Principal Associate, Client Services

Principal Associate, Client Services –
Capital One

Join a dynamic Commercial Client Operations team that supports a broad range of critical processes and transactions across the bank. The Client Solutions team focuses on delivering an outstanding experience for commercial clients, and we are seeking a proactive, client‑first leader to manage a pod of Client Service associates.

• Lead a pod of Client Service associates, including development, performance management and daily operations.
• Manage day‑to‑day BAU work, identify work trends, and review reports and dashboards to ensure progress.
• Develop and drive CS strategy, improve internal controls, processes, and procedures.
• Act as process manager for various L3 processes and first line of defense for troubleshooting and escalation.
• Own the client experience in all interactions, ensuring detailed follow‑through.
• Execute job duties within target turnaround times and quality levels, raising constraints or concerns to management.
• Communicate status, risks and issues to internal and external stakeholders (client, sales, service, operations, product).
• Work with partners to root‑cause complaints and develop repeatable solutions.
• Make client interactions effortless and simple.
• Become an expert in Capital One credit, deposit, and treasury management products and services.
• Research client industry, business, and banking needs.
• Collaborate across teams to analyze and resolve client issues.
• Advocate for client needs with internal stakeholders, providing thoughtful feedback.
• Develop solutions when issues arise and recover to delight the client.
• Represent Client Solutions with internal partners and clients.
• Develop solutions based on subject‑matter expertise.
• Deliver results that exceed expectations with minimal guidance.
• Contribute to team goals and question assumptions to elevate performance.
• Travel to client sites as required.
• Lead projects as requested.
• Own individual development.

• Passionate about delivering great client experience and compliance.
• Forward‑leaning toward technology, automation, and emerging financial products.
• Adaptable to change and intellectually curious.
• Integrated thinker and creative problem solver.
• Exceptional communicator, negotiator, and influencer.
• Tenacious, goal‑oriented, and collaborative.
• Proactive about own development and growth mindset.

• Secure home office, free from background noise and distractions.
• Reliable private internet connection (cable or fiber).
• Private, password‑protected network overlay with ownership of all devices.
• External hotspot or satellite services prohibited.
• VPN download speeds ≥ 5 Mbps (10 + Mbps preferred).
• Validate speeds via a Chrome speed test using

• Live within ~50 miles of a Capital One hub (Charlotte NC, Plano TX, Richmond VA, McLean VA) and be able to come in person with at least 24 hours notice.

• High School Diploma, GED or equivalent.
• At least 3 years of experience in client services, customer service, business process management, project management, relationship management or risk management.
• At least 3 years of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs).

• Bachelor’s Degree or military experience.
• Four or more years in client services or customer service.
• Four or more years in Treasury Management, Project Management, Relationship Management or Risk Management.
• Lean, Agile, Six Sigma, Business Process Management or Project Management certification.

Capital One will not sponsor a new applicant for employment authorization for this position.

#Comm Ops

Minimum and maximum annual salaries vary by location. For example, in Charlotte, NC the range is $93,400 – $106,600 for a Principal Associate, Client Service; in McLean, VA it is $102,700 – $117,200.

Salary information is provided to guide candidates; the actual offer is determined during the hiring process.

In addition to base salary, this role is eligible to earn performance‑based incentive compensation, including cash bonus(es) and/or long‑term incentives (LTI). Capital One offers a comprehensive, competitive set of health, financial and other benefits that support total well‑being. Eligibility varies by status, role, and location.

Capital One is an equal opportunity employer (EOE, including disability/veteran) committed to non‑discrimination in compliance with applicable federal, state, and local laws. The company promotes a drug‑free workplace and considers applicants with a criminal history in a manner consistent with relevant laws.

If you require accommodations, please contact Capital One Recruiting at 1‑800‑304‑9102 or via email at Recruitin