Client Services Associate working in Deposit Operations to support Capital One's commercial clients. Engaging with customers on servicing needs and delivering exceptional client experiences.
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 internal Capital One accounts
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 Deposit Operations Support 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 and/or contribute to cross functional projects in CML. Own your individual development
Requirements
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)
Benefits
Performance based incentive compensation.
Comprehensive, competitive, and inclusive set of health, financial and other benefits.
Job title
Client Services Associate – Deposit Operations Support
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