Capital One Principal Associate, Client Support Specialist III in Melville, New York

NYC 299 Park Avenue (22957), United States of America, New York, New York

At Capital One, we’re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding.

Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results. We elevate each other and obsess about doing the right thing. Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams. Together, we are on a quest to change banking for good.

Principal Associate, Client Support Specialist III

Commercial Operations (CML Ops) is one of the largest divisions in the Commercial Bank, this teams scope is horizontal across the bank and as such it supports numerous critical processes and transactions. By incubating innovative solutions and embracing technology, this team creates an unforgettable and unparalleled experience for our associates and clients. One of the most impactful groups in the CML Ops team is the Client Solutions team.

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 Principal Associate, Client Support Specialist III.

General Responsibilities:

 Own the client experience in all interactions including detailed follow through

 Execute job duties following policies, standard 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, risk, 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

 Represent, recommend, and speak on behalf of Client Solutions with internal partners and clients based on proven track record of excellent judgment

 Develop broad and comprehensive solutions based on the ability to identify “big picture” linkages across the value streams, technologies, and experiences

 Independently deliver results which routinely exceed requirements and expectations

 Maximize team results by acting as a role model in how to effectively operate within a team

 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

Basic Qualifications:

 High school diploma, GED, or Military Experience

 At least 2 years of experience in Microsoft Office (Outlook, Excel, and Word) or the Google Suite

 At least 2 years of customer service, business process, or project management experience

Preferred Qualifications:

 Bachelor’s Degree or Military Experience

 At least 5 years of customer service, business process, or project management experience

 At least 1 year of experience with Treasury Management

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

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