Sr Director, Cash Management Market Manager

  • Company: Capital One
  • Location: New York, New York
  • Posted: August 10, 2016
  • Reference ID: R8703
NYC 299 Park Avenue (22957), United States of America, New York, New York

Sr Director, Cash Management Market Manager


  • Develop and communicate a uniform sales vision throughout the bank by directing a cohesive, integrated sales team, establishing and communicating expectations, working closely with Commercial Real Estate leadership and relationship managers.
  • Provide creative input to Treasury Management’s overall strategy.Identify opportunities and risks to the business and mobilize the organization to respond.
  • Translate sound sales concepts/programs into action plans and relevant value propositions that focus on various customer groups.
  • Direct Treasury Management sales initiatives including input on product offering, marketing, and delivery.Responsible for sales force preparedness.
  • Assists Treasury Management Sales Advisors with developing and maintaining customer relationships through sale of Deposit and Treasury Management products.
  • Facilitate interaction between bank support areas (such as Corporate Education, Segmentation Management, Marketing, and Market Operations) and the field.
  • Establish sales discipline, activities, and expectations; working with Treasury Management Manager, and Commercial Banking managers to set goals.
  • Develop profiles for successful candidates for sales roles; guide the selection and placement process to insure that sales positions are filled with candidates that possess the necessary skills.
  • Coaches and effectively manages Cash Management executives on team through 10/10’s and regular team meetings.
  • Ensures client relationships are well-managed by Cash Management Executives: Adherence to Overdraft and Wire approval policies, proper identification and escalation of regulatory, compliance, or AML issues.
  • Align training, objectives, monitoring, and incentives with Treasury Management and Bank objectives.
  • Review sales management reports that reflect activities and financial results in order to monitor impact of various initiatives on sales results.Highlight best practice sales behaviors..
  • 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.
  • Remove barriers to selling and improve service delivery by establishing service expectations/standards.Coordinate with Product Management and Client Services to improve sales agreements and implementation forms to streamline sales process and improve client satisfaction with the process.
  • Assists the department manager in developing a sales strategy and in setting sales objectives.
  • Assists Relationship managers in understanding treasury management product risk and ensuring credit policies are applied throughout the sales cycle.
  • Provide input on rewards for performance and celebration for success by through sales force compensation and incentive plans.
  • Responsible for maintaining the workflow/scheduling, employee counseling and performance problems/resolutions, preparation of the annual employee review(s), determining and fulfilling training needs, interviewing and recommending new hires, promotions, demotions, terminations and salary adjustments.
  • Maintains an awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars. 

Basic Qualifications:

  • Bachelors Degree or military experience
  • At least 10 years of financial services experience
  • At least 7 years of treasury management or at least 7 years of commercial real estate banking experience.
  • At least 3 years of experience in sales management

Preferred Qualifications:

  •  Certified Cash Management preferred.

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

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