Treasury Management Onboarding Leader

4 weeks ago

Plano, Texas, United States Capital One Full time
Treasury Management Onboarding Leader

We are seeking a seasoned business leader to lead a team of Treasury Management Associates (TMAs) in a dynamic and fast-paced environment. As a Treasury Management Onboarding Leader, you will be responsible for providing sales support to aid new client acquisition and acting as a liaison between the sales process and onboarding process for clients across the Commercial Banking segment.

This critical function engages at the beginning of a client's Treasury Management relationship with Capital One, but also engages throughout the lifecycle as clients add and/or modify products and services.

Key Responsibilities:
  • Team Leadership: Direct accountability for 7+ Associates across geographies/time zones, coaching and developing associates, creating a culture that is a safe space to learn and challenge norms, while simultaneously setting a constantly rising bar for top performance.
  • Client Management: Frequent interaction with clients in the form of escalations from team members or sales partners, requiring a client-centric and client-success-oriented approach.
  • Client Experience: Methodically balancing people, process, risk decisions with impact to client experience, utilizing customer-back design thinking in decision-making and regularly evaluating and strengthening how we measure the customer experience.
  • Data/Insights: Demonstrated experience/expertise with leveraging data and routines to drive results, and proactively identifying risks and process breakdowns.
  • Continuous Process Improvement/Risk: Demonstrated experience identifying and implementing continuous improvement opportunities, driving a culture where Associates have hands-on involvement in challenging existing processes to ensure they are up-to-date with current state risks.
  • Stakeholder Management: Cultivating and maintaining strong relationships/partnerships with key business partners in Sales, Operations, and Servicing functions.
  • Treasury Management Product Knowledge: Direct responsibility to Treasury Management products and services, understanding the Treasury Management sales process to help the team manage client pre-onboarding responsibilities and client escalations.

Basic Qualifications:
High School Diploma, GED or equivalent certification
At least 2 years of experience in Treasury Management
At least 5 years experience working in Banking Operations
At least 3 years experience managing teams across geographies
Preferred Qualifications:
Bachelor's Degree or Military experience
Certified Treasury Professional (CTP) Designation
2+ years of customer service experience
Lean Six Sigma training

This role is hybrid, with associates typically spending about half their time (2-3 days per week) in-person at one of our offices. Monday and Fridays are enterprise-wide virtual work days, while Tuesday, Wednesday, and Thursday are in-person days for associates to spend time together working in our beautifully-designed team areas.

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.

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