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General Responsibilities:
: This role will have direct accountability for 7+ Associates across geographies / time zones. The leader is charged with coaching and developing associates, creating a culture that is a safe space to learn and challenge norms, while simultaneously setting a constantly rising bar for top performance
Client Management: While this role will not own client relationships on a long term basis, they will find themselves frequently interacting with clients in the form of escalations from their team members or sales partners. A client centric, client success oriented approach will be critical for success.
Client Experience: Although this role is not client-facing on a day-to-day basis, methodically balancing people, process, risk decisions with impact to client experience will be a critical success factor. The ideal candidate consistently utilizes customer-back design thinking in decision-making and regularly evaluates and strengthens how we measure the customer experience
Data/Insights: Demonstrated experience/expertise with leveraging data and routines to drive results, and proactively identify risks and process breakdowns
Continuous Process Improvement/Risk: Demonstrated experience identifying and implementing continuous improvement opportunities. Drives a culture where Associates have hands-on involvement in challenging existing processes to ensure they are up-to-date with current state risks. Escalates and owns process issues and risk remediation.
Stakeholder Management: Cultivates and maintains strong relationships/partnerships with key business partners in Sales, Operations, and Servicing functions
Created a culture of collaborative continuous improvement, in partnership with our TM Sales teams, to continually improve the customer experience, associate experience, and business performance
Treasury Management Product Knowledge: This role will have direct responsibility to Treasury Management products and services. The leader is charged with understanding the Treasury Management sales process to help the team manage client pre-onboarding responsibilities and client escalations.
Assist TM Onboarding Director with development and execution of strategy, owning and leading the execution of strategic initiatives
Basic Qualifications:
High School Diploma, GED or equivalent certification
At least 2 years of experience in Treasury Management
At least 5 years experience working in Banking Operations
At least 3 years experience managing teams across geographies
Preferred Qualifications:
Bachelor's Degree or Military experience
Certified Treasury Professional (CTP) Designation
2+ years of customer service experience
Lean Six Sigma training
How our hybrid model works:
This role ismeaning associates typically spend about half their time (2-3 days per week) in-person at one of our offices listed on this job posting.are enterprise- wide
. 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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