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Client Services Treasury Management Principal Associate

Remote / Online - Candidates ideally in
Charlotte, Mecklenburg County, North Carolina, 28201, USA
Listing for: Capital One
Remote/Work from Home position
Listed on 2026-06-02
Job specializations:
  • Language/Bilingual
    Technical Support
Job Description & How to Apply Below
Client Services Treasury Management Principal Associate

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 50 miles driving distance from one of our Capital One hubs in Charlotte, NC, Plano, TX, or Richmond, VA.

Are you a seasoned client advocate with a passion for leading people and a drive to transform the commercial banking experience? Capital One is seeking a Principal Associate for our Commercial Client Operations (CCO) team. This is a unique, high-visibility role designed for an individual who is ready to manage a "pod" today with the clear trajectory to promote into a Client Service Manager role within 12-18 months.

You will lead a team in a dynamic, fast-paced environment, balancing risk management with the delivery of an industry-leading experience.

Responsibilities:

Team Leadership & Development

* Manage and empower a pod of Client Service associates, focusing on their professional development, coaching, and performance management.

* Recruit and retain top talent, fostering an environment of trust, collaboration, and belonging.

* Provide direction and coaching to bring out the best in each individual as well as the team.

Operational Excellence & Strategy

* Own the client experience in all interactions, ensuring detailed follow-through and a "client-first" work ethic.

* Lead the management of day-to-day pod work while identifying trends, issues, and opportunities to improve internal controls and processes.

* Serve as the first line of defense for troubleshooting and as the primary POC for escalating risks to senior leadership.

* Develop broad strategies by identifying "big picture" linkages across value streams, technologies, and client experiences.

Expertise & Advocacy

* Become a subject matter expert in Capital One Treasury Management products

* Advocate for client needs with internal stakeholders (Sales, Product, Operations) by providing thoughtful feedback on unmet needs.

* Drive to the root cause of complex problems to identify sustainable, repeatable solutions.

Desired Attributes and Skills - We Seek Associates Who Are:

* Exceptional People Leaders:
You embrace diversity and can lead transformational change.

* Integrated Thinkers:
You are a creative problem solver with impeccable judgment and a "forward-leaning" approach to technology and automation.

* Confident Communicators:
You are a skilled negotiator and influencer who can build buy-in for new strategies.

Work from 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 via cellular data or hotspot

* A private network that is password protected where you have ownership or line of sight to every device on the network

* Internet service must be provided by Cable or fiber Internet Service Provides (ISP)

* Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions

* ISP download speeds on VPN must be at least 5

Mbps, with 10+ Mbps preferred

* To validate ISP speeds from a Chrome browser, go to , type Speed Test and run from the Google landing page

* Both Hardwire and WiFi internet connections are acceptable as long as speed and security requirements are met

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 are delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience.

Work from Home Living Requirements:

* Candidates must live within approximately 50 miles of one of the hub locations based in 28203, 75024, or 23238 and be comfortable coming in person whenever required with no less than 24 hours…
Position Requirements
10+ Years work experience
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