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Treasury Management Sales Consultant III- Commercial Mid-Corporate

Location Richmond, Virginia; Chicago, Illinois
Job ID R100920 Updated date 10/02/2020
West Creek 5 (12075), United States of America, Richmond, Virginia

Treasury Management Sales Consultant III- Commercial Mid-Corporate

This position is a senior level for a Treasury Management Consultant (TMC) focused on developing Commercial Mid Corp ( Companies with $250MM + Revenues) relationships.  The TMC works closely with line partners to develop an assigned market.  The TMC will administer existing account services and cross sell related financial services. This position works independently and will have frequent travel to meet with Relationship Managers and clients.


  • Provide input, based upon Market coverage, into the overall goals, objectives and budgets for Treasury Management.

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

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

  • Meets with customers through personal calling efforts, line partner referrals, and other contacts to discuss business needs and recommend comprehensive solutions.

  • Maintains up-to-date knowledge of competitor’s products and pricing in the market

  • Plan 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.

  • Sells treasury management services to Commercial customers and prospects within a defined territory.  Assists other less senior Treasury Management Sales employees in their sales efforts

  • Analyzes the cash position/flow and proposes appropriate services. Prepares and present sales proposals.

  • Monitors the implementation process including the preparation of required agreements

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

  • Actively communicates and coordinates sales strategy with Senior and Executive Management within defined territory.

  • Assist in coordinating the resolution of operational problems reported by customers in a timely manner.

  • Coordinate with the assigned relationship managers to align client / prospect strategies as needed.

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

  • Assists Line Partners in understanding treasury management product risk and ensuring Capital One credit policies are applied throughout the sales cycle.

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

  • Assists the department manager in developing a sales strategy and in setting sales objectives.

  • 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 bank’s CRM 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.

  • Ability to Travel (~50%+)

Basic Qualifications

·       Bachelor's degree

·       At least 6 years of financial services experience

·       At least 5 years of sales experience


Preferred Qualifications:

  • At least 7 years in-depth to advanced treasury management experience

  • In-depth to advanced treasury management product knowledge

  •  Effective oral and written communication skills

  •  Certified Treasury Professional designation or equivalent certification


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

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, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, 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 City’s Fair Chance Act; Philadelphia’s 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 1-800-304-9102 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.

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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).

Who We Are

At Capital One, we’re 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.