Capital One Expense Management and Smartdata (SDG2) Implementations Lead- Richmond, VA/ Plano, TX in Plano, Texas

Knolls 1 (12034), United States of America, Glen Allen, Virginia

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.

Expense Management and Smartdata (SDG2) Implementations Lead- Richmond, VA/ Plano, TX

Location: Plano, TX or Richmond, VA

Schedule: M-F, 8-5

Summary:

The Smartdata Implementations Lead will possess working technical knowledge of Smartdata (SDG2) and Treasury Management and/or Commercial Card products. They will utilize this experience to execute the SDG2 implementation, maintenance and service process for Treasury Management and Commercial Card products and services. They will work closely with the Treasury Management, Relationship Managers and CCNE business partners to drive revenue generation by increasing client retention rate through effective management of client implementations, service and maintenance. They will provide ongoing service and support to Smartdata clients via phone or email. They will function as a liaison between the client and all support areas of the Bank. They will provide technical customer service support for Smartdata services.

General Responsibilities:

  • Has lead responsibility for implementing Smartdata for our Treasury Management and Commercial Card products and services.

  • Establish and maintain a high-level of credibility with business partners

  • Provide a best in class client experience, while managing internal and external client expectations

  • Leverage experience with basic Treasury Management and Commercial Card products and services., provide feedback and advice on modifications of the Products

  • Manage each implementation, service and maintenance request while meeting defined Service Level Agreements with a focus on expediting revenue generation

  • Maintain a current portfolio of client implementations and related promised dates, monitoring requests in queue to ensure aged items are expedited in a timely basis

  • Individually responsible for the quality and timeliness of all project deliverables, including executing client Operational Instructions

  • Attend meetings and training as required to continue development and to enhance knowledge of cash management products, processes, and industry knowledge

  • Apply comprehensive knowledge to handle all service issues in a timely manner while identifying underlying issues, patterns or problems

  • Understand client business and industry trends

  • Serves as the liaison between Relationship Managers, Treasury Management and Commercial Card Sales and Operations

  • Provides technical customer service support for all Treasury Management products

  • Ability to learn and adapt to changing product/technical information

  • Strong desire to exceed client expectations by going above and beyond consistently with a proactive approach

  • Communicates with clients both verbally and via email to resolve problems or complaints

  • Conduct training to clients on Treasury Management and Commercial Card products as needed

  • Troubleshoot client issues using Live Look

  • Logs and tracks all client service issues in Sales Force through completion

  • Performs other ad-hoc functions as needed

  • Engage client with professionalism at all times

  • Works well under pressure

The Ideal Candidate Will Have:

  • Smartdata (SDG2) implementation experience

  • General knowledge of Treasury Management and Commercial Card products and an understanding of the sales process

  • Excellent written and verbal skills

Basic Qualifications:

  • High school diploma, GED or Military Experience is required

  • At least 2 years of experience with Treasury Management products

  • At least 2 years of customer service experience

Preferred Qualifications:

  • Bachelor’s degree or military experience

  • At least 4 years of experience with Treasury Management products

  • At least 4 years of customer service experience.

  • At least 2 years of experience with Commercial Card products

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