Sr. Manager, Treasury Management Consultant III

Capital One
McLean, Virginia
Aug 06, 2022
Sep 05, 2022
Full Time
Center 1 (19052), United States of America, McLean, Virginia

Sr. Manager, Treasury Management Consultant III

The Treasury Management Consultant (TMC) partners with internal stakeholders to be the single point of accountability and/or advise on prospects' and clients' deposit, treasury management, risk and other company liquidity needs. The TMC builds a book of business through deposit growth, maintaining and cross-selling existing clients, prospecting for new-to-bank relationships.

The TMC on the Treasury Management Sales team work to identify ways to improve the client experience and enhance Capital One's brand in the marketplace. Seen as a trusted advisor, the TMC works closely with commercial clients to understand their business, optimize Treasury flow and minimize financial and reputational risk. They focus on creating and delivering customized client centric solutions through a consultative approach. Leveraging their network and collaborating across business lines, the TMC influences strategy to meet the needs of clients while using sound judgment in assessing risk. The TMC values and fosters a spirit of teamwork and cooperation across value streams. This position works independently and uses initiative in carrying out assignments; requiring minimal guidance from the sales leader.

  • Manages a national portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition
  • Manages a nationally based portfolio of new-to-bank clients with focus on revenue growth
  • Develops and maintains relationships with clients to maintain and expand existing business.
  • Knows business's, organization, expected activity; identifies and communicates operational credit exposures and other risks
  • Understands treasury management product risk and ensures Capital One credit policies and other risks (e.g., reputational, legal) are adhered to and mitigated
  • Establishes appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services
  • Conducts independent and codependent sales calls on companies to generate new, high-quality and profitable Treasury Management and deposit business to achieve or exceed specific YoY growth goals
  • Takes a role in market by actively engaging in local industry associations, networking groups and /or community associations
  • Identifies working capital efficiency opportunities for a business and deepens relationship accordingly; ensures business awareness of market and industry trends; identifies dissatisfiers and escalates appropriately
  • Identifies and refers ancillary business opportunities to appropriate partners
  • Designs customer-centric treasury management solutions, and provides consultative expertise on the liquidity management cycle
  • Identifies both internal and external prospects. Develops and maintains relationships with prospects to profitably expand business
  • Provides thought leadership within and outside the market through, but not limited to, hosting corporate events, attending and speaking at industry conferences, etc.
  • Engages with internal marketing in the design of sales collateral and company-sponsored marketing

Basic Qualifications:
  • High School Diploma, GED or equivalent certification
  • At least 6 years of financial services experience
  • At least 5 years of sales experience
  • At least 5 years of treasury management experience

Preferred Qualifications:
  • Bachelor's degree or Military experience
  • At least 7 years in-depth to advanced treasury management experience
  • In-depth to advanced treasury management product knowledge
  • Effective oral and written communication skills
  • Certified Treasury Professional designation or equivalent certification

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

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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).

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