Associate Treasury Management Consultant II
Capital One
Associate Treasury Management Consultant II
Job Description
Overview
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 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
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
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.Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at theCapital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.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 RecruitingAccommodation@capitalone.com. 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 Careers@capitalone.comCapital 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).
Locations
- McLean, Virginia, United States
- Jericho, New York, United States
- Richmond, Virginia, United States
- Plano, Texas, United States
- New York, New York, United States
- Houston, Texas McLean, VirginiaChicago
Salary
50,000 - 85,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Treasury management product knowledgeintermediate
- Strong financial and business acumenintermediate
- Strong oral and written communication skillsintermediate
- Strong business analysis and integrated thinking skillsintermediate
- Highly proficient in MS Office (Excel, PowerPoint, Word)intermediate
Required Qualifications
- High School Diploma, GED or equivalent certification (experience)
- At least 4 years of financial services, management consulting, or technology consulting experience (experience)
- Bachelor’s degree or Military Experience (preferred) (experience)
Responsibilities
- Support assigned TMCs with sales related disciplines
- React to opportunities to consult clients and create value-added solutions
- Assist TMCs with customer analysis and impactful presentations
- Attend client presentations and actively participate in discussions
- Action all leads from marketing campaigns or referrals
- Manage risk management responsibilities associated with assigned portfolio
Benefits
- general: Comprehensive, competitive, and inclusive set of health, financial and other benefits
Answer 10 quick questions to check your fit for Associate Treasury Management Consultant II @ Capital One.
Related Books and Jobs
Associate Treasury Management Consultant II
Capital One
Associate Treasury Management Consultant II
Job Description
Overview
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 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
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
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.Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at theCapital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.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 RecruitingAccommodation@capitalone.com. 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 Careers@capitalone.comCapital 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).
Locations
- McLean, Virginia, United States
- Jericho, New York, United States
- Richmond, Virginia, United States
- Plano, Texas, United States
- New York, New York, United States
- Houston, Texas McLean, VirginiaChicago
Salary
50,000 - 85,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Treasury management product knowledgeintermediate
- Strong financial and business acumenintermediate
- Strong oral and written communication skillsintermediate
- Strong business analysis and integrated thinking skillsintermediate
- Highly proficient in MS Office (Excel, PowerPoint, Word)intermediate
Required Qualifications
- High School Diploma, GED or equivalent certification (experience)
- At least 4 years of financial services, management consulting, or technology consulting experience (experience)
- Bachelor’s degree or Military Experience (preferred) (experience)
Responsibilities
- Support assigned TMCs with sales related disciplines
- React to opportunities to consult clients and create value-added solutions
- Assist TMCs with customer analysis and impactful presentations
- Attend client presentations and actively participate in discussions
- Action all leads from marketing campaigns or referrals
- Manage risk management responsibilities associated with assigned portfolio
Benefits
- general: Comprehensive, competitive, and inclusive set of health, financial and other benefits
Answer 10 quick questions to check your fit for Associate Treasury Management Consultant II @ Capital One.
Related Books and Jobs