Associate Treasury Management Consultant II

Capital One; Houston (TX); On-site; USD 93,400 - 106,600; Full time

Benefits offered by this job

Comprehensive health benefits

Performance-based incentives

Inclusive workplace

Career development opportunities

Job summary

A financial services firm in Houston, TX, seeks an Associate Treasury Management Consultant II to support TMCs and lead relationship management with clients. The role focuses on consulting, value creation through financial solutions, and contributing to business operations to enhance client experience. Ideal candidates should have at least 4 years in financial services and possess strong business acumen alongside communication skills. The position offers competitive pay and opportunities for growth.

Qualifications

• 4+ years of financial services or consulting experience.
• Strong oral and written communication skills.
• Treasury management product knowledge is preferred.

Responsibilities

• Support assigned TMCs with sales-related disciplines.
• React to client opportunities and consult on solutions.
• Assist with customer analysis and impactful presentations.
• Attend stakeholder and sales enablement meetings.

Skills

Communication skills

Business analysis

Financial acumen

Integrated thinking

MS Office proficiency

Education

High School Diploma or GED

Bachelor's degree or Military Experience

Tools

MS Excel

MS PowerPoint

MS Word

Job description

Associate Treasury Management Consultant II

Join to apply for the Associate Treasury Management Consultant II role at Capital One.

The Associate Treasury Management Consultant (ATMC) II works within the assigned coverage model to support aligned Treasury Management Consultants (TMCs) and nurture assigned customers. The ATMC II, in conjunction with proactive marketing outreach, 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 is expected to support assigned TMC partners with relationship reviews and complex relationship and/or deal‑based opportunities. The ATMC II is expected to work with the Commercial Bank value chain to respond to requests and execute portfolio/market action plans while maintaining a consistent focus on personal and professional development.

Seen as a trusted partner, the ATMC II is a contributor to the value chain and works closely with commercial clients to understand their business and demonstrate skills to assist customers in resolving business issues. There is an expectation the ATMC II will know the subject matter experts to bring in 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.
• In support of the TMC, contribute to working capital efficiency opportunities for a business and deepen relationship accordingly; ensure business awareness of market and industry trends; identify dissatisfiers and escape appropriately.
• Develop an understanding of product features and functionality and client‑level profitability to be able 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 escape 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.

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

Salary Ranges (by location):

• Houston, TX: $93,400 - $106,600 for Associate Treasury Management Consultant II
• Jericho, NY: $112,000 - $127,800 for Associate Treasury Management Consultant II
• McLean, VA: $102,700 - $117,200 for Associate Treasury Management Consultant II
• New York, NY: $112,000 - $127,800 for Associate Treasury Management Consultant II
• Plano, TX: $93,400 - $106,600 for Associate Treasury Management Consultant II
• Richmond, VA: $93,400 - $106,600 for Associate 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.

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 [e-mail]. 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 [e-mail].

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).

Seniority level: Mid‑Senior level.

Employment type: Full‑time.

Job function: Finance and Sales.