ASSOCIATE TREASURY MANAGEMENT CONSULTANT II

TieTalent; Wylie (TX); On-site; USD 93,000 - 107,000; Full time

Job summary

A leading company is seeking an Associate Treasury Management Consultant II to support Treasury Management Consultants and enhance client relationships. The role involves proactive marketing outreach, sales support, and collaboration with subject matter experts to drive digital transformation and improve client experience. Ideal candidates will have a strong financial background and excellent communication skills.

Benefits

Comprehensive benefits

Qualifications

• At least 4 years in financial services, management consulting, or technology consulting.
• Knowledge of treasury management products.

Responsibilities

• Support TMCs with sales activities to connect customers to the Bank.
• Identify opportunities to consult clients and create value-added solutions.
• Assist TMCs with customer analysis and prepare impactful presentations.

Skills

Financial Services

Business Analysis

Integrated Thinking

Education

High School Diploma

Bachelor's Degree

Tools

MS Office

Job description

Associate Treasury Management Consultant II

2 days ago Be among the first 25 applicants

About

The Associate Treasury Management Consultant (ATMC) II works within the assigned coverage model to support Treasury Management Consultants (TMCs) and nurture assigned customers. The ATMC II supports proactive marketing outreach, reacts to active sales opportunities, and provides insights and recommendations to drive digital transformation, improve client experience, and enhance Capital Ones marketplace presence.

The ATMC II supports relationship reviews and complex deal opportunities, working with the Commercial Bank value chain to respond to requests and execute portfolio / market plans. They are expected to develop professional skills, understand client needs, and collaborate with subject matter experts to resolve business issues.

Responsibilities

• Support TMCs with sales activities to connect customers to the Bank
• Identify opportunities to consult clients and create value-added solutions using products and technology
• Assist TMCs with customer analysis and prepare impactful presentations
• Participate in client presentations and discussions to add value
• Follow up on leads from marketing campaigns and referrals
• Attend stakeholder and sales meetings
• Contribute to working capital efficiency and deepen client relationships
• Understand product features, client profitability, and market trends
• Communicate customer needs to Treasury Management product teams
• Escalate RFPs and sales opportunities exceeding thresholds
• Manage risk associated with the portfolio

Basic Qualifications

• High School Diploma, GED, or equivalent
• At least 4 years in financial services, management consulting, or technology consulting

Preferred Qualifications

• Bachelors degree or Military experience
• Knowledge of treasury management products
• Strong financial and business acumen
• Business analysis and integrated thinking skills
• Proficiency in MS Office (Excel, PowerPoint, Word)
• Capital One will not sponsor employment authorization for this position at this time.

Salary ranges vary by location, e.g., McLean,

• 93,400 - $106,600, etc. Salaries are subject to location and offered in the candidates official offer letter. The role may include performance incentives.

Capital One offers comprehensive benefits supporting total well-being. For more info, visit the Capital One Careers website. This role accepts applications for at least 5 business days. No agencies please.

Capital One is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration without regard to various protected characteristics. We promote a drug-free workplace and consider qualified applicants with criminal histories in accordance with applicable laws.

If accommodations are needed during the application process, contact Capital One Recruiting at 1-800-304-9102 or via email. For technical support, contact support as specified.

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