VP, Global Treasurer & Credit Risk Officer
Kraken$235,000 - $387,200/year
Full Time
Expert & Leadership (9+ years)
Senior Associate, Treasury Management Associate at Capital One
New Orleans, Louisiana, United States
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries
Requirements
- High school diploma, GED or equivalent certification
- At least 2 years of financial services, commercial bank operations or client service experience
- 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
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 provides inputs into sales/relationship review presentations
- Assist with client acquisition and deepening of existing relationships through 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
- 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
- Manage risk management responsibilities associated with assigned portfolio
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
Is this a remote position or does it require office work?
This information is not specified in the job description.
What salary or compensation can I expect for this role?
This information is not specified in the job description.
What key skills are required for the Treasury Management Associate role?
The role requires technical product knowledge in treasury management, ability to prepare customized client-centric sales materials, solve basic to intermediate treasury problems, and collaborate across teams while assessing risk.
What is the company culture like for this position?
The role emphasizes a spirit of teamwork and cooperation across value streams, sharing best practices, maintaining a client focus, and fostering a consultative approach.
What makes a strong candidate for this Treasury Management Associate position?
Strong candidates will have technical knowledge of treasury products, experience supporting sales cycles, client onboarding skills, and the ability to collaborate across teams with a client-centric focus; as an entry-level role, it starts with managerial guidance toward increased independence.
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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