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Treasury Management Sales Officer, Business Banking

  • ... Capital One National Association
  • ... Denver, Colorado, United States
  • ... Full time
  • ... Salary: 124100 per year
  • Posted on: May 26, 2024

Treasury Management Sales Officer, Business Banking   

JOB TITLE:

Treasury Management Sales Officer, Business Banking

JOB TYPE:

Full-time

JOB LOCATION:

Denver Colorado United States

No

JOB DESCRIPTION:

Locations: Sales - AZ - Phoenix, United States of America, Phoenix, ArizonaTreasury Management Sales Officer, Business Banking

The Role:

This position is a Treasury Management Sales Officer (TMSO) focused on developing service relationships with Business Banking clients (companies that have annual sales between $2 million and $20 million). The TMSO will develop, market, and administer existing treasury management services and cross-sell related financial services.

Responsibilities:

  • Coordinates with Business Bankers

  • Schedules and completes calls on existing clients and prospects in order to develop new treasury management business.

  • Analyzes the cash position/flow and proposes appropriate services.

  • Prepares and completes sales presentations.

  • Prepares agreements, implementation documentation and procedures in order to establish new clients on the system.

  • Performs timely follow-up concerning newly implemented treasury management services to ensure client is satisfied and/or carefully understands the mechanics of the service.

  • Meets with Business Bankers to review their accounts and identify prospective clients for cash management services.

  • Develops and maintains the company's relationships with contacts/clients to maintain and expand business.

  • Makes regular calls on potential client companies in order to generate high quality new Treasury Management and deposit business to achieve or exceed specific production goals.

  • Meets with clients through personal calling efforts, referrals and other contacts to discuss business needs and recommend ways in which the bank can serve their needs.

  • Maintains up-to-date knowledge of competitors products and pricing in the market served.

  • Plans the upcoming year's growth through the development of a business plan in alignment with departmental budget and consistent with overall Bank asset/liability management objectives.

  • Resolves operational problems reported by clients in a timely manner (within 24 hours).

  • Reviews monthly Account Analysis Statements in a timely manner to ensure newly implemented services are being properly charged.

  • Assists Business Bankers with understanding treasury management product risk and ensuring Capital One Bank's credit policies are applied throughout the sales cycle.

  • Receives new product and product enhancement information/ training from Treasury Management's product staff.

  • Assists in the design of treasury management services by providing data from the market on strengths and weaknesses of existing services and new product needs not currently met.

  • Maintains an awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.

  • Maintains and updates the banks 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.

Basic Qualifications:

  • At least 3 years of Treasury Management Sales experience

Preferred Qualifications:

  • Bachelors Degree

  • 5+ years of Treasury Management Sales experience

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Colorado (Hybrid On-Site) or Sales Territory: $108,700 - $124,100 for Treas Mgmt Sales Specialist 2 (CIP)

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidates offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the

. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.This role is expected to accept applications for a minimum of 5 business days.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 (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable 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 Citys Fair Chance Act; Philadelphias 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

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

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

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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Position Details

POSTED:

May 26, 2024

EMPLOYMENT:

Full-time

SALARY:

124100 per year

SNAPRECRUIT ID:

S-1717186245-7acb2a3281c9e949e3a68ea87c5fc458

LOCATION:

Colorado United States

CITY:

Denver

Job Origin:

jpick2

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Treasury Management Sales Officer, Business Banking    Apply

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Locations: Sales - AZ - Phoenix, United States of America, Phoenix, ArizonaTreasury Management Sales Officer, Business Banking

The Role:

This position is a Treasury Management Sales Officer (TMSO) focused on developing service relationships with Business Banking clients (companies that have annual sales between $2 million and $20 million). The TMSO will develop, market, and administer existing treasury management services and cross-sell related financial services.

Responsibilities:

  • Coordinates with Business Bankers

  • Schedules and completes calls on existing clients and prospects in order to develop new treasury management business.

  • Analyzes the cash position/flow and proposes appropriate services.

  • Prepares and completes sales presentations.

  • Prepares agreements, implementation documentation and procedures in order to establish new clients on the system.

  • Performs timely follow-up concerning newly implemented treasury management services to ensure client is satisfied and/or carefully understands the mechanics of the service.

  • Meets with Business Bankers to review their accounts and identify prospective clients for cash management services.

  • Develops and maintains the company's relationships with contacts/clients to maintain and expand business.

  • Makes regular calls on potential client companies in order to generate high quality new Treasury Management and deposit business to achieve or exceed specific production goals.

  • Meets with clients through personal calling efforts, referrals and other contacts to discuss business needs and recommend ways in which the bank can serve their needs.

  • Maintains up-to-date knowledge of competitors products and pricing in the market served.

  • Plans the upcoming year's growth through the development of a business plan in alignment with departmental budget and consistent with overall Bank asset/liability management objectives.

  • Resolves operational problems reported by clients in a timely manner (within 24 hours).

  • Reviews monthly Account Analysis Statements in a timely manner to ensure newly implemented services are being properly charged.

  • Assists Business Bankers with understanding treasury management product risk and ensuring Capital One Bank's credit policies are applied throughout the sales cycle.

  • Receives new product and product enhancement information/ training from Treasury Management's product staff.

  • Assists in the design of treasury management services by providing data from the market on strengths and weaknesses of existing services and new product needs not currently met.

  • Maintains an awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.

  • Maintains and updates the banks 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.

Basic Qualifications:

  • At least 3 years of Treasury Management Sales experience

Preferred Qualifications:

  • Bachelors Degree

  • 5+ years of Treasury Management Sales experience

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Colorado (Hybrid On-Site) or Sales Territory: $108,700 - $124,100 for Treas Mgmt Sales Specialist 2 (CIP)

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidates offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the

. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.This role is expected to accept applications for a minimum of 5 business days.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 (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable 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 Citys Fair Chance Act; Philadelphias 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

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

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

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).


#J-18808-Ljbffr

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  • Business Requirements
  • Finance
  • Mechanical Engineering
  • Sales
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  • Scheduling

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