Client Service Onboarding Principal Associate

NYC 299 Park Avenue (22957), United States of America, New York, New York

At Capital One, we're building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding.

Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results. We elevate each other and obsess about doing the right thing. Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams. Together, we are on a quest to change banking for good.

Client Service Onboarding Principal Associate

Client Solutions works with commercial clients, both proactively and reactively, for all their servicing needs. Our associates are on the frontline, delivering on our commitment to provide a beautiful client experience.

At the Principal 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. You will possess an in-depth technical knowledge of Treasury Management products. You will utilize your expertise to manage the end-to-end implementation process for Treasury Management accounts and provide product implementation support and training to clients.

General Responsibilities:

  • Own the client experience by working closely with the client, Treasury Management Sales Officers, Client Service Teams, and business partners to drive revenue generation
  • Will work jointly with Treasury Management Sales on deals prior to sale commitment
  • Effectively manage each implementation as a custom client specific project from end to end while meeting defined SLAs
  • Own the client experience in all interactions including detailed follow through
  • Execute job duties following policies, standard 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, risk 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
  • Represent, recommend, and speak on behalf of Client Solutions with internal partners and clients based on proven track record of excellent judgment
  • Develop broad and comprehensive solutions based on the ability to identify "big picture" linkages across the value streams, technologies, and experiences
  • Independently deliver results which routinely exceed requirements and expectations
  • Maximize team results by acting as a role model in how to effectively operate within a team
  • 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


Basic Qualifications:
  • High school diploma, GED, or Military Experience
  • Proficient in Microsoft Office (Outlook, Excel, and Word) or the Google Suite
  • At least 2 years of customer service, business process, or project management experience
  • At least 1 year of experience with Treasury Management


Preferred Qualifications:
  • Bachelor's Degree or Military Experience
  • At least 5 years of customer service, business process management, 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.


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