Treasury Management Associate

Capital One
Melville, New York, United States
Mar 22, 2023
Apr 12, 2023
Full Time
1307 Walt Whitman (22600), United States of America, Melville, New York

Treasury Management Associate

Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must be within 100 miles driving distance from one of our Capital One hub locations in Melville, NY, McLean, VA, Plano, TX or Richmond, VA.

Aligned to one or more Commercial Banking business segments, the Treasury Management Associate (TMA) provides primary sales support to aid in meeting revenue targets. Working throughout the sales cycle with the Treasury Management Sales (TM Sales) team, the TMA provides key support by maintaining a client focus with an awareness and understanding of operational aspects of implementing products and services. This role supports sales operational activities, facilitates client onboarding of treasury services (and potentially deposit products), along with assisting TM Sales with ongoing client relationship management activities. The goal of the position is to acquire the knowledge and skills necessary to help clients quickly onboard their products/services and support them in ramping up to full utilization.

Treasury Management Associates regularly identify opportunities to improve the client experience and enhance Capital One's brand in the marketplace. The Associate works closely with TM Sales to understand the needs of clients and is responsible for creating customized client centric sales materials, reinforcing a consultative approach. They regularly solve basic to intermediate treasury management related problems and delegate more complex issues to the appropriate channel. Leveraging their network of peers and other channels, they collaborate across business lines to create buy-in and complete work while using sound judgment in assessing risk.

The Associate values and fosters a spirit of teamwork and cooperation across value streams, sharing best practices. As an entry level position in Treasury Management, this position requires managerial guidance with expectation of increased independence as associates become more skilled in the role.

  • 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 provides inputs into sales/relationship review presentations.
  • Assist with client acquisition and deepening of existing relationships though identification of client needs
  • Prepares, reviews, and executes treasury management documentation in accordance with Capital One's policies and procedures.
  • Partners to ensure appropriate credit approval is in place for selected products to ensure compliance. (market driven)
  • Coordinate with internal partners to ensure successful implementation, product ramp-up and accurate billing of products and services.
  • Assist clients in navigating the bank by liaising with Client Services, Implementations, and other partner teams.
  • Routes client service issues to appropriate partners for completion, and communicates ownership back to stakeholders.
  • Assists Treasury Management Sales in relationship planning, gathering information regarding prospects and existing clients, and updates pipeline as needed.
  • Takes ownership of metrics defined in the Treasury Management Dashboards and actively works to ensure items are updated accordingly.

Desired Attributes & Skills - We Seek Associates Who:
  • Deliver timely, error-free work
  • Demonstrate the ability to balance competing priorities with solid follow up
  • Possess strong oral and written communication
  • Exhibit established business acumen

Work at Home Technology Requirements:
  • A secure home office environment that is free from background noise and distractions
  • A reliable private internet connection that is not supplied by use cellular data (hot spot)
    • Cable or fiber connections are preferred
    • Internet service download speeds must be at least 5 mbps, with 10+ mbps preferred - check your download speed using a speed test. A sample one can be found here . To test your home internet from your personal computer at home, type into the web browser of your personal computer.
    • Sustained ability to maintain latency less than 250 ms in voice calls is required
  • Hard wired connectivity is preferred, any use of wireless connectivity must be Private (non-public) and password protected through WPA2-PSK (AES) encryption. If you have any questions about your encryption, please consult with your internet provider
    • A private network is password protected where you have ownership or line of sight to every device on the network
  • Capital One reserves the right to request proof of internet provider, speed and service package from the associate
  • Requirements are subject to change, as new systems and technology is delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice.

Candidates must live within 100 miles driving distance from one of our hub locations based in Melville, NY, McLean, VA, Plano, TX or Richmond, VA.

Basic Qualifications:
  • High school diploma, GED or equivalent certification
  • At least 2 years financial services, bank operations or client service experience

Preferred Qualifications:
  • Bachelor's degree or military experience
  • At least 1 year of experience with treasury management products

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

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.

No agencies please. Capital One is an Equal Opportunity Employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to

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Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).