Senior Associate, Client Services
About The Position
This role is within Capital One Commercial Ops, offering the convenience of working virtually from home. Candidates must be within 50 miles driving distance of a Capital One hub in Charlotte, NC, Plano, TX, or Richmond, VA. Commercial Client Operations (CCO) is a large division within the Commercial Bank, supporting critical processes and transactions across the bank. The Client Solutions team, a key group within CCO, works with Commercial Bank clients to address their servicing needs proactively and reactively, focusing on delivering an exceptional client experience. The company is seeking customer-focused advocates for the Senior Associate, Client Service position.
Requirements
- Exceptional communication skills (verbal, written, presentation, and interpersonal)
- A positive mindset
- A “client first” work ethic
- Ability to balance risk to Capital One while delivering an industry-leading experience to clients
- High School Diploma, GED or equivalent certification
- At least 2 years of experience in client services or customer service
- At least 2 years 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
Responsibilities
- Own the client experience in all interactions including detailed follow through
- Execute job duties following policies, standards and/or procedures within target turnaround times and quality levels; bring awareness to management any constraints or concerns
- Keep internal and external stakeholders (client, sales, service, operations, product) informed of status, risks and issues to delivery
- 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
- Make it easy for a client to interact with Capital One
- Learn and become an expert in Capital One credit, deposit, and treasury management products and services to proactively and reactively resolve client’s needs
- Research and learn about your client’s industry, business, and individual banking needs
- Collaborate within and across teams and organizations to analyze and resolve client issues
- 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 Client Solutions with internal partners and clients based on proven track record of sound judgment
- Develop solutions to problems based on subject matter expertise and research of areas within and beyond own area of responsibility
- Deliver results which routinely exceed requirements and expectations with minimal guidance on unstructured objectives
- Contribute to team goals and actively questions decisions and assumptions to elevate team performance
- Travel to client sites when required
- 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
