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Capital One · 1 month ago

Associate Treasury Management Consultant II

Plano, TX

Full-time

Onsite

Mid Level

$103K/yr - $117K/yr

4+ years exp

Capital One is a financial services company seeking an Associate Treasury Management Consultant II to support Treasury Management Consultants and nurture assigned customers. The role involves proactive marketing outreach, responding to sales opportunities, and assisting clients in resolving business issues to drive digital transformation and enhance the client experience.

Financial Services

Comp. & Benefits

No H1B

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

Qualification

Treasury management product knowledgeFinancial services experienceFinancial acumenBusiness analysis skillsMS Office proficiencyIntegrated thinking skillsOral communication skillsWritten communication skills