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R184418 Posted 04/02/2024

Manager, Treasury Management Onboarding

Plano, Texas | Richmond, Virginia
  • Category Customer Care
  • Experience Manager
  • Primary Address Plano, Texas


Plano 1 (31061), United States of America, Plano, Texas

Manager, Treasury Management Onboarding

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. 

We are seeking a talented and transformational business leader to lead a team of Treasury Management (TM) Onboarding associates. In this role, the ideal candidate would have direct accountability for the setup of 45+ Treasury Management products and services for clients across the Commercial Banking segment. This critical function engages at the beginning of a client's Treasury Management relationship with Capital One, but also engages throughout the lifecycle as clients add and/or modify products and services.

General Responsibilities

Leverage knowledge of treasury management products, process, project, risk and technology to help direct reports think and act differently when solving problems.

  • Team Leadership: This role will have direct accountability for 5+ Associates across geographies / time zones. The leader is charged with coaching and developing associates, creating a culture that is a safe space to learn and challenge norms, while simultaneously setting a constantly rising bar for top performance

  • Client Experience: Although this role is not client-facing on a day to day basis, methodically balancing people / process / risk decisions with impact to client experience will be a critical success factor. The ideal candidate consistently utilizes customer-back design thinking in decision making and regularly evaluates/strengthens how we measure the customer experience

  • Data/Insights: Demonstrated experience/expertise with leveraging data and routines to drive results, and proactively identify risks and process breakdowns

  • Continuous Process Improvement: Demonstrated experience identifying and implementing continuous improvement opportunities. Works backwards from a 6-12 month destination when serving as customers for strategic and improvement projects.

  • Risk Management: Drives a culture where Associates have hands-on involvement in challenging existing processes to ensure they are up-to-date with current state risks. Escalates/owns process issues and risk remediation.

  • Stakeholder Management: Cultivates/maintains strong relationships/partnerships with key business partners in Sales, Operations, and Servicing functions

  • Coordinate with Product Management, Client Service, and Sales Leadership/Support to improve agreements and implementation forms to streamline the Onboarding process and improve client satisfaction

  • Assist TM Onboarding Director with development and execution of strategy and setting group objectives

Desired Attributes and Skills:

To be successful in the role, associates should exhibit the following:

  • Exceptional people leaders who embrace diversity and inclusion and who can lead transformational change

  • 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 with impeccable judgment

  • 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

  • Experience onboarding & troubleshooting Treasury banking products

Basic Qualifications:

  • High School Diploma, GED or equivalent certification

  • At least 5 years of experience working in Operations

  • At least 3 years of experience managing teams 

  • At least 2 years of experience in Treasury Management

Preferred Qualifications:

  • Bachelor's Degree or Military experience

  • 5+ years of experience managing teams

  • Certified Treasury Professional designation

  • 5+ years of detailed knowledge of Treasury Management products and an understanding of the sales process

  • 4+ years of customer service experience

  • Six Sigma training 

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

How our hybrid model works:

This role is hybrid meaning associates typically spend about half their time (2-3 days per week) in-person at one of our offices listed on this job posting. Monday and Fridays are enterprise- wide virtual work days. Tuesday, Wednesday and Thursday are in-person days for associates to spend time together working in our beautifully-designed team areas.


Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at theCapital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.

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 (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable 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 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

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).

Hiring Process
Career Journey

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  • Step 1 Apply

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  • Step 2 Screen and Schedule

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  • 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

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Career Journey

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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A possible career journey at Capital One:

  1. Coordinator
  2. Senior Coordinator
  3. Principal Coordinator
  4. Associate
  5. Senior Associate
  6. Principal Associate
  7. Manager
  8. Senior Manager
  9. Director
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