Position Description
Summary:
Assists the Treasury Management Sales Representatives and Account Officers in servicing the needs of Capital One’s commercial customers using Treasury Management services. Functions as a liaison between the customer and all support areas of the Bank. Performs sales support activities (service adds, changes, and/or deletes) statewide. Provides technical customer service software support for Treasury Management products (including installing and troubleshooting software. ). Keeps Account Officers and Treasury Management Sales Representatives informed of the status of the Treasury Management relationship at all times. Associates are responsible for client satisfaction and providing excellent client service and implementation support.
Responsibilities:
Completes all activities to implement Treasury Management services for new and existing commercial customers. Secures all required agreements, fees and forms from the Treasury Management Sales Officer. Ensures that all services are properly implemented and that the Operations areas are properly informed.
Communicates with clients both verbally and in writing to resolve any problems or complaints regarding their Treasury Management services. Communicates with Operations to resolve client’s problems or complaints.
Provide client with telephone training of all Treasury Management products/services. Prepares all implementation/customer service correspondence.
Logs and tracks all implementations and client service issues in Client Relationship Management software until completed.
Proactively notifies clients of system or product issues.
Communicates with Client Services Manager and Product Managers to resolve technical support problems related to Treasury Management products.
Participates as requested in special projects.
Basic Qualifications:
• College Degree or equivalent work experience
• 2+ years bank experience
• 2+ years in customer related work.
No agencies please. Capital One is an equal opportunity employer committed to diversity in the workplace. We promote a drug-free work environment. We emphasize recruiting, hiring, and retaining the most qualified candidates and providing them with the opportunity to meet their potential. We provide an environment where differences lead to solutions.
Other desired skills:
PROD IMPLEMENTATION COORD II--C1USA