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Technology is a critical component of Commercial Banking’s Strategic direction as we continue to deploy innovative financial technologies that drive clients to reimagine their Treasury Management models, architectures and governance. With your impressive knowledge of the evolving digital landscape, innovative technologies and trends in technology strategy/implementation,
Responsibilities will include:
Leadership and Management
Consult with Relationship Managers, Sales Officers, Onboarding team and Product Managers to drive increased revenue from Commercial Treasury Management clients
Understand clients’ needs and technologies, develop and implement product knowledge materials, leadership governance and risk management models to address today's business banking needs and support future growth
Client Engagement
Prepare and support responses to Request for Proposals (RFPs) to close sales opportunities with $50MM to $1B in revenue companies with the Treasury Management Sales team
Provide consulting support to our TM client’s accounting processes and ERPs or other business system software solutions from a functional and organizational change management standpoint
Process Design
Work in multi-disciplinary teams to shape, propose, communicate and implement product development processes and solutions - intensive, high impact engagements, harnessing latest agile ways of working and leveraging design-based thinking
Implement continuous improvement, leveraging frameworks and data insights to revise sales and marketing activities and workflow
Vendor relationship management with key suppliers with a focus on new product design and development
Thought leadership
Provide presentations on Treasury Management solutions across the Value Chain
Keep abreast of competition, technology changes, trends, etc. in the marketplace and educate partners and customers as appropriate
Financial Product Knowledge
Financial industry product and technical knowledge will include
Integrated Payables to include ACH, Wire Transfer, Check, and Card
XML, EDI, BAI2, CSV format standards
Client delivery methods to include APIs, transmissions, SFTP protocols
Treasury Management product knowledge that includes online bill pay, remote deposit capture, check processing, ACH, wire transfers, Positive Pay
General knowledge of ERP, Treasury Work Stations, Payment Gateways, and client accounting procedures
The ideal candidate will:
Have excellent communication and partnership skills, to interact and communicate with key stakeholders at all levels across the company to manage, inform and influence outcomes
Have the ability to quickly learn complex products through hands-on experience, review of functional and technical documentation, and analysis of data
Exhibit outstanding influencing skills to effectively drive project efforts
Have the ability to quickly apply structure to manage work in a dynamic, complex environment
Strategic thinker with the ability to dig in, analyze data and document solution alternatives
Have strong problem solving skills
Have excellent presentation skills
Have strong interpersonal skills and the ability to navigate a large organization
Proven ability to quickly earn the trust of others and develop relationships across the organization
Ability to communicate effectively with clarity and precision in both written and verbal capacities
Bias towards delivering impactful results
Basic Qualifications:
Bachelor’s Degree or Military experience
At least 2 years of Treasury Management, Account Management, Technical Integration, or Consulting experience
At least 2 years of experience working with one or more ERP or AP systems including, but not limited to, QuickBooks, Microsoft Dynamics, Sage, Oracle, SAP, NetSuite, Infor, Deltech, Procore, Viewpoint, Yardi, MRI and JD Edwards
At least 2 years experience performing data analytics using Microsoft Excel or Google Sheets
At least 3 years of experience supporting sales teams or clients
Preferred Qualifications:
MBA or Master’s Degree
At least 2 years of Project Management or Product Management experience
At least 2 years of experience with Commercial Banking products
5+ years of working with one or more ERP or AP systems including, but not limited to, QuickBooks, Microsoft Dynamics, Sage, Oracle, SAP, NetSuite, Infor, Deltech, Procore, Viewpoint, Yardi, MRI, JD Edwards, PeopleSoft, Lawson, Visual, Vantage, EPICOR, JobBoss, Macola, ECiM1, SysPro, Workday and Acumatica
. 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.
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