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Client Services Associate

Jobtailor

Job Responsibilities Complete inbound and outbound phone calls daily Own the client experience in all interactions including detailed follow through Train and support Associates on partner teams on client facing processes that support the client experience Manage a portfolio of CML clients Execute job duties following policies, standards and/or procedures within target turnaround times and quality levels Bring awareness to management of any constraints or concerns Keep internal and external stakeholders informed of status, risks and issues to delivery Work with partners when complaints, problems and/or issues arise to drive root cause and identify sustainable, repeatable solutions Make it easy for a client to interact with Capital One Learn and become an expert in Capital One credit, deposit, and treasury management products and services Research and learn about your client’s industry, business, and individual banking needs Collaborate within and across teams and organizations to analyze and resolve client issues Advocate for client’s needs with internal stakeholders by providing feedback Develop effective solutions for clients when issues arise Represent Support with internal partners and clients Develop solutions to problems based on subject matter expertise and research Requirements High School Diploma, GED or equivalent certification At least 1 year of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs) At least 1 year of experience in customer service, client services, business process management or project management Bachelor’s Degree or Military experience (preferred) 2+ years of experience in customer service, client services, business process management or project management (preferred) 2+ years of experience with Treasury Management (preferred) #J-18808-Ljbffr

Vacancy posted 11 hours ago
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