Treasury Management Consultant II, Middle Market Corporate Banking
Company: Capital One
Location: Plano
Posted on: April 2, 2026
|
|
|
Job Description:
Treasury Management Consultant II, Middle Market Corporate
Banking This role is focused on generating new to bank and
developing existing full-service treasury management relationships
with Middle Market clients. The Treasury Management Consultant
(TMC) will be 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 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, and
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 Treasury 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 judgement 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 minimal guidance
from the sales leader. Responsibilities: Identifies both internal
and external prospects. Develops and maintains relationships with
prospects to profitably expand business Conducts independent and
partnered sales calls on companies to generate new, high-quality
and profitable Treasury Management and deposit business to achieve
or exceed specific YoY growth goals 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
Designs customer-centric treasury management solutions, and
provides consultative expertise on the liquidity management cycle
Develops and maintains relationships with clients to maintain and
expand existing business Manages portfolio of new-to-bank clients
with focus on revenue growth Manages portfolio of existing clients
with focus on profitable, organic revenue growth and minimizing
attrition Establishes appropriate expectations for onboarding
including execution of documentation and ensure ramp of sold
services Provides thought leadership within and outside 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 Knows business’s organization and 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 Takes a role in market by
actively engaging in local industry associations, networking groups
and /or community associations Identifies and refers ancillary
business opportunities to appropriate partners Basic
Qualifications: High School Diploma, GED or equivalent
certification At least 4 years of financial services experience At
least 3 years of sales or business development experience At least
3 years of treasury management experience Preferred Qualifications:
Bachelor’s degree or military experience At least 4 years of
treasury management experience In-depth treasury management product
knowledge Certified Treasury Professional designation or equivalent
certification Effective oral and written communication skills
Proficiency with Google Workspace or Microsoft Business
applications CommTM CommTMSales At this time, Capital One will not
sponsor a new applicant for employment authorization for this
position. 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. Houston, TX: $138,100 - $157,700
for Treasury Management Consultant II Plano, TX: $138,100 -
$157,700 for Treasury Management Consultant II Candidates 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).
Keywords: Capital One, Euless , Treasury Management Consultant II, Middle Market Corporate Banking, Accounting, Auditing , Plano, Texas