Sr. Treasury Management Trainer

Posted Yesterday
Be an Early Applicant
3 Locations
Hybrid
78K-90K Annually
Mid level
Fintech • Machine Learning • Payments • Software • Financial Services
Change everything. Starting with your career.
The Role
The Sr. Treasury Management Trainer focuses on training clients to effectively use treasury management products and services, providing ongoing support and consultation to enhance client efficiency and satisfaction. The role involves developing client relationships, supporting complex product training, collaborating with internal partners, and attending client presentations to apply insights.
Summary Generated by Built In

Sr. Treasury Management Trainer
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 50 miles driving distance from one of our Capital One hubs in Charlotte, NC, Plano, TX or Richmond, VA.
Client training is a crucial part of the client's learning process. As a Sr. Client Training. Associate, this role is focused on working with Client Onboarding team and the TM Value Chain partner to train clients on how to use their products and services. The trainer will stay in touch with clients until they fully understand how to successfully use their TM products and services.
Senior trainers will be required to train on more complex setups and support clients in our concierge service tier.
Responsibilities: • Consult with clients to find value-added solutions leveraging products and technology
benefit client businesses through efficiency, cost savings and simple• Assist Senior TMCs with customer analysis and distill analysis into impactful
presentations focused on generating value for clients• Support complex Treasury Management product training• Attend client presentations to learn client facing behaviors from Senior TMCs• Identify working capital efficiency opportunities for a business and deepen relations
accordingly; ensure business awareness of market and industry trends; identify
dissatisfiers and escalate appropriate• Develop a deep understanding of product and client level profitability to be able
maximize potential and find win-win situations for Capital One and client• Identify both internal and external prospects. Develop and maintain relationships with
prospects to profitably expand business• Work with Treasury Management product organization to communicate customer needs
and opportunities for new and existing products• Engage with internal marketing in the design of sales collateral and company-sponsored
Marketing
Work from 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 via cellular data or hotspot
    • A private network that is password protected where you have ownership or line of sight to every device on the network
    • Internet service must be provided by Cable or fiber Internet Service Provides (ISP)
    • Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions
    • ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred
    • To validate ISP speeds from a Chrome browser, go to www.google.com , type Speed Test and run from the Google landing page
  • Both Hardwire and WiFi internet connections are acceptable as long as speed and security requirements are met


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 are delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience.
Work from Home Living Requirements:

  • Candidates must live within approximately 50 miles of one of the hub locations based in 28203, 75024 or 23238 and be comfortable coming in person whenever required with no less than 24 hours notice.


Basic Qualifications:

  • High School Diploma, GED or equivalent certification
  • At least 3 years of experience in financial services, management or technology consulting
  • At least 3 years of experience in Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)


Preferred Qualifications:

  • Bachelor's Degree or military experience
  • 4+ years experience in treasury management
  • 4+ years of experience in financial services, management or technology consulting


At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
#CommOps
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Charlotte, NC: $78,400 - $89,500 for Client Support Spc II
Plano, TX: $78,400 - $89,500 for Client Support Spc II
Richmond, VA: $78,400 - $89,500 for Client Support Spc II
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
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.
This role is expected to accept applications for a minimum of 5 business days.
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 (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable 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 [email protected] . 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 [email protected]
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
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).

Top Skills

Google Suite
MS Office

What the Team is Saying

Ryan Page
Kristen Cornelsen
Natalia Bachmann
The Company
HQ: McLean, VA
55,000 Employees
Hybrid Workplace
Year Founded: 1994

What We Do

At Capital One, we think and work like a tech company, using our digital fluency to transform everything about the customer experience. We’re bending data to our will, and turning a stodgy industry on its head. That’s reflected in our ranking as the number one business technology innovator in the U.S. in the 2016 InformationWeek Elite 100.

Why Work With Us

Here’s another question: What are you looking for? A place where curiosity is the starting point? Where data leads to human insights? Where humanity drives product development? We’re bringing breakthrough products and services to consumers, small businesses, and commercial clients. And each new idea makes life better for millions of people.

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Capital One Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Not Specified
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HQMcLean, VA
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