Treasury Management Sales Officer (TMSO) - NJ/NY & Virtual Banking

Capital One • Edison, NJ

117d • $138,300 - $157,800

About The Position

The Treasury Management Sales Officer (TMSO) plays a critical role in driving growth and profitability of the bank by focusing on closing new business opportunities and deepening relationships with existing relationships with clients. They focus on building and maintaining strong client relationships with businesses in the $2mm-$200mm space within their assigned market. TMSOs should be able to articulate cash cycle details, and display an understanding of Treasury Management principles and ensure prospects and customers are aware of fraud solutions.

Requirements

• At least 3 years of Treasury Management Sales experience

Nice To Haves

• Bachelor’s Degree or military experience
• 5+ years of Treasury Management Sales experience

Responsibilities

• Builds and maintains strong relationships with Business Bankers in their 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.

Benefits

• Comprehensive health benefits
• Financial benefits
• Inclusive benefits supporting total well-being
• Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)

What This Job Offers