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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
. 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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