Associate Relationship Manager, Gaming & Leisure, Corporate Banking at Capital One

Plano, Texas, United States

Capital One Logo
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Gaming, Leisure, Corporate Banking, Financial ServicesIndustries

Requirements

  • Bachelor’s degree or military experience
  • At least 3 years of experience in corporate banking
  • Preferred: Completion of a formal commercial credit training program
  • Preferred: At least 5 years of experience in Corporate Sales and/or Risk Management
  • Preferred: Highly proficient in MS Office (Excel & PowerPoint), Salesforce.com

Responsibilities

  • Assist senior Relationship Managers (RMs) in the preparation of customer presentations and term sheets, as well as manage the pipeline activity for sales reps and managers
  • Create client pitchbooks and craft various financing views (structure and pricing) from scratch with limited senior banker involvement
  • Complete pre-screen deal memos including analysis of industry and company financial condition, application of pricing models and evaluations of the viability and profitability of the opportunity
  • Ownership of prescreens for credit approval and direct involvement throughout credit approval process including working directly with the client to answer questions from credit and receive all necessary documentation for closing
  • Partner with internal stakeholders including Capital Markets, Underwriting, Credit Risk, Commercial Client Service and Support and Treasury Management to provide seamless execution and an exemplary customer experience
  • Coordinate with internal stakeholders to collect all necessary compliance-related materials and non-credit diligence information
  • Data Driven Prospecting: Utilizing key company and capital structure metrics from multiple sources to create fully comprehensive and up to date prospect universe
  • Identifying most actionable prospects and applicable calling strategies
  • Mine Salesforce.com and outside databases to keep data current, and to identify and prioritize prospects and their key decision-makers
  • Participate in business development networking activities

Skills

Financial Analysis
Credit Approval
Pitchbooks
Deal Memos
Pricing Models
Prospecting
Pipeline Management
Data Analysis
Industry Research
Customer Relationship Management
Capital Markets
Underwriting
Treasury Management
Compliance

Capital One

Offers diverse financial products and services

About Capital One

Capital One provides a variety of financial services aimed at making banking accessible and easy for everyone. The company offers products such as credit cards, savings accounts, car loans, and business checking accounts, catering to both individual consumers and small businesses primarily in the United States. Capital One's approach includes user-friendly banking solutions with no fees or minimums for checking accounts, allowing customers to manage their finances more effectively. They generate revenue through interest on loans, credit card fees, and investment banking services. What sets Capital One apart from its competitors is its strong commitment to financial inclusion and literacy, demonstrated through community partnerships and educational initiatives, such as collaborations with Khan Academy. The company's goal is to create a more inclusive financial system and empower customers with the knowledge and tools they need to make informed financial decisions.

McLean, VirginiaHeadquarters
2014Year Founded
$15.9MTotal Funding
IPOCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees

Benefits

Medical, Dental, & Vision coverage
Onsite Health Centers
Prescription saving with network of local pharmacies
Stock Purchase Plan
Education Assistance
401(k)
Flexible Spending Accounts
Life and Disability insurance
Generous paid time off + corporate & floating holidays
Registered dieticians on site, cooking classes and free virtual fitness classes
Employee Assistance Program

Risks

Increased competition in subscription management tools may dilute Capital One's advantage.
Over-reliance on partnerships could expose Capital One to technological risks.
Departure of key personnel like Joe Rodriguez may affect risk management continuity.

Differentiation

Capital One offers user-friendly banking with no fees or minimums for checking accounts.
The company partners with Khan Academy to provide financial literacy education.
Capital One is the first major U.S. bank to offer subscription management tools.

Upsides

Capital One's mobile app is a model for secure, user-friendly digital banking.
Data sharing with Worldpay enhances payment security and fraud prevention.
Partnerships with fintechs like Minna Technologies improve customer experience.

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