Job: Treasury Management Sales Specialist III- Richmond Job

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Jobing Description

Treasury Management Sales Specialist III- Richmond-633741

Description
Treasury Management Sales Officer III- Middle Market

Summary:
This position is the first level for a Treasury Management Specialist focused on developing service relationships with commercial and business banking clients. Develops markets and administers existing account services and cross sells related financial services. This position requires direct supervision from the Team Leader or Sales Manager.

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, 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 competitor's products and pricing in the market served.
- 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.

DUTIES SPECIFIC TO TREASURY MANAGEMENT
- Under the guidance of a Team Leader or Sales Manager, sells treasury management services to corporate customers and prospects within a defined territory.
- Coordinating with Commercial, Business Banking and Retail Account Officers, 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 presentation. '
- 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 Commercial, Business Banking and Retail Account Officers 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.
- Resolves operational problems reported by customers in a timely manner (within 24 hours).
- Responsible for reviewing monthly Account Analysis Statements in a timely manner to ensure newly implemented services are being properly charged.
- Assists Commercial, Business Banking and Retail Account Officers in understanding treasury management product risk and ensuring Capital One Bank's credit policies are applied throughout the sales cycle.
- Receives new product and product enhancement information/ training from Treasury Management's 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. Participates as speaker at conferences/trade shows to ensure name recognition for Capital One.
- 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
Job
Business and Commercial Banking
Primary Location: United States-Virginia-Richmond-Richmond-West Creek Town Ctr (12078)
Schedule: Full-time
Travel: Yes, 25 % of the Time