Capital One
Associate Treasury Management Consultant II
The ATMC II works within the assigned coverage model to support aligned Treasury Management Consultants (TMCs) and nurture assigned customers. In conjunction with proactive marketing outreach, the ATMC II is expected to react to active sales opportunities and provide insight and recommendations to customers to drive digital transformation, improve the client experience, and enhance Capital One’s brand in the marketplace.
The ATMC II supports TMC partners with relationship reviews and complex relationship and/or deal-based opportunities, and works with the Commercial Bank value chain to respond to requests and execute portfolio/market action plans while maintaining focus on personal and professional development. As a trusted partner, the ATMC II contributes to the value chain, works closely with commercial clients to understand their business, and brings subject matter experts to solve problems.
Responsibilities:
Support assigned TMCs with sales-related disciplines that help tie customers to the Bank
React to opportunities to consult clients and create value-added solutions while leveraging products and technology to benefit client businesses through efficiency, cost savings and simplicity
Assist TMCs with customer analysis and distill analysis into impactful presentations focused on generating value for clients
Attend client presentations to learn client-facing behaviors from TMCs and add value by actively participating in discussions
Action all leads uncovered as a result of marketing nurturing campaigns or other referral sources
Attend agreed-upon stakeholder meetings (e.g., Pipeline meetings) and sales enablement meetings
Contribute to working capital efficiency opportunities for a business and deepen relationships accordingly; ensure business awareness of market and industry trends; identify dissatisiers and appropriately elevate
Develop an understanding of product features and functionality and client-level profitability to maximize potential and find win-win situations for Capital One and clients
Work with Treasury Management product organization to communicate customer needs and opportunities for new and existing products
Appropriately elevate all RFPs and any sales opportunities that exceed maximum thresholds
Manage risk management responsibilities associated with assigned portfolio
Basic Qualifications:
High School Diploma, GED or equivalent certification
At least 4 years of financial services, management consulting, or technology consulting experience
Preferred Qualifications:
Bachelor’s degree or Military Experience
Treasury management product knowledge
Strong financial and business acumen
Strong oral and written communication skills
Strong business analysis and integrated thinking skills
Highly proficient in MS Office – Excel, PowerPoint, Word
Minimum and maximum full-time annual salaries for this role by location:
Houston, TX: $93,400 - $106,600
Jericho, NY: $112,000 - $127,800
McLean, VA: $102,700 - $117,200
New York, NY: $112,000 - $127,800
Plano, TX: $93,400 - $106,600
Richmond, VA: $93,400 - $106,600
This role is also eligible to earn performance-based incentive compensation, which may include cash bonus(es) and/or long-term incentives (LTI).
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.
Applications accepted for a minimum of 5 business days.
No agencies please.
Capital One is an equal‑to‑opportunity employer (EOE, including disability and veteran), committed to non‑discrimination.
Capital One will consider qualified applicants with a criminal history in a manner consistent with applicable laws regarding criminal background inquiries.
For technical support or questions about the recruiting process, send an email to Careers@capitalone.com.
#J-18808-Ljbffr
The ATMC II supports TMC partners with relationship reviews and complex relationship and/or deal-based opportunities, and works with the Commercial Bank value chain to respond to requests and execute portfolio/market action plans while maintaining focus on personal and professional development. As a trusted partner, the ATMC II contributes to the value chain, works closely with commercial clients to understand their business, and brings subject matter experts to solve problems.
Responsibilities:
Support assigned TMCs with sales-related disciplines that help tie customers to the Bank
React to opportunities to consult clients and create value-added solutions while leveraging products and technology to benefit client businesses through efficiency, cost savings and simplicity
Assist TMCs with customer analysis and distill analysis into impactful presentations focused on generating value for clients
Attend client presentations to learn client-facing behaviors from TMCs and add value by actively participating in discussions
Action all leads uncovered as a result of marketing nurturing campaigns or other referral sources
Attend agreed-upon stakeholder meetings (e.g., Pipeline meetings) and sales enablement meetings
Contribute to working capital efficiency opportunities for a business and deepen relationships accordingly; ensure business awareness of market and industry trends; identify dissatisiers and appropriately elevate
Develop an understanding of product features and functionality and client-level profitability to maximize potential and find win-win situations for Capital One and clients
Work with Treasury Management product organization to communicate customer needs and opportunities for new and existing products
Appropriately elevate all RFPs and any sales opportunities that exceed maximum thresholds
Manage risk management responsibilities associated with assigned portfolio
Basic Qualifications:
High School Diploma, GED or equivalent certification
At least 4 years of financial services, management consulting, or technology consulting experience
Preferred Qualifications:
Bachelor’s degree or Military Experience
Treasury management product knowledge
Strong financial and business acumen
Strong oral and written communication skills
Strong business analysis and integrated thinking skills
Highly proficient in MS Office – Excel, PowerPoint, Word
Minimum and maximum full-time annual salaries for this role by location:
Houston, TX: $93,400 - $106,600
Jericho, NY: $112,000 - $127,800
McLean, VA: $102,700 - $117,200
New York, NY: $112,000 - $127,800
Plano, TX: $93,400 - $106,600
Richmond, VA: $93,400 - $106,600
This role is also eligible to earn performance-based incentive compensation, which may include cash bonus(es) and/or long-term incentives (LTI).
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.
Applications accepted for a minimum of 5 business days.
No agencies please.
Capital One is an equal‑to‑opportunity employer (EOE, including disability and veteran), committed to non‑discrimination.
Capital One will consider qualified applicants with a criminal history in a manner consistent with applicable laws regarding criminal background inquiries.
For technical support or questions about the recruiting process, send an email to Careers@capitalone.com.
#J-18808-Ljbffr