Associate Treasury Management Consultant II

1307 Walt Whitman (22600), United States of America, Melville, New York

Associate Treasury Management Consultant II

Associate Treasury Management Consultants (ATMC) work with seasoned Treasury Management Consultants (TMC) to drive Treasury Management sales activities including development of new relationships, expansion of existing relationships and providing ongoing consultative support to our clients. The ATMCs & TMC work closely with commercial clients to understand their business, optimize cash flow and minimize financial and reputational risk. They focus on creating and delivering customized client centric solutions through a consultative approach. Leveraging their network and collaborating across business lines, the ATMC & TMC influence strategy to meet the needs of clients while using sound judgment in assessing risk. 

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 while having a consistent focus on personal and professional development. Seen as a trusted partner, the ATMC II is a contributor to the value chain. There is an expectation the ATMC II will know the subject matter experts to bring in to solve problems.   

 

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 Google Suite (i.e. Google Docs, Sheets, and Slides)

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

#CommTM #CommTMSales

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

New York City (Hybrid On-Site): $103,900 - $118,600 for Associate Treasury Management Consultant II

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.

This 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.

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