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Capital One · 2 hours ago

Senior Associate, Client Services

Charlotte, NC

Full-time

Hybrid

Mid, Senior Level

$78K/yr - $90K/yr

2+ years exp

Capital One is a leading financial services company, and they are seeking a Senior Associate for their Client Services team. This role involves owning the client experience, executing job duties within established policies and procedures, and collaborating across teams to resolve client issues.

BankingCredit CardsFinanceFinancial Services

Comp. & Benefits

No H1B

Responsibilities

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

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 Client Solutions 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 projects as requested

Own your individual development

Qualification

Client services experienceTreasury ManagementMicrosoft OfficeGoogle SuiteClient advocacyExceptional communicationTeamworkCollaborationProblem solvingAdaptability

Required

High School Diploma, GED or equivalent certification

At least 2 years of experience in client services or customer service

At least 2 years of experience in Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)

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

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 Providers (ISP)

ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred

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

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 notice