Client Services Treasury Management Principal Associate

Capital One Financial

Actively hiring
Plano, Tx, US Posted 48 days ago $98,900$112,900 / year

At a glance

AI generated

TL;DR

Capital One is seeking a Principal Associate to join its Commercial Client Operations team in Charlotte, NC, Plano, TX, or Richmond, VA. This senior role involves managing a pod of client service associates, focusing on professional development and performance management while fostering a collaborative environment. The position requires leading day-to-day operations, identifying process improvements, and serving as the primary point of contact for risk escalation to senior leadership. As a subject matter expert in Treasury Management products, you will advocate for clients' needs with internal stakeholders and drive sustainable solutions to complex issues. Ideal candidates are experienced people leaders with strong communication skills and a background in client services or treasury management. The role demands expertise in lean methodologies and project management, along with the ability to navigate a dynamic, fast-paced environment focused on delivering an exceptional client experience.

Skills

Client-First Team-Leadership Operational-Excellence Risk-Management Strategic-Thinking Subject-Matter-Expertise Technology-Automation Creative-Problem-Solving Negotiation Influence-Building People-Development Recruitment Risk-Assessment Process-Improvement Internal-Control Client-Advocacy Complex-Issue-Resolution Project-Management Lean-Six-Sigma

What you'll do

  • Manage and coach a team of Client Service associates to ensure professional development.
  • Lead day-to-day operations while identifying trends and opportunities for process improvement.
  • Serve as the primary point of contact for escalating risks to senior leadership.
  • Advocate for client needs with internal stakeholders, providing feedback on product improvements.
  • Develop sustainable solutions to complex problems faced by clients.

What we're looking for

  • At least 3 years of experience in client services or customer service.
  • At least 2 years of people management experience.
  • Experience in treasury management preferred.
  • Lean, Six Sigma, or PMP certification desired.
  • Strong leadership and coaching skills for team development.
  • Ability to manage day-to-day operations and identify process improvements.
  • Excellent communication and negotiation skills.

Market check

Salary context

This $98,900–$112,900 range sits above 7% of similar postings on FindRole.

Peer median band

$131,300$196,000

Median floor and ceiling across peers.

Typical midpoint (25–75%)

$129,350$215,000

Middle half of comparable postings.

Based on 239 comparable postings.

* 240 is the maximum number of comparable postings sampled.

Employer

About Capital One Financial

Capital One Financial is a bank holding company specializing in credit cards, auto loans, banking, and savings products, known for its data-driven approach to consumer and commercial finance. Industry: Financial Services & Banking

Capital One Financial currently has 489 open roles on FindRole.

Listed pay typically runs $197,300–$225,100 across 483 roles with salary data.

Most-posted roles

View all roles at Capital One Financial

More like this

Similar roles

Principal Associate, Lending Platforms Administrator

Capital One Financial

Richmond, Va, US 35 days ago $98,900$112,900
Excel Google Sheets PivotTables Kubernetes Terraform Python SQL PostgreSQL CI/CD AWS Azure SaaS Project Management MuleSoft Jira Confluence Git Docker Prometheus Grafana

Principal Associate, Commercial Bank Marketing Strategist

Capital One Financial

Plano, Tx, US 16 days ago $120,800$137,900
Google Suite Tableau Salesforce Python PostgreSQL Kubernetes AWS Azure GCP Docker CI/CD Prometheus Grafana Git Jira Terraform JSON HTML CSS JavaScript React

Treasury Manager

Plaid

San Francisco Hq, US 36 days ago $100,321$198,000
TreasuryManagementSystem ACH NetSuite ERP AI CI/CD Kubernetes AWS Python PostgreSQL Docker Terraform Prometheus Grafana

Treasury Manager

Plaid

United States, US 36 days ago $100,321$198,000
TreasuryManagementSystem ACH NetSuite ERP AI CI/CD Python SQL PostgreSQL AWS Kubernetes

Sr. Treasury Manager

Intapp

Remote (Us Ca Palo Alto, US) 42 days ago
TreasuryManagementSystem Python SQL Excel SAP Oracle JPMorganChaseTreasuryServices SWIFT ACH ISO20022 SOX GAAP FATCA AML KYC CI/CD
Remote

VP, Treasury Operations

Salesforce

Remote (California - San Francisco, US) 23 days ago $212,700$374,400
Salesforce TMS ERP SOX FX_Hedging Capital_Markets Risk_Management CI/CD Python SQL Excel Sarbanes-Oxley SCA ACH SWIFT JPMorgan_Treasury_services SunGard_AvantGarde Oracle_Financial_Services_Autonomy
Remote