Treasury Management Sales Officer (TMSO)

Capital One•New York, NY

58d

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-$20mm 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. Primary responsibilities include ensuring successful enrollment and adoption of services by clients, and building successful partnerships with key business partners (i.e. Business Bankers, Business Development Bankers, and Virtual Bankers).

Requirements

Articulates cash cycle details, and display 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)
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 teams
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.