Treasury Management Sales Officer (TMSO)

Capital One • Mandeville, LA

1d

About The Position

The Treasury Management Sales Officer (TMSO) is a critical role focused on driving growth and profitability for the bank by closing new business opportunities and deepening relationships with existing clients. This role specifically targets businesses in the $2mm-$20mm space within their assigned market. TMSOs are expected to articulate cash cycle details, demonstrate an understanding of Treasury Management principles, and educate customers on fraud mitigation strategies and solutions. A key aspect of the role involves ensuring successful enrollment and adoption of services by clients, and fostering strong partnerships with key business partners such as Business Bankers and Virtual Bankers.

Requirements

• At least 3 years of Treasury Management Sales experience
• At least 2 years of Banking 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 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

• A comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being
• Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees