Client Services Representative

• 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 internal Capital One accounts
• 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
• When complaints, problems and/or issues arise work with partners driving to root cause and identifying sustainable, repeatable solutions to ensure repeat occurrences are avoided for all clients
• 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 to proactively and reactively resolve client’s needs
• 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 thoughtful feedback on where clients are achieving their goals as well as where their needs are not being met
• Develop effective solutions for clients when something doesn’t go as planned and eloquently recover to delight the client
• Represents Deposit Operations Support with internal partners and clients based on proven track record of sound judgment

Client Services Associate – Deposit Operations Support Team

Client Service Excellence Representative

Captive Client Service Manager, Accounting

Account Manager, Client Services

Account Manager, Client Services