Client Services Associate

Job Responsibilities

• Complete inbound and outbound phone calls daily
• Own the client experience in all interactions including detailed follow through
• Train and support Associates on partner teams on client facing processes that support the client experience
• Manage a portfolio of CML clients
• Execute job duties following policies, standards and/or procedures within target turnaround times and quality levels
• Bring awareness to management of any constraints or concerns
• Keep internal and external stakeholders informed of status, risks and issues to delivery
• Work with partners when complaints, problems and/or issues arise to drive root cause and identify sustainable, repeatable solutions
• 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
• 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 feedback
• Develop effective solutions for clients when issues arise
• Represent Support with internal partners and clients
• Develop solutions to problems based on subject matter expertise and research

• High School Diploma, GED or equivalent certification
• At least 1 year of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)
• At least 1 year of experience in customer service, client services, business process management or project management
• 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)