Associate Treasury Management Consultant II

Capital One; Plano (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Associate Treasury Management Consultant II to support Treasury Management Consultants and enhance client relationships. In this exciting role, you will engage with clients to drive digital transformation and improve their experience while leveraging your financial services expertise. The ideal candidate will possess strong analytical and communication skills, enabling them to provide valuable insights and solutions to clients. This position offers the opportunity to deepen your understanding of treasury management products and contribute to the overall success of the organization. Join a dynamic team that values professional development and fosters a culture of inclusion and diversity.

Benefits

Health Benefits

Financial Benefits

Performance Based Incentives

Inclusive Work Environment

Qualifications

• 4+ years of experience in financial services or consulting.
• Strong communication and business analysis skills are essential.

Responsibilities

• Support TMCs with sales disciplines and client consultations.
• Assist in customer analysis and create impactful presentations.
• Manage risk associated with assigned portfolio.

Skills

Financial Services Experience

Management Consulting

Technology Consulting

Business Analysis

Communication Skills

Education

High School Diploma or GED

Bachelor’s Degree

Tools

MS Office

Excel

PowerPoint

Word

Job description

Associate Treasury Management Consultant II

The Associate Treasury Management Consultant (ATMC) IIs work within the assigned coverage model to support aligned Treasury Management Consultants (TMCs) and also 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 having 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 find 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 (ie: 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 escalate 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 escalate all RFP’s 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.

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 committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law.