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Capital One Associate Treasury Management Consultant II 
United States, Texas, Plano 
224574909

25.01.2025
Associate Treasury Management Consultant II


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

Chicago, IL: $93,400 - $106,600 for Associate Treasury Management Consultant II Houston, TX: $93,400 - $106,600 for Associate Treasury Management Consultant II Plano, TX: $93,400 - $106,600 for Associate Treasury Management Consultant IIThis 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.

. 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 . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.