Treasury Management Consultant II, Commercial Real Estate

The Treasury Management Consultant (TMC) partners with internal stakeholders to advise on prospects’ and clients’ deposit, treasury management, risk and other company liquidity needs. The TMC builds a book of business through deposit growth, maintaining and cross-selling existing clients, and prospecting new-to-bank relationships.

• Consistently meet annual financial goals & benchmark competencies by demonstrating the key sales behaviors such as strategy, collaboration & consultation, while building and maintaining a partnership-centric client portfolio
• Manages portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition
• Manages portfolio of new-to-bank clients with focus on new revenue growth
• Ability to understand sales and relationship management specific to working with Commercial Real Estate clients, e.g. the need for ongoing portfolio and banking account changes
• Develops and maintains relationships with clients to maintain and expand existing business
• Knows business’s, organization, expected activity; identifies and communicates operational credit exposures and other risks
• Understands treasury management product risk and ensures Capital One credit policies and other risks (e.g., reputational, legal) are adhered to and mitigated
• Establishes appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services
• Conducts independent and codependent sales calls on companies to generate new, high-quality and profitable Treasury Management and deposit business to achieve or exceed specific YoY growth goals
• Takes a role in market by actively engaging in local industry associations, networking groups and community associations
• Identifies working capital efficiency opportunities for a business and deepens relationship accordingly; ensures business awareness of market and industry trends; identifies dissatisfiers and escalates appropriately
• Identifies and refers ancillary business opportunities to appropriate partners
• Designs customer-centric treasury management solutions, and provides consultative expertise on the liquidity management cycle
• Identifies both internal and external prospects. Develops and maintains relationships with prospects to profitably expand business
• Provides thought leadership within and outside the market through, but not limited to, hosting corporate events, attending and speaking at industry conferences, etc.
• Engages with internal marketing in the design of sales collateral and company-sponsored marketing

• Bachelor’s degree or military experience
• At least 4 years of financial services experience
• At least 3 years of sales or business development experience
• At least 3 years of treasury management experience

• 401k matching
• Health insurance
• Flight privileges

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