• Treasury Management Sales Officer Jobs in United States Of America - 25672400

  • United States Of America, Usa
  • Save Job
  • 5 - 8 Years
  • Posted : above 1 month

Job Description:

At Capital One, were building a leading information-based technology company Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking We measure our efforts by the success our customers enjoy and the advocacy they exhibit We are succeeding because they are succeeding

Guided by our shared values, we thrive in an environment where collaboration and openness are valued We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results We elevate each other and obsess about doing the right thing Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams Together, we are on a quest to change banking for good

Treasury Management Sales Officer (TMSO II) - Business Banking (Plano)

The Role

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


Under the guidance of a Team Leader or Sales Manager, sells treasury management services to business banking clients and prospects within a defined territory
Coordinates with Senior Level Business Bankers and Business Development 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 companys 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 years 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 Banks credit policies are applied throughout the sales cycle
Receives new product and product enhancement information/ training from Treasury Managements 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 Sales Force 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

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Others - other Industry
Functional Area : Sales/Business Development
Role : Channel Sales
Salary : As per Industry Standards
Deadline : 15th Jul 2020

Key Skills:

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