Associate Treasury Management Consultant II
Category Commercial Banking
Experience Principal Associate
Primary Address Richmond, Virginia
OverviewWest Creek 5 (12075), United States of America, Richmond, VirginiaAssociate Treasury Management Consultant II
Associate Treasury Management Consultants (ATMC) II’s work within assigned coverage model to support aligned TMC’s and also nurture assigned customers. The ATMC II, in conjunction with proactive marketing outreach, is expected to react to active sales opportunities and provide insight and recommendations to customers to drive digital transformation, improve the client experience and enhance Capital One’s brand in the marketplace.
The ATMC II is expected to support assigned TMC partners with relationship reviews and complex relationship and/or deal-based opportunities. The ATMC II is expected to work with the Commercial Bank value chain to respond to requests and execute portfolio/market action plans. The ATMC II is expected to have a consistent focus on personal and professional development.
Seen as a trusted partner, the ATMC II is a contributor to value chain and works closely with commercial clients to understand their business and demonstrate skills to assist customers resolve business issues. There is an expectation the ATMC II will know the subject matter experts to bring in to solve problems.
Support assigned TMC’s 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
At least 4 years of financial services, management consulting or technology consulting experience
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
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.No agencies please. Capital One is an Equal Opportunity Employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
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 RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
How We Hire
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Step 1 Apply
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Step 2 Screen and Schedule
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Step 3 Interview(s)
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Step 4 Decision
The team will discuss — if it’s a good fit for us and you, we’ll make it official!
How to Pick the Perfect Career Opportunity
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Our benefits and total compensation package is designed for the whole person. Caring for both you and your family.
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