Manager, Treasury Management Consultant Ii

3 weeks ago

Melville, United States Capital One Full time

1307 Walt Whitman (22600), United States of America, Melville, New York

Manager, Treasury Management Consultant II

This role is focused on generating new to the bank and developing existing full-service treasury management relationships. The Treasury Management Consultant is responsible for directly and/or indirectly selling and maintaining depository accounts and the treasury management services applied to those accounts for new and existing Capital One relationships.

The Treasury Management Consultant (TMC) partners with internal stakeholders to be the single point of accountability and/or 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, prospecting for new-to-bank relationships.

The TMC on the Treasury Management Sales team work to identify ways to improve the client experience and enhance Capital One’s brand in the marketplace. Seen as a trusted advisor, the TMC works closely with commercial clients to understand their business, optimize cash flow and minimize financial and reputational risk. They focus on creating and delivering customized client centric solutions through a consultative approach. Leveraging their network and collaborating across business lines, the TMC influences strategy to meet the needs of clients while using sound judgment in assessing risk. The TMC values and fosters a spirit of teamwork and cooperation across value streams. This position works independently and uses initiative in carrying out assignments; requiring limited guidance from the sales leader.

**Responsibilities**:

- 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
- 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 revenue growth
- 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 /or 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

**Basic Qualifications**:

- High School Diploma, GED, or equivalent certification
- At least 4 years Financial Services experience
- At least 3 years of Sales experience
- At least 3 years of Treasury Management experience

**Preferred Qualifications**:

- Bachelor’s Degree or Military experience
- At least 4 years in-depth treasury management experience or related experience
- Basic to in-depth treasury management product knowledge
- Strong financial and business acumen
- Strong 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.**

**#CommTM #CommTMSales**

New York City (Hybrid On-Site): $128,300 - $146,400 for Treasury Management Consultant II

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 Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, service

  • Manager, Treasury Management Consultant II

    2 weeks ago

    Melville, United States Capital One Financial Corp Full time

    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, atten Management, Treasury, Manager, Consultant, Business, Banking

  • Treasury Analyst

    2 days ago

    Melville, United States Reliance First Capital Full time

    Treasury Analyst - Mortgage Banking Overview: Join our team as a Treasury Analyst where you will play a crucial role performing financial activities related to treasury functions. We are a dynamic company committed to excellence and innovation in the financial sector. Responsibilities: - Cash Flow Projecting and Forecasting - Warehouse Lending Facility...

  • Treasury Analyst

    2 weeks ago

    Melville, United States Reliance First Capital, LLC Full time

    Treasury Analyst - Mortgage BankingOverview:Join our team as a Treasury Analyst where you will play a crucial role performing financial activities related to treasury functions. We are a dynamic company committed to excellence and innovation in the financial sector.Responsibilities:- Cash Flow Projecting and Forecasting- Warehouse Lending Facility...

  • Treasury Analyst

    2 weeks ago

    Melville, United States Reliance First Capital Full time

    Treasury Analyst - Mortgage Banking Overview: Join our team as a Treasury Analyst where you will play a crucial role performing financial activities related to treasury functions. We are a dynamic company committed to excellence and innovation in the financial sector. Responsibilities: - Cash Flow Projecting and Forecasting - Warehouse Lending Facility...

  • Treasury Analyst

    5 hours ago

    Melville, United States Reliance First Capital, LLC Full time

    Treasury Analyst - Mortgage BankingOverview:Join our team as a Treasury Analyst where you will play a crucial role performing financial activities related to treasury functions. We are a dynamic company committed to excellence and innovation in the financial sector.Responsibilities:- Cash Flow Projecting and Forecasting- Warehouse Lending Facility...

  • Banking Treasury Analyst

    1 week ago

    Melville, United States Servbank Full time

    Description A Banking Treasury Analyst plays a crucial role in managing the financial assets and liabilities of a Servbank. This professional ensures optimal liquidity, manages financial risks, and handles investment portfolios to maximize returns and minimize costs. The role requires a deep understanding of financial markets, regulatory requirements, and...

  • Director, Treasury Operations

    2 weeks ago

    Melville, New York, United States ComTech Telecommunication Corporation Full time

    We are looking for a skilled Operations Director to join our Treasury Management team! Manage corporate cash flow on a daily, weekly, monthly, and quarterly basis Conduct liquidity analysis and electronic funds processing Ensure compliance with debt covenants and report as necessary Supervise accounts payable functions across the organization Oversee...

  • Maintenance Engineer

    2 weeks ago

    Melville, New York, United States BankUnited Full time

    Who We Are BankUnited (NYSE:BKU) is a national bank headquartered in Miami Lakes, Florida with banking centers in Florida, the New York metropolitan area, Dallas and Atlanta. BankUnited has two subsidiaries, Pinnacle Public Finance headquartered in Scottsdale, Arizona and Bridge Funding Group headquartered in Hunt Valley, Maryland. We pride ourselves on our...

