Hybrid Client Services Associate – Treasury Management

Posted 6 days ago

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About the role

  • Senior Associate, Client Service handling inbound and outbound communications for Capital One's Treasury Management team. Proactively and reactively engaging with commercial clients to deliver exceptional service and support.

Responsibilities

  • 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
  • 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
  • Deliver results which routinely exceed requirements and expectations with minimal guidance on unstructured objectives

Requirements

  • High School Diploma, GED or equivalent certification
  • At least 1 year of experience in customer service, client services, business process management or project management
  • At least 1 year of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)
  • Bachelor’s Degree or Military experience (preferred)
  • 2+ years of experience in customer service, client services, business process management or project management (preferred)
  • 2+ years of experience with Treasury Management (preferred)

Benefits

  • Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.

Job title

Client Services Associate – Treasury Management

Job type

Experience level

JuniorMid level

Salary

$66,700 - $76,100 per year

Degree requirement

High School Diploma

Location requirements

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