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Treasury Management Sales Specialist Job Job Opening at Capital One in New Orleans, LA
| [Position No Longer Available] |
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| Position: | Treasury Management Sales Specialist Job |
| Company: | Capital One |
| Job Location(s): | New Orleans, LA |
| Start Date: | As soon as possible |
| Employment Term: | Regular |
| Employment Type | Full Time |
| Starting Salary Range: | |
| Required Education: | Associate Degree |
| Required Experience: | Open |
| Required Security Clearance: | None |
| Related Categories: | Banking - General, Sales - Inside, Finance - Advisor/Services |
Position Description
Treasury Management Sales Specialist-715955
Description
Summary:
This position is focused on developing Treasury Management service relationships with US-based corporate banking clients that have $500 million or higher in annual revenues. Develops markets and administers existing account services and cross sells related financial services. This position works independently and may supervise administrative staff and/or other Treasury Management Sales Officers and assist in managing their performance to goals. Provides input into the overall goals, objectives and budgets for Treasury Management.
Responsibilities:
- 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 new Treasury Management and deposit business to achieve or exceed specific production goals
- Meeting with customers through personal calling efforts, branch referrals and other contacts to discuss business needs and recommend 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 corporate banking clients and prospects within a defined territory, and assists other less senior Treasury Management Sales employees in their sales efforts
- Coordinating with corporate banking relationship managers, the Sales Specialist schedules and completes calls on existing customers 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 customers on the system
- Performs timely follow-up concerning newly implemented treasury management services to ensure customer is satisfied and/or carefully understands the mechanics of the service
- Meets with corporate banking relationship managers to review their accounts and identify prospective customers for cash management services
- Working with Marketing, reviews market research data to build prospect lists within industry types or geographic locations
- Actively communicates and coordinates sales strategy with Senior and Executive Management within defined territory
- Resolves operational problems reported by customers in a timely manner.
- Responsible for reviewing monthly Account Analysis Statements in a timely manner to ensure newly implemented services are being properly charged.
- Assists corporate banking relationship managers with 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
- Ensures that corporate banking relationship managers and other bank personnel, as appropriate, are aware of the company's treasury management services by developing and conducting internal training programs
- 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
- 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 CTP certification
- 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
Qualifications
Basic Qualifications:
- Bachelors Degree
- 8+ years of financial services experience with at least 5 in Treasury Management sales
- 2+ years of leadership/supervisory experience
- Certified Treasury Professional (CTP) designation
Job: Business and Commercial Banking
Primary Location: United States-Louisiana-New Orleans-Greater NO-Place St Charles (37701)
Other Locations:United States-New York-New York-Mid Manh-90 Park Ave Br 862 (22862), United States-Texas-Austin-Austin - Willowcreek Br 360 (31360), United States-Louisiana-Baton Rouge-Baton Rouge-Main Office Br 60 (37060), United States-Texas-Plano-DFW-Plano People Center Bldg 1 (31061), United States-Maryland-Bethesda-Montgomery-Bethesda Metro Cntr (17049), United States-Texas-San Antonio-San Antonio-Commercial Banking (31036), United States-New Jersey-Fairfield-Essex-Fairfield NJ Br 930 (10930), United States-New York-Melville-NW Suffolk-NFB HQ #1 Br 567 (22567), United States-Texas-Houston-Houston-Westheimer DU Br 798 (31798), United States-Texas-Dallas-DFW-Plaza of the Americas (31012), United States-District of Columbia-Washington-Wash DC-Federal Gateway Plaza (19778), United States-Virginia-McLean-Northern VA-McLean Campus (19050)
Schedule: Full-time
Travel: Yes, 50 % of the Time
Job Posting:
Unposting Date:
Description
Summary:
This position is focused on developing Treasury Management service relationships with US-based corporate banking clients that have $500 million or higher in annual revenues. Develops markets and administers existing account services and cross sells related financial services. This position works independently and may supervise administrative staff and/or other Treasury Management Sales Officers and assist in managing their performance to goals. Provides input into the overall goals, objectives and budgets for Treasury Management.
Responsibilities:
- 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 new Treasury Management and deposit business to achieve or exceed specific production goals
- Meeting with customers through personal calling efforts, branch referrals and other contacts to discuss business needs and recommend 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 corporate banking clients and prospects within a defined territory, and assists other less senior Treasury Management Sales employees in their sales efforts
- Coordinating with corporate banking relationship managers, the Sales Specialist schedules and completes calls on existing customers 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 customers on the system
- Performs timely follow-up concerning newly implemented treasury management services to ensure customer is satisfied and/or carefully understands the mechanics of the service
- Meets with corporate banking relationship managers to review their accounts and identify prospective customers for cash management services
- Working with Marketing, reviews market research data to build prospect lists within industry types or geographic locations
- Actively communicates and coordinates sales strategy with Senior and Executive Management within defined territory
- Resolves operational problems reported by customers in a timely manner.
- Responsible for reviewing monthly Account Analysis Statements in a timely manner to ensure newly implemented services are being properly charged.
- Assists corporate banking relationship managers with 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
- Ensures that corporate banking relationship managers and other bank personnel, as appropriate, are aware of the company's treasury management services by developing and conducting internal training programs
- 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
- 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 CTP certification
- 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
Qualifications
Basic Qualifications:
- Bachelors Degree
- 8+ years of financial services experience with at least 5 in Treasury Management sales
- 2+ years of leadership/supervisory experience
- Certified Treasury Professional (CTP) designation
Job: Business and Commercial Banking
Primary Location: United States-Louisiana-New Orleans-Greater NO-Place St Charles (37701)
Other Locations:United States-New York-New York-Mid Manh-90 Park Ave Br 862 (22862), United States-Texas-Austin-Austin - Willowcreek Br 360 (31360), United States-Louisiana-Baton Rouge-Baton Rouge-Main Office Br 60 (37060), United States-Texas-Plano-DFW-Plano People Center Bldg 1 (31061), United States-Maryland-Bethesda-Montgomery-Bethesda Metro Cntr (17049), United States-Texas-San Antonio-San Antonio-Commercial Banking (31036), United States-New Jersey-Fairfield-Essex-Fairfield NJ Br 930 (10930), United States-New York-Melville-NW Suffolk-NFB HQ #1 Br 567 (22567), United States-Texas-Houston-Houston-Westheimer DU Br 798 (31798), United States-Texas-Dallas-DFW-Plaza of the Americas (31012), United States-District of Columbia-Washington-Wash DC-Federal Gateway Plaza (19778), United States-Virginia-McLean-Northern VA-McLean Campus (19050)
Schedule: Full-time
Travel: Yes, 50 % of the Time
Job Posting:
Unposting Date: