About The Position

Sr. Associate, Project Manager - Treasury Management Product Technical Integration Specialist The Commercial Bank’s (CML) Treasury Management Product Team is transforming how businesses operate, building top-tier client and associate experiences using secure, best in class technology. The Treasury Management Product Team is responsible for supporting all client-facing products as well as associate-facing tools, operations and sales support. Technology is a critical component of Commercial Banking’s Strategic direction as we continue to deploy innovative financial technologies that drive clients to reimagine their Treasury Management models, architectures and governance. With your impressive knowledge of the evolving digital landscape, innovative technologies, and experience in financial formats and standards, you will contribute immediately with high performance teams to address Treasury Management client solutions with precision and speed. To drive revenue from prospective and existing client relationships, this individual will exhibit a high degree of solutions consulting and technical aptitude as they support the onboarding of customer services with the more technical Treasury products. The person in this role will be expected to perform these functions throughout the clients’ onboarding process. The individual in this role will need to develop a solid understanding of Treasury Management processes and Capital One’s Commercial Integrated Payables solutions. The Technical Products Integration Specialist will interact directly with Commercial clients as well as with Treasury Sales, Commercial Operations, Client Services, Client Onboarding and Product Management groups. As such, a candidate would have clear and effective communication across multiple levels of an organization along with strong analytical and technical experience. Moreover, a strong candidate will have organizational, project management and time management skills, including the ability to multi-task, solve problems, make presentations and provide excellent follow-up.

Requirements

  • Bachelor’s Degree or Military experience
  • At least 2 years of Financial Services experience or previous Card, Treasury Management, Account Management, Technical Integration, or Consulting experience
  • At least 2 y ears of experience working with one or more ERP or AP systems including, but not limited to, QuickBooks, Microsoft Dynamics, Sage, Oracle, SAP, NetSuite, Infor, Deltech, Procore, Viewpoint, Yardi, MRI and JD Edwards
  • Have the ability to quickly learn complex products through hands-on experience, review of functional and technical documentation, and analysis of data.
  • Exhibit outstanding influencing skills to effectively drive project efforts
  • Have the ability to quickly apply structure to manage work in a dynamic, complex environment
  • Strategic thinker with the ability to dig in, analyze data and document solution alternatives
  • Have strong problem solving skills
  • Have strong interpersonal skills and the ability to navigate a large organization
  • Ability to communicate effectively with clarity and precision in both written and verbal capacities
  • Bias towards delivering impactful results
  • Have excellent communication and partnership skills, to interact and communicate with key stakeholders at all levels across the company and Commercial clients to manage, inform and influence outcomes
  • Demonstrate the ability to dig in and analyze data and document requirements
  • Financial Product Knowledge Financial industry product and technical knowledge will include Integrated Payables to include ACH, Wire Transfer, Check, and Card XML, EDI, BAI2, CSV format standards Client delivery methods to include APIs, transmissions, SFTP protocols Treasury Management product knowledge that includes online bill pay, remote deposit capture, check processing, ACH, wire transfers, Positive Pay General knowledge of ERP, Treasury Work Stations, Payment Gateways, and client accounting procedures, etc.

Nice To Haves

  • At least 2 years of Project Management or Product Management experience
  • At least 2 years of experience with Commercial Banking products
  • Experience with ERPs and Treasury Management Systems
  • Experience with SFTP (Secure File Transfer Protocol)
  • Performing data analytics using Microsoft Excel or similar tools
  • Experience working with sales teams, clients, enterprise integrations, working with multiple stakeholders and vendors
  • The ideal candidate will:

Responsibilities

  • Become a subject matter expert on Integrated Payables and other File connectivity products and experiences
  • Work with our top-tier clients helping them to integrate their ERP/TMS systems with our products
  • Analyze client sample files or specifications and oversee the development of data translation formats
  • Provide guidance to clients as required during their development efforts, being able to comfortably liaise with the client in both business and technical language as appropriate.
  • Support the testing and production implementation of clients’ services for multiple Treasury capabilities
  • Collaborate with Product Managers and Operations teams to improve products and processes
  • Develop and maintain file documentation, file samples, and develop standards of file mapping and formats

Benefits

  • Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service