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The Principal Coordinator values and fosters a spirit of teamwork and cooperation across value streams, sharing best practices. As an entry level position in Treasury Management, you will serve as a remediation, dual review, research and resolution, internal and external associate. You will be a member of a small team focused on remediating and responding to reported data collection gaps and examining trends in an effort to maintain accurate data.
This role will require ongoing interaction with Client Onboarding and Activations.
Job Description:
At the Principal Coordinator 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 attention to detail. You will be required to balance risk to Capital One while delivering an industry-leading experience to clients.
This individual’s responsibilities will include:
Oversee a high volume of Quality Control for Treasury Management Onboarding and Pricing setups
Effective execution of client outreach and transaction Dual Review (Quality Control)
Work effectively with other teams, partners and leaders to implement strategies that will increase quality and uncover meaningful customer insights/improvement opportunities
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
Proactively identify, communicate and participate in any process enhancement opportunities
Leverage exceptional decision making skills and ability to follow procedures in order to mitigate risk
Contribute to team goals and actively questions decisions and assumptions to elevate team performance
Navigate Internal database and input customer information
Effective time management and organizational skills
Work on building out our well-managed journey
General knowledge of deposit and treasury management products
Proactive about their own development and learning with an optimistic, growth mindset
Desired Attributes and Skills: we seek associates who are:
Deliver timely, error-free work
Intellectually curious, inquisitive, and open minded
Integrated thinkers and creative problem solvers
Exceptional and confident communicator
Motivated to achieve results through teamwork and collaboration
Fluid in adapting to and embracing change for themselves and with others
Work from Home Technology Requirements:
A secure home office environment that is free from background noise and distractions
A reliable private internet connection that isnotsupplied 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, 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 23238 or 75024 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 financial services, bank operations or client service experience
At least 1 year of experience in Google Suite (Sheets, Slides, Docs) or Microsoft Office (Outlook, Excel, and Word)
Preferred Qualifications:
Bachelor’s Degree or Military experience
1+ years of experience with Treasury Management
2+ year of experience with Salesforce
. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
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