Associate Treasury Management Consultant II

Capital One•McLean, VA

1d•Remote

About The Position

The Associate Treasury Management Consultant (ATMC) II works within the assigned coverage model to support aligned Treasury Management Consultants (TMCs) and 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 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 and works closely with commercial clients to understand their business and demonstrate skills to assist customers in resolving business issues. There is an expectation the ATMC II will know the subject matter experts to bring in to solve problems.

Requirements

High School Diploma, GED or equivalent certification
At least 4 years of financial services, management consulting, or technology consulting experience

Nice To Haves

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

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