CrawlJobs Logo

Client Services Treasury Management Servicing Associate

capitalone.com Logo

Capital One

Location Icon

Location:
United States , Plano

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

66700.00 - 76100.00 USD / Year

Job Description:

Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must be within 50 miles driving distance from one of our Capital One hubs in Charlotte, NC/ Richmond, VA/ or Plano, TX. Commercial Client Operations (CCO) is one of the largest divisions in the Commercial Bank, this team’s scope is horizontal across the bank and as such it supports numerous critical processes and transactions. By incubating innovative solutions and embracing technology, this team creates an unforgettable and unparalleled experience for our associates and clients. One of the most impactful groups in the CML Ops team is the Treasury Management team. As part of our Treasury Management servicing team, we work with commercial clients, both proactively and reactively, to engage on all servicing needs. Our associates are on the frontline, delivering on our commitment to provide an exceptional client experience. We are growing and looking for great customer focused advocates to join the team. We are currently searching for a Senior Associate, Client Service. At the Associate level, you will be a team member in a dynamic, fast-paced environment. You will need to have exceptional communication skills (verbal, written, presentation, and interpersonal), a positive mindset and, above all, a “client first” work ethic. You will be required to balance risk to Capital One while delivering an industry-leading experience to clients.

Job Responsibility:

  • Complete a high-volume of inbound and outbound phone calls daily
  • Own the client experience in all interactions including detailed follow through
  • 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 Treasury Management with internal partners and clients based on proven track record of sound judgment
  • Develop solutions to problems based on subject matter expertise and research of areas within and beyond own area of responsibility
  • Deliver results which routinely exceed requirements and expectations with minimal guidance on unstructured objectives
  • Contribute to team goals and actively questions decisions and assumptions to elevate team performance
  • Travel to client sites when required
  • Work on projects as requested
  • Own your individual development

Requirements:

  • High School Diploma, GED or equivalent certification
  • At least 1 year of experience in customer service, client services, business process management or project management
  • At least 1 year of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)
  • Candidates must live within approximately 50 miles of one of the hub locations based in 23238, 28203, or 75024
  • 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
  • 2+ years of experience in customer service, client services, business process management or project management
  • 2+ years of experience with Treasury Management
  • Passionate about both delivering a great client experience and complying with laws and regulations
  • Forward leaning into technology, automation, and emerging financial products
  • Fluid in adapting to and embracing change for themselves and with others
  • Intellectually curious, inquisitive, and open minded
  • Integrated thinkers and creative problem solvers
  • Exceptional and confident communicators, negotiators, and influencers
  • Tenacious in pursuing and achieving their goals and objectives
  • Motivated to achieve results through teamwork and collaboration
  • Proactive about their own development and learning with an optimistic, growth mindset
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

Additional Information:

Job Posted:
February 19, 2026

Employment Type:
Fulltime
Work Type:
Remote work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Client Services Treasury Management Servicing Associate

Sanctions Director - Head of Banking Client Risk Management & Advisory

The Head of Client Risk Management & Advisory in Banking Sanctions is a senior I...
Location
Location
United States , Washington, DC
Salary
Salary:
170000.00 - 300000.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10 years+ experience in the Financial Services Industry and/or government
  • Graduate degree, BS or concentration in Business Administration, Legal and/or Finance
  • Sanctions SME with proven track record in managing sanctions programs in complex organizations
  • Leadership skills including ability to work effectively and drive results with a virtual global team
  • Experience managing diverse teams, and comfort navigating complex, matrixed organizations
  • Knowledge of the U.S. and/or European Union/UK regulatory environment
  • Highly motivated, strong attention to detail, team oriented, organized
  • Strong presentation skills with the ability to articulate complex problems and solutions through concise and clear messaging
  • Demonstrated ability to assess complex issues through root cause analysis and other analytical techniques, structure potential solutions, and drive to resolution with senior stakeholders
  • Ability to influence and lead people across cultures at a senior level using sound judgment and successful execution, understanding how to operate effectively across diverse businesses
Job Responsibility
Job Responsibility
  • Building awareness of client sanctions risks through a strong working relationship with key regional and global stakeholders, including management of multiple Line of Business, Functions, and Internal Audit
  • Interacting effectively with regulators, in coordinating with the Citi’s regulatory team
  • Understanding industry trends, emerging issues, and regulatory expectations, developing practical solutions to complex problems
  • Providing monitoring and oversight of Banking controls and execution around clients, ensuring identification, escalation, and remediation of control gaps in a timely way
  • Monitoring Banking’s compliance with requirements set forth by the US Department of the Treasury's Office of Foreign Assets Control (OFAC) and United Kingdom’s Office of Financial Sanctions Implementation (OFSI) or other EU country equivalents, issuing Monitoring Reports where appropriate
  • Monitoring ICRM Banking Sanctions adherence to relevant policies and procedures related to execution of processes designed to implement the global sanctions program
  • Partnering with stakeholders in implementing Sanctions-related regulatory change
  • Managing a dedicated team for the sanctions’ compliance review of clients and client activity as well as escalations of risks identified in KYC onboarding and renewal questionnaires
  • Managing the monitoring and specialized review of sanctions risks associated with specific clients, sectors, or geographies to advise the business on appropriate sanctions risk management measures
  • Managing a process for the review of sanctions-related enhanced due diligence as part of client onboarding, renewal, or episodic reviews
What we offer
What we offer
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
  • Fulltime
Read More
Arrow Right
New

