Client Services Senior Associate - Treasury Management Servicing
Experience Sr. Associate
Primary Address Melville, New York
Overview1307 Walt Whitman (22600), United States of America, Melville, New YorkClient Services Senior Associate - Treasury Management Servicing
Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must be within 100 miles driving distance from our Capital One hub in Melville, New York.
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.
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
Has experience with technical support and is able to easily explain technical solutions to clients
Has Experience troubleshooting & Servicing Treasury banking products
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
Work at Home Technology Requirements:
A secure home office environment that is free from background noise and distractions
A reliable private internet connection that is not supplied by use cellular data (hot spot)
Cable or fiber connections are preferred
Internet service download speeds must be at least 5 mbps, with 10+ mbps preferred - check your download speed using a speed test. A sample one can be found here. To test your home internet from your personal computer at home, type www.speedtest.net into the web browser of your personal computer.
Sustained ability to maintain latency less than 250 ms in voice calls is required
Hard wired connectivity is preferred, any use of wireless connectivity must be Private (non-public) and password protected through WPA2-PSK (AES) encryption. If you have any questions about your encryption, please consult with your internet provider
A private network is password protected where you have ownership or line of sight to every device on the network
Capital One reserves the right to request proof of internet provider, speed and service package from the associate
Requirements are subject to change, as new systems and technology is delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice.
Candidates must live within 100 miles driving distance of our hub location based in Melville, NY.
High school diploma, GED, or equivalent certification
At least 3 years of customer service, business process, or project management experience
At least 1 year of experience in Microsoft Office (Outlook, Excel, and Word) or the Google Suite
Bachelor’s Degree or Military Experience
At least 4 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.No agencies please. Capital One is an Equal Opportunity Employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
How We Hire
We take finding great coworkers pretty seriously.
Step 1 Apply
It only takes a few minutes to complete our application and assessment.
Step 2 Screen and Schedule
If your application is a good match you’ll hear from one of our recruiters to set up a screening interview.
Step 3 Interview(s)
Now’s your chance to learn about the job, show us who you are, share why you would be a great addition to the team and determine if Capital One is the place for you.
Step 4 Decision
The team will discuss — if it’s a good fit for us and you, we’ll make it official!
How to Pick the Perfect Career Opportunity
Overwhelmed by a tough career choice? Read these tips from Devon Rollins, Senior Director of Cyber Intelligence, to help you accept the right offer with confidence.
Your wellbeing is our priority
Our benefits and total compensation package is designed for the whole person. Caring for both you and your family.
Healthy Body, Healthy Mind
You have options and we have the tools to help you decide which health plans best fit your needs.
Save Money, Make Money
Secure your present, plan for your future and reduce expenses along the way.
Time, Family and Advice
Options for your time, opportunities for your family, and advice along the way. It’s time to BeWell.
Here’s how the team fits together. We’re big on growth and knowing who and how coworkers can best support you.
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