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Capital One Logo Capital One · Finance

Client Services Treasury Management Principal Associate

United States, Plano 98900.00 - 112900.00 USD / Year · Job Posted April 16, 2026
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Job Description

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.

Job Responsibility

  • 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
  • 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
  • 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

Requirements

  • 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
  • Candidates must live within approximately 50 miles of one of the hub locations based in 28203, 75024, or 23238
  • 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)
  • ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred

Nice to have

  • Bachelor’s Degree or Military experience
  • 4+ years of experience in Client Services or Treasury Management
  • Lean, Six Sigma, or Project Management Professional (PMP) Certification

What we offer

  • performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
  • comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being
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