Principal Associate, Client Services

Employer
Capital One
Location
Melville, New York
Posted
May 15, 2022
Closes
Jun 13, 2022
Ref
R143900
Function
Finance
Hours
Full Time
1307 Walt Whitman (22600), United States of America, Melville, New York

Principal Associate, Client Services

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 one of our Capital One hub locations in Melville, NY, Plano, TX or McLean, VA.

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 Client Solutions team. The Client Solutions team works with the Commercial Bank's clients, both proactively and reactively for all of their servicing needs. All of our associates are on the frontline, delivering on our commitment to provide a beautiful client experience. We are growing and looking for great customer focused advocates to join the team. We are currently searching for a Principal Associate, Client Solutions.

Job Description & Responsibilities:

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. This individual's responsibilities will include:
  • 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 for 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
  • Represent 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 question decisions and assumptions to elevate team performance
  • Travel to client sites when required
  • Work on projects as requested
  • Own your individual development
  • Demonstrate passion about both delivering a great client experience and complying with laws and regulations
  • Lean forward into technology, automation, and emerging financial products
  • Adapt to and embrace change for yourself and others
  • Display intellectual curiosity - prove to be inquisitive, and open minded
  • Solve problems with integrated thinking
  • Communicated exceptionally and with confidence (negotiate, and influence)
  • Show tenacity in pursuing and achieving goals and objectives
  • Achieve results through teamwork and collaboration
  • Proactively own your 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 one of the hub locations based in Melville, NY, Plano, TX or McLean, VA.

Basic Qualifications:
  • High School Diploma, GED, or equivalent certification
  • At least 1 year of experience with Microsoft Office or the Google Suite
  • At least 2 years of customer service, business process, or project management experience


Preferred Qualifications:
  • Bachelor's degree or military experience
  • 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).

Similar jobs