Manager, Treasury Management Onboarding

Overview

West Creek 7 (12077), United States of America, Richmond, Virginia

Manager, Treasury Management Onboarding

We are seeking a talented business leader to lead a team of Treasury Management Associates (TMAs). In this role, the ideal candidate would have direct accountability for providing sales support to aid new client acquisition, acting as a liaison between the sales process and onboarding process 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:

• Team Leadership: This role will have direct accountability for 7+ 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 Management: While this role will not own client relationships on a long term basis, they will find themselves frequently interacting with clients in the form of escalations from their team members or sales partners. A client centric, client success oriented approach will be critical for success.

• 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 and 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/Risk: Demonstrated experience identifying and implementing continuous improvement opportunities. 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 and owns process issues and risk remediation.

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

• Created a culture of collaborative continuous improvement, in partnership with our TM Sales teams, to continually improve the customer experience, associate experience, and business performance 

• Treasury Management Product Knowledge: This role will have direct responsibility to Treasury Management products and services. The leader is charged with understanding the Treasury Management sales process to help the team manage client pre-onboarding responsibilities and client escalations. 

• Assist TM Onboarding Director with development and execution of strategy, owning and leading the execution of strategic initiatives  

Basic Qualifications:

• High School Diploma, GED or equivalent certification

• At least 2 years of experience in Treasury Management

• At least 5 years experience working in Banking Operations 

• At least 3 years experience managing teams across geographies

Preferred Qualifications:

• Bachelor's Degree or Military experience

• Certified Treasury Professional (CTP) Designation

• 2+ years of customer service experience

• Lean 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.

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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.

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