The Sr. Manager, Associate Treasury Management Consultant Team Lead oversees the development, training, and performance of associate-level treasury management consultants to prepare them for advanced sales roles. This leadership role also manages client portfolios, drives new business development, and supports strategic planning to meet growth targets. The position requires deep treasury management knowledge, sales experience, and focuses on delivering customized, client-centric financial solutions.
Sr. Manager, Associate Treasury Management Consultant Team Lead
This role is a leadership opportunity with a dual mandate of driving associate development and portfolio management. As the Associate Treasury Management Consultant Team Lead your role is to develop a group of Associate Treasury Management Consultants (ATMC) into our future Treasury Management Consultants (TMC). This position oversees the hiring, training, strategic planning, career coaching, client coverage and new sales support initiatives for the ATMC team. The ATMC role works closely with seasoned TMCs to drive Treasury Management sales activities including development of new relationships, expansion of existing relationships and providing ongoing consultative support to our client.
In addition to partnering with TMCs, you will guide your team to build and manage their own books of business, partnering with internal stakeholders to be a single point of accountability on deposit, treasury management, and liquidity needs for key prospects and clients.
As a trusted advisor and team leader, you will be instrumental in teaching your team to create and deliver customized, client-centric solutions through a consultative approach. You will foster a spirit of teamwork and cooperation and instill best practices in your team to help them influence strategy and meet client needs.
Responsibilities:
Talent Development & Mentorship:
Mentor, coach, and develop a team of associate-level consultants, focusing on building their sales skills, product knowledge, and client relationship management capabilities
Develop & execute a strategic hiring plan that aligns with the predicted succession needs of our senior TMC team (geography, industry specialization, sales focus)
Lead joint sales calls with associates to provide real-time coaching, feedback, and support
Guide associates in developing effective prospecting strategies to build and maintain a robust sales pipeline
Provide regular, constructive feedback and performance guidance to support the long-term career growth of team members
Act as a primary resource for associates on complex deal structuring, story-telling, risk assessment, and navigating internal partnerships
Responsible for leading & creating community of practice forums
Business Development & Strategy:
Lead and direct the team to identify and pursue both internal and external prospects, generating new, high-quality, and profitable Treasury Management and deposit business to achieve or exceed growth goals
Guide the team in designing innovative, customer-centric treasury management solutions and provide expert consultation on the liquidity management cycle for high-value clients
Empower the team to identify working capital efficiency opportunities for businesses and deepen client relationships, ensuring clients are aware of market and industry trends.
Maintain highly visible relationships with LOB & TM Sales Leaders across all of the Commercial Bank
Identify new strategies to support the sales team & clients, including benchmarking, market research, prospecting and lending pipeline evaluation
Collaborate with internal marketing teams to contribute to the design of effective sales collateral that supports the team's objectives
Client & Portfolio Management:
Oversee the team's portfolio of new and existing clients, with a focus on profitable, organic revenue growth and minimizing attrition
Train the team to understand their clients’ businesses, organizational structures, and expected activity to identify and communicate operational credit exposures and other risks
Ensure continuous coverage and escalated support of clients and TMCs when there are ATMC vacancies, a uniquely frequent situation in a team built to be a talent exporter
Ensure the team understands treasury management product risks and that Capital One credit policies are adhered to and mitigated
Establish and manage team standards for client onboarding, including the execution of documentation and the successful ramp-up of sold services
Basic Qualifications:
High School Diploma, GED or equivalent certification
At least 6 years of financial services experience
At least 5 years of sales experience
At least 5 years of treasury management experience
Preferred Qualifications:
Bachelor's degree or Military experience
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
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Atlanta, GA: $140,600 - $160,400 for Treasury Management Consultant III Charlotte, NC: $140,600 - $160,400 for Treasury Management Consultant III Chicago, IL: $140,600 - $160,400 for Treasury Management Consultant III McLean, VA: $154,600 - $176,400 for Treasury Management Consultant III New York, NY: $168,700 - $192,500 for Treasury Management Consultant III Plano, TX: $140,600 - $160,400 for Treasury Management Consultant III Richmond, VA: $140,600 - $160,400 for Treasury Management Consultant IIICandidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.
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.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. 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 RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
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).
Treasury Management, Team Lead, Financial Services, Client Portfolio Management, Sales Leadership, Business Development, Treasury Solutions, Talent Development, Consultative Selling, Liquidity Management
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