Senior Associate, Treasury Management Associate

Overview

The role of Treasury Management Associate (TMA) is aligned to one or more Commercial Banking business segments. The TMA provides primary sales support to meet new business generation and revenue retention targets. They assist in sales activities, facilitate client onboarding of treasury management services, and support TM Sales in ongoing client relationship management.

Responsibilities

• Utilizes technical product knowledge to assist with sales call preparation by performing a variety of sales and marketing functions including preparing account schematics, pricing proformas, proposal documentation, and providing inputs into sales/relationship review presentations.
• Aid in client acquisition and deepen existing relationships by identifying client needs.
• Prepare, review, and execute treasury management documentation in accordance with Capital One’s policies and procedures.
• Coordinate with internal partners to ensure successful implementation, product ramp-up, and accurate billing of products and services.
• Liaise with Client Services, Implementations, and other partner teams to assist clients in navigating the bank.
• Routes client service issues to appropriate partners for completion and communicates ownership back to stakeholders.
• Assist Treasury Management Sales in relationship planning, gather information regarding prospects and existing clients, and update pipeline as needed.
• Take ownership of metrics defined in the Treasury Management Dashboards and actively work to ensure items are updated accordingly.
• Manage risk management responsibilities associated with assigned portfolio.

Desired Attributes & Skills

• Proactive client-first approach
• Delivers timely, error-free work
• Demonstrates the ability to balance competing priorities with solid follow-up
• Possesses strong oral and written communication skills
• Exhibits established business acumen

Basic Qualifications

• High school diploma, GED, or equivalent certification
• At least 2 years financial services, commercial bank, or client service experience

Preferred Qualifications

• Bachelor’s degree or military experience
• At least 1 year of experience with treasury management products