Capital One Senior Associate Treasury Management 

United States, Texas, Plano 

140989069

Senior Associate, Treasury Management Associate

The Associate values and fosters a spirit of teamwork and cooperation across value streams, sharing best practices. As an entry level position in Treasury Management, this position requires managerial guidance with expectation of increased independence as associates become more skilled in the role.

Responsibilities:

• Utilizes technical product knowledge to assist with sales call preparation by performing a variety of sales and marketing functions including preparing account schematics, pricing proformas, proposal documentation and provides inputs into sales/relationship review presentations

• Assist with client acquisition and deepening of existing relationships though identification of client needs

• Prepares, reviews, and executes treasury management documentation in accordance with Capital One’s policies and procedures.

• Partners to ensure appropriate credit approval is in place for selected products to ensure compliance. (market driven)

• Coordinate with internal partners to ensure successful implementation, product ramp-up and accurate billing of products and services

• Assist clients in navigating the bank by liaising with Client Services, Implementations, and other partner teams

• Routes client service issues to appropriate partners for completion, and communicates ownership back to stakeholders

• Assists Treasury Management Sales in relationship planning, gathering information regarding prospects and existing clients, and updates pipeline as needed

• Takes ownership of metrics defined in the Treasury Management Dashboards and actively works to ensure items are updated accordingly

• Manage risk management responsibilities associated with assigned portfolio

Desired Attributes & Skills - We Seek Associates Who:

• Deliver timely, error-free work

• Demonstrate the ability to balance competing priorities with solid follow up

• Possess strong oral and written communication

• Exhibit established business acumen

Basic Qualifications:

• High school diploma, GED or equivalent certification

• At least 2 years of financial services, commercial bank operations or client service experience

Preferred Qualifications:

• Bachelor’s degree or military experience

• At least 1 year of experience with treasury management products

Richmond, VA: $78,400 - $89,500 for Sr. Treasury Management Associate Baton Rouge, LA: $78,400 - $89,500 for Sr. Treasury Management Associate Chicago, IL: $78,400 - $89,500 for Sr. Treasury Management Associate McLean, VA: $86,300 - $98,400 for Sr. Treasury Management Associate New Orleans, LA: $78,400 - $89,500 for Sr. Treasury Management Associate Plano, TX: $78,400 - $89,500 for Sr. Treasury Management AssociateThis 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.