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Capital One Middle Market Banking Specialty Relationship Manager II 
United States, Illinois, Chicago 
52378140

25.03.2025
Middle Market Banking Specialty Relationship Manager II


Responsibilities

  • Assist senior Relationship Managers (RMs) in the preparation of customer presentations and term sheets, as well as manage the pipeline activity for sales reps and managers

  • Create client pitchbooks and craft various financing views (structure and pricing) from scratch with limited senior banker involvement

  • Complete pre-screen deal memos including analysis of industry and company financial condition, application of pricing models and evaluations of the viability and profitability of the opportunity

  • Ownership of prescreens for credit approval and direct involvement throughout credit approval process including working directly with the client to answer questions from credit and receive all necessary documentation for closing

  • Partner with internal stakeholders including Underwriting, Risk, Commercial Client Service and Support and Treasury Management to provide an exemplary customer experience

  • Data Driven Prospecting:

    • Utilizing key company and capital structure metrics from multiple sources to create fully comprehensive and up to date prospect universe

    • Identifying most actionable prospects and applicable calling strategies

    • Mine Salesforce.com and outside databases to keep data current, and to identify and prioritize corporate prospects and their key decision-makers

  • Participate in business development networking activities

Basic Qualifications:

  • Bachelor’s degree or military experience

  • At least 3 years of experience in commercial banking

Preferred Qualifications:

  • A Master’s in Business Administration or a Master’s in Finance

  • Completion of a formal credit training program

  • FINRA Licenses SIE, 79, 63

  • At least 2 years of experience in corporate banking

Chicago, IL: $144,000 - $164,400 for MMB Specialty Relationship Mgr II McLean, VA: $158,400 - $180,800 for MMB Specialty Relationship Mgr II New York, NY: $172,800 - $197,200 for MMB Specialty Relationship Mgr II Richmond, VA: $144,000 - $164,400 for MMB Specialty Relationship Mgr 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.