Associate Treasury Management Consultant II

Capital One
Jericho, NY

* 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* High School Diploma, GED or equivalent certification* 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, WordCapital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr

Posted 2026-01-15

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