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
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
Deliver results which routinely exceed requirements and expectations with minimal guidance on unstructured objectives

High School Diploma, GED or equivalent certification
At least 1 year of experience in customer service, client services, business process management or project management
At least 1 year of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)
Bachelor’s Degree or Military experience (preferred)
2+ years of experience in customer service, client services, business process management or project management (preferred)
2+ years of experience with Treasury Management (preferred)

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.

Client Services Associate – Treasury Management

Key skills