Capital One Financial Corporation

Senior Associate, Client Services

Plano, TX 75025In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • High School Diploma, GED or equivalent certification
  • At least 2 years of experience in client services or customer service
  • 2 years of experience in Microsoft Office or Google Suite
  • Bachelor's Degree or Military experience preferred
  • 3+ years in customer service, business process or project management preferred
  • 3+ years of experience with Treasury Management preferred

Responsibilities

  • Own the client experience in all interactions
  • Execute job duties following policies and procedures
  • Keep stakeholders informed of status, risks, and issues
  • Collaborate with partners to solve client complaints and problems
  • Proactively learn about client needs and industry
  • Develop effective solutions for clients when issues arise
  • Work on projects as requested and own individual development

Benefits

  • Comprehensive health benefits
  • Financial benefits including retirement options
  • Incentive compensation opportunities
  • Inclusive workplace with a focus on team collaboration
  • Support for individual development and learning
Full Job Description
Senior Associate, Client Services

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

The Client Solutions team works with the Commercial Bank's clients, both proactively and reactively for all of their servicing needs. All of our associates are on the frontline, delivering on our commitment to provide a beautiful client experience. We are growing and looking for great customer focused advocates to join the team. We are currently searching for a Senior Associate, Client Service.

Ideal Candidate:

At the Senior Associate level, you will be a team member in a dynamic, fast-paced environment. You will need to have exceptional communication skills (verbal, written, presentation, and interpersonal), a positive mindset and, above all, a "client first" work ethic. You will be required to balance risk to Capital One while delivering an industry-leading experience to clients. This individual's responsibilities will include:

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


Desired Attributes and Skills - We Seek Associates Who Are:
  • Passionate about both delivering a great client experience and complying with laws and regulations
  • Forward leaning into technology, automation, and emerging financial products
  • Fluid in adapting to and embracing change for themselves and with others
  • Intellectually curious, inquisitive, and open minded
  • Integrated thinkers and creative problem solvers
  • Exceptional and confident communicators, negotiators, and influencers
  • Tenacious in pursuing and achieving their goals and objectives
  • Motivated to achieve results through teamwork and collaboration
  • Proactive about their own development and learning with an optimistic, growth mindset


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 5Mbps, with 10+ Mbps preferred
    • To validate ISP speeds from a Chrome browser, go to www.google.com, 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 notice.


Basic Qualifications:
  • 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)


Preferred Qualifications:
  • Bachelor's Degree or Military experience
  • 3+ years of customer service, business process or project management experience
  • 3+ years of experience with Treasury Management


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

#CommOps

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Charlotte, NC: $80,800 - $92,200 for Client Service Sr. Associate

Plano, TX: $80,800 - $92,200 for Client Service Sr. Associate

Richmond, VA: $80,800 - $92,200 for Client Service Sr. Associate

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.

No agencies please.

About Capital One Financial Corporation

Chevy Chase Bank is the greater Washington region's largest locally-owned banking institution providing a complete array of financial products and services to consumers and businesses in Maryland, Virginia, and the District of Columbia. The Bank, which is headquartered in Bethesda, Maryland, has approximately 250 branches and over 1,000 ATMs, more than anyone else in the greater Washington market. Chevy Chase Bank currently has over $16 billion in assets and services over 1 million customers. For more information about Chevy Chase Bank, please visit chevychasebank.com.

Capital One Financial Corporation Careers

Join the vibrant team at Capital One Financial Corporation, a leader in the financial services industry, where innovation meets purpose-driven leadership. As one of the most forward-thinking companies in banking, Capital One is the perfect place to jumpstart or advance your career with a myriad of job opportunities in various fields.

Work You’ll Do

At Capital One, we are committed to excellence and setting our team members up for success. By joining our dynamic team, you will engage in meaningful work that makes a real difference. From developing cutting-edge technology to crafting personalized financial solutions, every position at Capital One is geared towards redefining the future of banking.

Innovate and Lead

Capital One is not just a company; it's a hub of innovation and leadership. We empower our professionals to lead with their ideas and see them come to life. Our culture thrives on diversity and the unique perspectives each team member brings. Here, your skills in networking, problem-solving, and leadership will not only be valued but also nurtured through professional development and diversity training.

Grow Your Career

Capital One is deeply invested in the growth and development of its employees. With robust training programs, mentorship, and resources for professional enhancement, we ensure that your career trajectory aligns with your personal and professional goals. Whether it’s rising through the ranks or switching tracks via internal job opportunities, your growth is our priority.

Internship and Employment Opportunities

For those starting their journey, Capital One offers enriching internship programs that provide a glimpse into the culture and work ethic that drives our success. Interns gain hands-on experience, valuable insights, and the opportunity to network with leaders across the company. For seasoned professionals, we offer positions that challenge your expertise while encouraging balance and innovation.

Benefits and Culture

Choosing to work at Capital One means opting for a lifestyle where your well-being is prioritized. Our benefits package is designed to support you both at work and in your personal life, encompassing health, finance, and family. The inclusive culture at Capital One ensures that everyone, regardless of background, has the opportunity to thrive.

Join Our Team

Explore the various career paths available at Capital One and discover how your skills and passions can align with our mission. We are continuously hiring across multiple disciplines, eager to welcome curious, creative, and driven individuals to our team.

Stay Connected

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Search Capital One Jobs

Ready to take the next step in your career? Search open positions that match your skills and interests. At Capital One, your next job opportunity could be the gateway to a fulfilling and prosperous career.

Read Careers Blog

Stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. Capital One Financial Corporation is not just a company—it's a place where you can make an impact. Discover the opportunities waiting for you in a career at Capital One. Join us and shape the future of banking with your vision, skills, and enthusiasm.
Learn more about Capital One Financial Corporation
Size
51,500 employees
Market Cap
$34.1 billion
Industry
Net Income
$2.7 billion
Founded
1994
5 Year Trend
+2.4%
NASDAQ

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