Treasury Management Sales Officer (TMSO)
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 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 customers are aware of ways to mitigate fraud, including 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 and Virtual Bankers).
Requirements
- At least 3 years of Treasury Management Sales experience
- At least 2 years of Banking experience
- Articulates cash cycle details, and display an advanced understanding of Treasury Management principles
- Display 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)
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 and Virtual Business Bankers in their assigned markets
- 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, competitive, and inclusive set of health, financial and other benefits that support your total well-being.
- Eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI).
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
5,001-10,000 employees
