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Capital One Client Services Senior Associate - Treasury Management Servicing in Melville, New York

1307 Walt Whitman (22600), United States of America, Melville, New York

Client Services Senior Associate - Treasury Management Servicing

Commercial Operations (CML Ops) is one of the largest divisions in the Commercial Bank, this team’s scope is horizontal across the bank and as such it supports numerous critical processes and transactions. By incubating innovative solutions and embracing technology, this team creates an unforgettable and unparalleled experience for our associates and clients. One of the most impactful groups in the CML Ops team is the Treasury Management team.

As part of our Treasury Management servicing team, we work with commercial clients, both proactively and reactively, to engage on all servicing needs. Our associates are on the frontline, delivering on our commitment to provide an exceptional client experience. We are growing and looking for great customer focused advocates to join the team. We are currently searching for a Senior Associate, Client Service.

Job Description:

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. This individual’s responsibilities will include:

  • Complete a high-volume of inbound and outbound phone calls daily

  • 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 Treasury Management 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

Desired Attributes and Skills: we seek associates who are:

  • 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

Basic Qualifications:

  • High school diploma, GED, or equivalent certification

  • At least 1 year of experience in Microsoft Office (Outlook, Excel, and Word) or the Google Suite

Preferred Qualifications:

  • Bachelor’s Degree or Military Experience

  • At least 2 years of customer service, business process, or project management experience

  • At least 2 years of experience with Treasury Management

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

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