Client Services Treasury Management Principal Associate

Capital One • Plano, TX

3d • Remote

About The Position

Client Services Treasury Management Principal 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 50 miles driving distance from one of our Capital One hubs in Charlotte, NC, Plano, TX, or Richmond, VA. Are you a seasoned client advocate with a passion for leading people and a drive to transform the commercial banking experience? Capital One is seeking a Principal Associate for our Commercial Client Operations (CCO) team. This is a unique, high-visibility role designed for an individual who is ready to manage a "pod" today with the clear trajectory to promote into a Client Service Manager role within 12–18 months. You will lead a team in a dynamic, fast-paced environment, balancing risk management with the delivery of an industry-leading experience.

Requirements

• High School Diploma, GED, or equivalent certification
• At least 3 years of experience in Client Services, Customer Service, or Business Process Management
• At least 2 years of People Management experience
• 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.
• 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.

Nice To Haves

• Bachelor’s Degree or Military experience
• 4+ years of experience in Client Services or Treasury Management
• Lean, Six Sigma, or Project Management Professional (PMP) Certification

Responsibilities

• Team Leadership & Development Manage and empower a pod of Client Service associates, focusing on their professional development, coaching, and performance management.
• Recruit and retain top talent, fostering an environment of trust, collaboration, and belonging.
• Provide direction and coaching to bring out the best in each individual as well as the team.
• Operational Excellence & Strategy Own the client experience in all interactions, ensuring detailed follow-through and a "client-first" work ethic.
• Lead the management of day-to-day pod work while identifying trends, issues, and opportunities to improve internal controls and processes.
• Serve as the first line of defense for troubleshooting and as the primary POC for escalating risks to senior leadership.
• Develop broad strategies by identifying "big picture" linkages across value streams, technologies, and client experiences.
• Expertise & Advocacy Become a subject matter expert in Capital One Treasury Management products Advocate for client needs with internal stakeholders (Sales, Product, Operations) by providing thoughtful feedback on unmet needs.
• Drive to the root cause of complex problems to identify sustainable, repeatable solutions.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED