Associate Treasury Management Consultant II

Capital One Careers; Plano (TX); On-site; USD 93,000 - 107,000; Full time

Job summary

Join a forward-thinking company as an Associate Treasury Management Consultant II, where you will play a crucial role in enhancing client relationships and driving digital transformation. In this dynamic position, you will support Treasury Management Consultants by providing valuable insights and solutions that improve customer experience and operational efficiency. Your expertise in financial services and strong communication skills will help you to analyze client needs and present tailored solutions. This role offers a unique opportunity to grow professionally while contributing to a collaborative environment focused on innovation and excellence.

Benefits

Comprehensive Health Benefits

Performance-Based Incentives

Inclusive Workplace

Career Development Opportunities

Qualifications

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

Responsibilities

• Support TMCs with sales disciplines to connect customers to the Bank.
• Assist in client analysis and create impactful presentations.

Skills

Financial Services Experience

Management Consulting

Technology Consulting

Business Analysis

Communication Skills

Client Relationship Management

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.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

McLean, VA : $102,700 - $117,200 for Associate Treasury Management Consultant II

Richmond, VA : $93,400 - $106,600 for Associate Treasury Management Consultant II

Baton Rouge, LA : $93,400 - $106,600 for Associate Treasury Management Consultant II

New Orleans, LA : $93,400 - $106,600 for Associate Treasury Management Consultant II

Plano, TX : $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 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. 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, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations 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 [emailprotected] . 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 [emailprotected]

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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).