Senior Associate focusing on delivering client experience in Capital One's Commercial Ops division. Collaborating with various stakeholders to resolve client issues and meet needs effectively.
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
Requirements
High School Diploma, GED or equivalent certification
At least 2 years of experience in client services or customer service
At least 1 year of experience in Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)
Bachelor’s Degree or Military experience (preferred)
4+ years of customer service, business process or project management experience (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.
Client Services Coordinator ensuring customer service excellence in operations and reporting. Working within a diverse team at Alfred H Knight in Johor, Malaysia.
Program Lead responsible for delivering engagement programs and shaping culture across Client Services at Bank of America. Collaborating with leadership to drive connection, inclusion, and team effectiveness.
Tax Director overseeing tax compliance and mentorship at EisnerAmper. Working with diverse clients including high net worth individuals and organizations across multiple states.
Tax Partner at EisnerAmper providing compliance and consulting services to high net - worth individuals and family offices. Leading engagements and mentoring staff in a prominent accounting firm.
Tax Manager joining EisnerAmper to oversee client engagements and review tax returns for compliance. Collaborating with clients and developing junior staff in a hybrid work model.
Tax Manager at EisnerAmper responsible for supervising associates and reviewing tax compliance. Join a fast - growing accounting firm with a culture of professional development and client relationships.
Client Service Officer within Deutsche Börse Group supporting international clients with Clearstream processes like Settlement, Corporate Actions, and Cash Management.
Business Insurance Client Service Representative supporting account managers with client service functions and renewal processes. Collaborating on policy details and providing risk management recommendations.
Customer Service Consultant role within Vivo's Engineering and Customer Service team analyzing operational indicators. Responsible for improving telecom service delivery and processes.
Customer Service Analyst providing first - level support and maintaining client satisfaction in a dynamic company. Engaging with teams to resolve client inquiries and issues promptly.