Client Services Treasury Management Principal Associate

Are you looking for a challenging role that includes the convenience of working ...
Location
Location
United States , Plano; Charlotte; Richmond
Salary
Salary:
98900.00 - 112900.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma, GED or equivalent certification
  • At least 3 years of experience in client services, customer service, business process management, project management, relationship management or risk management
  • At least 3 years of experience in Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)
  • Must be within 50 miles driving distance from one of our Capital One hubs in Charlotte, NC, Plano, TX, or Richmond, VA
  • 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
Job Responsibility
Job Responsibility
  • Manage a pod of Client Service associates including development and performance management
  • Lead the management of day-to-day pod BAU work, identify work trends and issues, and review well-managed reports and dashboards to ensure the pod’s work is progressing properly
  • Lead the development of CS strategy, and identify opportunities to improve internal controls, processes, and procedures
  • Serve as process managers of various L3 processes
  • Serve as the first line of defense for troubleshooting identified problems, and as the POC through whom all pod issues, risks, and other escalations are communicated to senior leadership
  • Own the client experience in all interactions including detailed follow through
  • 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
What we offer
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
  • Fulltime
Read More
Arrow Right

Cash Management Sales Officer

The Cash Management Sales Officer is a developing professional role that integra...
Location
Location
Mexico , Cuernavaca
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-5 years commercial banking or relevant experience
  • Bachelors/University degree or equivalent experience
  • experience in atención a clientes de Gobierno e Instituciones
  • experience in venta de soluciones de Tesorería cobranza y pagos
Job Responsibility
Job Responsibility
  • Provide direct sales support to Treasury Consultants in covered markets
  • focus on revenue generating activities associated with the sale of Treasury Products and Services
  • prepare proposals and pricing analysis
  • assist with RFPs and presentations
  • coordinate credit approvals and exception pricing
  • coordinate data input for tracking pipeline and activity
  • establish and maintain relationships with Treasury Consultants and Bankers that are directly supported
  • provide coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
  • join Treasury Consultant on in person sales calls or conference calls when appropriate
  • assess risk when business decisions are made, demonstrating consideration for compliance with applicable laws, rules, and regulations
  • Fulltime
Read More
Arrow Right

Client Onboarding Manager

The EMEA Trade and Treasure Services (TTS) Onboarding Team is responsible for on...
Location
Location
Poland , Warsaw
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4+ years of relevant Client Onboarding and/or Project Management experience
  • Fluent English and Hebrew is mandatory
  • Ability to manage complex integration solutions, working alongside Technical and Technology teams
  • Results orientation - evidence of proactively driving projects is the conclusion
  • Excellent communication
  • Organizational and planning skills
  • Decision making and problem-solving skills
  • Flexibility - ability to manage a varying workload (i.e., volume, complexity, and composition)
  • Attention to detail and experience of working in a controlled environment
Job Responsibility
Job Responsibility
  • Lead client onboarding projects of regional and global cash management solutions working directly with specific middle market clients
  • Continuously reduce onboarding cycle time, minimize deal slippage and associated revenue conversion lead time
  • Accurately report project status, escalating effectively for “on hold” and slow-moving requests
  • Application of structured project management methodologies throughout the onboarding life cycle, ensuring effective project control and delivery to plan
  • Work with Relationship Management, Sales, Product Management, Client Services and Operations to ensure client satisfaction - navigate bank on behalf of client, leveraging Citi's global resources to ensure smooth delivery
  • Attending, when necessary, Client meetings in close cooperation with Product Sales and Relationship Managers
  • Effective maintenance and communication of MIS and project metrics
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy
What we offer
What we offer
  • Private Medical Care Program
  • Life Insurance Program
  • Pension Plan contribution (PPE Program)
  • Employee Assistance Program
  • Paid Parental Leave Program (maternity and paternity leave)
  • Sport Card
  • Holidays Allowance
  • Sport and team recreation activities
  • Special offers and discounts for employees
  • Access to an array of learning and development resources
  • Fulltime
Read More
Arrow Right

