
  • Schedules and completes calls on existing clients and prospects in order to develop new treasury management business.
  • Analyzes the cash position/flow and proposes appropriate services.
  • Prepares and completes sales presentations.
  • Prepares agreements, implementation documentation and procedures in order to establish new clients on the system.
  • Performs timely follow-up concerning newly implemented treasury management services to ensure client is satisfied and/or carefully understands the mechanics of the service.
  • Meets with Business Bankers to review their accounts and identify prospective clients for cash management services.
  • Develops and maintains the company's relationships with contacts/clients to maintain and expand business.
  • Makes regular calls on potential client companies in order to generate high quality new Treasury Management and deposit business to achieve or exceed specific production goals.
  • Meets with clients through personal calling efforts, referrals and other contacts to discuss business needs and recommend ways in which the bank can serve their needs.
  • Maintains up-to-date knowledge of competitors' products and pricing in the market served.
  • Plans the upcoming year's growth through the development of a business plan in alignment with departmental budget and consistent with overall Bank asset/liability management objectives.
  • Resolves operational problems reported by clients in a timely manner (within 24 hours).
  • Reviews monthly Account Analysis Statements in a timely manner to ensure newly implemented services are being properly charged.
  • Assists Business Bankers with understanding treasury management product risk and ensuring Capital One Bank's credit policies are applied throughout the sales cycle.
  • Receives new product and product enhancement information/ training from Treasury Management's product staff.
  • Assists in the design of treasury management services by providing data from the market on strengths and weaknesses of existing services and new product needs not currently met.
  • Maintains an awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
  • Maintains and updates the banks 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.

Basic Qualifications :
  • Associate's Degree
  • At least 3 years of Treasury Management Sales experience

Preferred Qualifications :
  • Bachelor's Degree or Military Experience
  • 5 Years of Treasury Management Sales experience

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

No agencies please. Capital One is an Equal Opportunity Employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Similar jobs