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Capital One Associate, Process Manager- Treasury Management Implementation in Plano, Texas

Plano 2 (31062), United States of America, Plano, Texas

Associate, Process Manager- Treasury Management Implementation

The Small Business Bank Treasury Management Implementation Specialist will possess an in-depth technical knowledge of Treasury Management products. The individual will utilize their expertise to manage the current workload of Treasury Management maintenance requests for clients. The Treasury Management Implementation Specialistwill work closely with the client, Business Banking Support Specialists, and Business Bankers to improve client experience and increase client retention rate through effective management of maintenance requests. The Treasury Management Implementation Specialistis responsible for implementing and directing all aspects of Treasury Management products and related service set-up for existing clients of Treasury Management Offerings.

General Responsibilities:

  • Operate independently and exercise professional judgment in making decisions that impact the client experience

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

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

  • Maintain a current portfolio of client maintenance requests 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 case 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

  • Ability to prioritize daily workload to maximize productivity

Basic Qualifications:

  • High School Diploma, GED or equivalent certification

  • At least 1 year of Treasury Management Operations experience

Preferred Qualifications:

  • 2+ years of Treasury Management Operations experience

  • 1+ year of client service experience

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