Liquidity Product Manager

The Product Manager is an intermediate management level position responsible for...
Location
Location
Turkey , Istanbul
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-8 years of relevant experience
  • Required Licensing/Registration: Series 7
  • Experience in marketing, credit, acquisitions, product development, and/or analytics
  • Experience leading cross-functional teams to define and achieve high value business goals
  • Working knowledge of market dynamics, products, and competitive climate
  • Demonstrated project management skills
  • Ability to work unsupervised and adjust priorities quickly as circumstances dictate
  • Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
  • Demonstrated problem-solving and decision-making skills
  • Consistently demonstrates clear and concise written and verbal communication
Job Responsibility
Job Responsibility
  • Liquidity Management Services Product Strategy:Develop and execute strategies to optimize the LMS product portfolio, aligning with overall business objectives.
  • Liability Management:Develop and execute strategies to optimize liability management within the LMS product portfolio.
  • Deposit Growth Strategy:Drive deposit growth through innovative product development, effective marketing, and targeted sales initiatives.
  • Regulatory Management:Ensure full compliance with all relevant regulatory requirements related to liquidity management products and services.
  • Balance Sheet (B/S) and Reserve Management:Manage product features and pricing to optimize balance sheet performance and reserve requirements.
  • New Product Development:Identify, develop, and launch new LMS products and features to meet evolving client needs and market demands.
  • Global Solution Localization:Adapt and implement global LMS solutions to the specific requirements of the local market.
  • Market Trend Analysis:Continuously monitor market trends in treasury management and optimization to identify new opportunities and maintain a competitive edge.
  • Value Proposition & Differentiation:Execute client value propositions, positioning, segmentation, pricing, targeting, and channel strategies to establish Citi as the preferred partner.
  • Functional Strategy & Integration:Develop and execute functional strategies for the region, requiring coordination and integration across units. Provide input into strategic decisions affecting the job family or function.
  • Fulltime
Read More
Arrow Right

Psi treasury luxembourg avp

As part of the Finance team, you'll help shape Barclays' financial strategy thro...
Location
Location
Luxembourg , Luxembourg
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Understanding of client investment objectives, risk tolerance, and market preferences
  • Analysis of market conditions, economic trends, and regulatory developments to identify potential structuring opportunities
  • Development and design of innovative financial products
  • Structure transactions that effectively allocate risk and reward among various stakeholders
  • Estimation of the pricing and valuation of structured products using complex financial modelling and valuation techniques
  • Assessment of the credit, market, and operational risks associated with structured products
  • Development of risk management strategies
  • Drafting and review of legal documentation for structured transactions
  • Assistance in negotiating and finalising legal documentation with clients and counterparties
  • Management of the performance of structured product portfolios
Job Responsibility
Job Responsibility
  • Design and structure complex financial products, such as derivatives, structured notes, and securitisations, to meet the specific needs of clients and market conditions
What we offer
What we offer
  • Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
  • Wellness rooms
  • On-site cafeterias
  • Fitness centers
  • Tech-equipped workstations
  • Flexible working arrangements
  • Hybrid working
Read More
Arrow Right

Cash Management Sales Officer

The Cash Management Sales Officer is a developing professional role. Deals with ...
Location
Location
Mexico , Zapopan
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-5 years commercial banking or relevant experience
  • Bachelors/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Provide direct sales support to Treasury Consultants in covered markets
  • Places focus on revenue generating activities associated with the sale of Treasury Products and Services
  • Prepares proposals and pricing analysis, assist with RFPs and presentations, coordinate credit approvals and exception pricing, coordinate data input for tracking pipeline and activity
  • Establishes and maintains relationships with Treasury Consultants and Bankers that are directly supported
  • Provides coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
  • Joins Treasury Consultant on in person sales calls or conference calls when appropriate
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
  • Fulltime
Read More
Arrow Right

Treasury Management Consultant III & Relationship Manager - Government Banking Northeast

The Government Banking Treasury Management Consultant (TMC) & Relationship Manag...
Location
Location
United States , New York; Wilmington; Melville; Philadelphia
Salary
Salary:
140600.00 - 192500.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma, GED, or equivalent certification
  • At least 6 years of financial services experience
  • At least 5 years of sales experience
  • At least 5 years of treasury management experience
Job Responsibility
Job Responsibility
  • Consistently meet annual financial goals & benchmark competencies by demonstrating the key sales behaviors such as strategy, collaboration & consultation, while building and maintaining a partnership-centric client portfolio
  • Manages portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition
  • Manages portfolio of new-to-bank clients with focus on new revenue growth
  • Ability to understand sales and relationship management specific to working with Government Banking clients
  • Independently develops and maintains relationships with clients to maintain and expand existing business
  • Understands treasury management product risk and ensures Capital One credit policies and other risks (e.g., reputational, legal) are adhered to and mitigated
  • Establishes appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services
  • Conducts independent entities to generate new, high-quality and profitable Treasury Management and deposit business to achieve or exceed specific YoY growth goals
  • Takes a role in market by actively engaging in local industry associations, conferences, networking groups and community associations
  • Identifies working capital efficiency opportunities for an entity and deepens relationship accordingly
What we offer
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
  • Fulltime
Read More
Arrow Right