Treasury Management Consultant II: Drive Client Value & Growth

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

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.