Senior Associate, Treasury Management Client Service - Houston, TX

Job Description

5444 Westheimer (31761), United States of America, Houston, Texas

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.

Senior Associate, Treasury Management Client Service - Houston, TX

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 Treasury Management team.

As part of our Treasury Management servicing team, we work with commercial clients, both proactively and reactively, to engage on all servicing needs. Our associates are on the frontline, delivering on our commitment to provide an exceptional client experience. We are growing and looking for great customer focused advocates to join the team. We are currently searching for a Senior Associate, Client Service.

Job Description & Ideal Candidate:

At the Senior 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:

• Complete a high-volume of inbound and outbound phone calls daily
• 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 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
• Represents Treasury Management 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 questions decisions and assumptions to elevate team performance
• 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 or equivalent certification
• At least 1 year of experience in Microsoft Office (Outlook, Excel, and Word) or the Google Suite

Preferred Qualifications:

• Bachelor’s Degree or Military Experience
• At least 2 years of customer service, business process, 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.

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 [email protected] . 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 [email protected]

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).