Senior Associate, Client Service Onboarding

Capital One • Plano, TX

6d • $80,800 - $92,200 • Remote

About The Position

At Capital One, we’re building a leading information-based technology company. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results. We elevate each other and obsess about doing the right thing. Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams. Treasury Management Operations works with commercial clients, both proactively and reactively, for all their product onboarding needs. Our associates are on the frontline, delivering on our commitment to provide a beautiful client experience. At the Senior Associate level, you will be a team member in a dynamic, fast-paced environment. You will need to have exceptional communication skills (verbal, written, presentation, and interpersonal), a positive mindset and, above all, a “client first” work ethic. You will be required to balance risk to Capital One while delivering an industry leading experience to clients. You will possess an in-depth technical knowledge of Treasury Management products. You will utilize your expertise to manage the end-to-end implementation process for Treasury Management products and provide product implementation support and training to clients.

Requirements

• High School Diploma, GED or equivalent certification
• At least 2 year of experience in customer service, business process management or project management
• At least 2 year of experience in Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)

Nice To Haves

• Bachelor’s Degree or Military experience
• 3+ years of customer service, business process or project management experience
• 3+ years of experience with Treasury Management
• Passionate about both delivering a great client experience and complying with laws and regulations
• Forward leaning into technology, automation, and emerging financial products
• Fluid in adapting to and embracing change for themselves and with others
• Intellectually curious, inquisitive, and open minded
• Integrated thinkers and creative problem solvers
• Exceptional and confident communicators, negotiators, and influencers
• Tenacious in pursuing and achieving their goals and objectives
• Motivated to achieve results through teamwork and collaboration
• Proactive about their own development and learning with an optimistic, growth mindset

Responsibilities

• Acts as the "project manager" and the primary point of contact for new client / new product setups by defining and managing all implementation activities
• Creates and manages to implementation project plans, coordinating internal and client stakeholders to ensure timely execution
• Coordinates with clients, and sometimes vendors of clients, to execute all required testing activities to ensure that the client has a smooth experience with their products from inception
• Liaises, collaborate and coordinates with business partners across the Commercial Bank, and sometimes with external vendors, to facilitate the timely setup of the clients' products and services
• Leads and facilitates all necessary training activities to ensure the client has a seamless transition as they begin to use their new products and services
• Learn and become an expert in Capital One credit, deposit, and treasury management products and services to proactively and reactively resolve client’s needs
• Execute job duties following policies, standard and/or procedures within target turnaround times and quality levels; bring awareness to management any constraints or concerns
• When complaints, problems and/or issues arise work with partners driving to root cause and identifying sustainable, repeatable solutions to ensure repeat occurrences are avoided for all clients
• Research and learn about your client’s industry, business, and individual banking needs
• Advocate for client’s needs with internal stakeholders by providing thoughtful feedback on where clients are achieving their goals as well as where their needs are not being met
• Develop effective solutions for clients when something doesn’t go as planned and eloquently recover to delight the client
• Represents Treasury Management Operations with internal partners and clients based on proven track record of sound judgment
• Develop solutions to treasury management problems based on subject matter expertise and research of areas within and beyond own area of responsibility
• Work on projects as requested
• Own your individual development

Benefits

• comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being
• performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)

What This Job Offers

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