Client Services Treasury Management Principal Associate

Client Services Treasury Management Principal Associate

Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must be within 50 miles driving distance from one of our Capital One hubs in Charlotte, NC, Plano, TX, or Richmond, VA.

Are you a seasoned client advocate with a passion for leading people and a drive to transform the commercial banking experience? Capital One is seeking a Principal Associate for our Commercial Client Operations (CCO) team. This is a unique, high-visibility role designed for an individual who is ready to manage a "pod" today with the clear trajectory to promote into a Client Service Manager role within 12–18 months. You will lead a team in a dynamic, fast-paced environment, balancing risk management with the delivery of an industry-leading experience.

Responsibilities:

Team Leadership & Development

• Manage and empower a pod of Client Service associates, focusing on their professional development, coaching, and performance management.

• Recruit and retain top talent, fostering an environment of trust, collaboration, and belonging.

• Provide direction and coaching to bring out the best in each individual as well as the team.

Operational Excellence & Strategy

• Own the client experience in all interactions, ensuring detailed follow-through and a "client-first" work ethic.

• Lead the management of day-to-day pod work while identifying trends, issues, and opportunities to improve internal controls and processes.

• Serve as the first line of defense for troubleshooting and as the primary POC for escalating risks to senior leadership.

• Develop broad strategies by identifying "big picture" linkages across value streams, technologies, and client experiences.

Expertise & Advocacy

• Become a subject matter expert in Capital One Treasury Management products

• Advocate for client needs with internal stakeholders (Sales, Product, Operations) by providing thoughtful feedback on unmet needs.

• Drive to the root cause of complex problems to identify sustainable, repeatable solutions.

​ Desired Attributes and Skills - We Seek Associates Who Are:

• Exceptional People Leaders: You embrace diversity and can lead transformational change.

• Integrated Thinkers: You are a creative problem solver with impeccable judgment and a "forward-leaning" approach to technology and automation.

• Confident Communicators: You are a skilled negotiator and influencer who can build buy-in for new strategies.

Work from Home Technology Requirements:

• A secure home office environment that is free from background noise and distractions

• A reliable private internet connection that is not supplied 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 28203, 75024, or 23238 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 3 years of experience in Client Services, Customer Service, or Business Process Management

• At least 2 years of People Management experience

Preferred Qualifications:

• Bachelor’s Degree or Military experience

• 4+ years of experience in Client Services or Treasury Management

• Lean, Six Sigma, orProject Management Professional (PMP) Certification

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

#CommOps

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Charlotte, NC: $98,900 - $112,900 for Client Service Principal Associate

Plano, TX: $98,900 - $112,900 for Client Service Principal Associate

Richmond, VA: $98,900 - $112,900 for Client Service Principal Associate

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website ( . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.

No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

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Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).