Principal Associate, Client Service Onboarding-Treasury Management

Capital One
Melville, New York
Sep 15, 2022
Oct 15, 2022
Full Time
1307 Walt Whitman (22600), United States of America, Melville, New York

Principal Associate, Client Service Onboarding-Treasury Management

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 hubs in Richmond, VA, McLean, VA, Plano, TX or Melville, NY.

As part of the Treasury Management Operations team, the Client Onboarding Manager works with commercial clients, both proactively and reactively, for all their Treasury Management product enrollment needs.

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 products and provide product implementation support and training to clients.

  • Acts as the "project manager" and the primary point of contact for new client / new product setups by defining and managing all implementation activities
  • Creates and manages to implementation project plans, coordinating internal and client stakeholders to ensure timely execution
  • Facilitates pre-implementation kickoff & post sale call with client (in-person, via teleconference, or via email as required) to review project requirements, develop plan of approach, roles and responsibilities, discuss documents / information required from the client, and determine agreed upon timeframes for completion; regular communication with client and Treasury Management Sales Officer to update status and address issues
  • Liaises and coordinates with business partners across the Commercial Bank, and sometimes with external vendors, to facilitate the timely setup of the clients' products and services
  • Displays strong problem solving skills to resolve issues that might impede completion of an implementation as planned; escalates appropriately when an issue is beyond their control
  • Coordinates with clients, and sometimes vendors of clients, to execute all required testing activities to ensure that the client has a smooth experience with their products from inception
  • Partners with client to ensure receipt and setup of necessary operating equipment required for use of certain products and services
  • Leads and facilitates all necessary training activities to ensure the client has a seamless transition as they begin to use their new products and services
  • Conducts appropriate due diligence on billing to ensure client satisfaction and that the business will achieve revenue goals
  • Always engages as a team player with upstream partners in Sales, and downstream partners in Fulfillment/Service to deliver the best experience possible for the client
  • Shares learnings from failures and success with teammates to proactively identify continuous improvement opportunities and standardize best practices
  • Travel to client sites when required during non-COVID times (less than 5% of time)

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 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 our Capital One hubs in Richmond, VA, McLean, VA, Plano, TX or Melville, NY.

Basic Qualifications:
  • At least 1 year of experience in Google Suite and Microsoft Office
  • At least 2 years of experience in customer service, business process management, or project management
  • At least 1 year of experience with CRM platforms

Preferred Qualifications:
  • Bachelor's Degreeor Military Experience
  • At least 5 years of experience in customer service, business process management, or project management
  • At least 1 year 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 . 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).

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