  • Property Manager

    1 month ago

    Melville, United States Einsidler Management, Inc. Full time

    Job DescriptionJob DescriptionEinsidler Management, Inc., is looking for an experienced Property Manager to add to our team. Candidates must possess excellent verbal and written communication skills, be well organized, and have strong time management skills.Responsibilities:Work with building Boards of ManagersOversee day-to-day operations of a...

  • Account Manager

    1 month ago

    Melville, United States GLOBAL FACILITY MANAGEMENT Full time

    Job DetailsLevelExperiencedJob LocationGlobal Facility Management - Melville, NYPosition TypeFull TimeTravel PercentageNoneJob ShiftDayJob CategoryCustomer ServiceACCOUNT MANAGER WHO WE AREWe're Global Facility Management and Construction, an innovative and groundbreaking organization launched initially out of a studio apartment in 2004, now grown and...

  • Account Manager

    2 weeks ago

    Melville, United States GLOBAL FACILITY MANAGEMENT Full time

    Job Details Level Experienced Job Location Global Facility Management - Melville, NY Position Type Full Time Travel Percentage None Job Shift Day Job Category Customer Service ACCOUNT MANAGER WHO WE ARE We're Global Facility Management and Construction , an innovative and groundbreaking organization launched initially out of a studio apartment in 2004, now...

  • Account Manager

    1 month ago

    Melville, United States GLOBAL FACILITY MANAGEMENT Full time

    Job DetailsLevel Experienced Job Location Global Facility Management - Melville, NY Position Type Full Time Travel Percentage None Job Shift Day Job Category Customer Service ACCOUNT MANAGER WHO WE ARE We're Global Facility Management and Construction, an innovative and groundbreaking organization launched initially out of a studio apartment in 2004, now...

  • Account Manager

    4 weeks ago

    Melville, United States GLOBAL FACILITY MANAGEMENT Full time

    Job DetailsLevel Experienced Job Location Global Facility Management - Melville, NY Position Type Full Time Travel Percentage None Job Shift Day Job Category Customer Service ACCOUNT MANAGER WHO WE ARE We're Global Facility Management and Construction, an innovative and groundbreaking organization launched initially out of a studio apartment in 2004, now...

  • Account Manager

    2 weeks ago

    Melville, New York, United States GLOBAL FACILITY MANAGEMENT Full time

    Job DetailsLevel Experienced Job Location Global Facility Management - Melville, NY Position Type Full Time Travel Percentage None Job Shift Day Job Category Customer Service ACCOUNT MANAGERWHO WE AREWe're Global Facility Management and Construction, an innovative and groundbreaking organization launched initially out of a studio apartment in 2004, now grown...

  • Tax Manager

    3 days ago

    Melville, United States Verrus Full time

    Currently hiring a Tax Manager for a multidisciplinary financial services firm that offers services across a wide range of tax, accounting, audit, business advisory, valuation, financial planning, wealth management, and support services. Firm ranked in the “Top 100” accounting firms by Accounting Today and has been a consistent “Top 100” firm in the...

  • Audit Manager

    1 week ago

    Melville, United States Istituto Marangoni Full time

    Position Summary THE FOCUS IS YOU: We are looking to add an Audit Manager to help guide and oversee our clients, in addition to supporting our internal leaders and the on-going growth in our Northeast Region. As an Audit Manager, you will be responsible for overseeing and reviewing the necessary procedures involved in planning and executing attestation...

  • Tax Manager

    1 week ago

    Melville, United States Verrus Full time

    Currently hiring a Tax Manager for a multidisciplinary financial services firm that offers services across a wide range of tax, accounting, audit, business advisory, valuation, financial planning, wealth management, and support services. Firm ranked in the Top 100 accounting firms by Accounting Today and has been a consistent Top 100 firm in the INSIDE...

  • Tax Manager

    1 week ago

    Melville, United States Verrus Full time

    Currently hiring a Tax Manager for a multidisciplinary financial services firm that offers services across a wide range of tax, accounting, audit, business advisory, valuation, financial planning, wealth management, and support services. Firm ranked in the “Top 100” accounting firms by Accounting Today and has been a consistent “Top 100” firm in the...

  • Tax Manager

    7 days ago

    Melville, United States Verrus Full time

    Currently hiring a Tax Manager for a multidisciplinary financial services firm that offers services across a wide range of tax, accounting, audit, business advisory, valuation, financial planning, wealth management, and support services. Firm ranked in the “Top 100” accounting firms by Accounting Today and has been a consistent “Top 100” firm in the...

  • Senior National Account Sales Manager

    4 weeks ago

    Melville, United States Quantum Talent Management Full time

    Job DescriptionJob DescriptionOverview:We are in search of a Sr. National Account Sales Manager for our client. The Senior National Account Sales Manager (Sr Manager, Sales) will be responsible for managing all imaging product within the National Accounts Sales Group and is expected to provide clear direction, support, and daily management of NA Account...