Understanding the Role of a Treasury Management Consultant III & Relationship Manager in Government Banking
Within the world of finance and banking, there are pivotal roles that ensure the smooth running of financial operations and client relationships. One such role is the Treasury Management Consultant III & Relationship Manager, particularly in the realm of Government Banking, in the Northeast region.
This role is a significant part of the Government Banking Treasury Management Sales team and plays a crucial role in the success of the bank’s operations. It involves partnering with internal stakeholders to advise on prospects’ and clients’ deposit, treasury management, risk, and other liquidity needs. The aim is to provide a comprehensive service that not only meets but exceeds the expectations of the clients.
The Responsibilities of the Treasury Management Consultant & Relationship Manager
The Treasury Management Consultant (TMC) and Relationship Manager not only manage a portfolio of existing clients but also focus on new-to-bank clients, aiming to expand business and increase revenue growth. They have the responsibility to understand and work with Government Banking clients, a role that requires specialized knowledge and expertise in sales and relationship management.
The TMC is expected to independently develop and maintain relationships with clients with a focus on expanding existing business. The role involves managing treasury management product risk and ensuring that all Capital One credit policies and other risks, such as reputational and legal, are adhered to and mitigated.
As a TMC, one also plays a significant role in the market by actively engaging in local industry associations, conferences, networking groups, and community associations. This helps to establish the brand in the marketplace and deepen relationships within the industry.
Qualifications for a Treasury Management Consultant & Relationship Manager
The qualifications required for a Treasury Management Consultant and Relationship Manager are quite extensive. The role requires at least a high school diploma, GED, or equivalent certification. It also demands at least six years of experience in financial services and at least five years each in sales and treasury management.
Preferred qualifications include government banking experience, a bachelor’s degree or military experience, in-depth to advanced treasury management product knowledge, and a Certified Treasury Professional designation or equivalent certification. In addition, proficiency in Google Workspace or Microsoft Business products and effective oral and written communication skills are crucial.
Compensation and Benefits
The compensation for this role varies by location. For example, in Melville and New York, NY, the full-time annual salary ranges between $168,700 – $192,500 for a Treasury Management Consultant III. In Philadelphia, PA, and Wilmington, DE, the range is $140,600 – $160,400.
Capital One also offers a comprehensive set of health, financial, and other benefits that support total well-being. Additionally, this role is eligible to earn performance-based incentive compensation, which may include cash bonuses and/or long-term incentives.
Capital One is an equal opportunity employer committed to non-discrimination in compliance with applicable federal, state, and local laws. They also promote a drug-free workplace and consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries.
To learn more about this position, visit the job posting here.
