Associate Treasury Management Consultant II

Capital One Capital One · Banking · McLean, VA +6

This role is for an Associate Treasury Management Consultant II at Capital One, focusing on supporting Treasury Management Consultants (TMCs) and nurturing assigned customers. The primary responsibilities include driving digital transformation, improving client experience, and providing insight and recommendations to clients to enhance their businesses through efficiency, cost savings, and simplicity. The role involves supporting sales-related disciplines, consulting clients, creating value-added solutions, analyzing customer needs, and contributing to working capital efficiency opportunities. It requires strong financial services or consulting experience, with preferred qualifications including a Bachelor's degree, treasury management product knowledge, and strong business acumen and communication skills. The role is customer-facing and involves collaboration with internal product teams and subject matter experts.

What you'd actually do

  1. Support assigned TMCs with sales related disciplines that help tie customers to the Bank
  2. 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
  3. Assist TMCs with customer analysis and distill analysis into impactful presentations focused on generating value for clients
  4. Attend client presentations to learn client facing behaviors from TMCs and add value by actively participating in discussions
  5. Action all leads uncovered as a result of marketing nurturing campaigns or other referral sources

Skills

Required

  • financial services experience
  • management consulting experience
  • technology consulting experience

Nice to have

  • Bachelor's degree
  • 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