Remote Treasury Onboarding Specialist for Client Success

Capital One; Plano (TX); Hybrid; USD 81,000 - 92,000; Full time

Job summary

Capital One is seeking a Senior Associate for Treasury Management Operations to manage end-to-end client onboarding and product implementations. The role requires strong communication, risk awareness, and deep product knowledge to ensure a superior client experience.

Ideal candidates have 2+ years in PM or customer service, with familiarity in Treasury Management products and related testing. A hybrid work model is available with on-site collaboration as needed.

Qualifications

• High School Diploma or GED required.
• 2+ years of experience in customer service, business process management or project management.
• Experience with Microsoft Office or Google Suite helpful.

Responsibilities

• Act as project manager for new client/new product setups and define implementation activities.
• Create and manage implementation project plans with internal and client stakeholders.
• Coordinate testing activities with clients and vendors for a smooth product rollout.
• Liaise with business partners to facilitate timely setup of clients' products and services.
• Lead and conduct training to ensure a seamless client transition to new products.

Skills

Client communication

Project management

Microsoft Office

Treasury management

Education

High School Diploma

Bachelor's Degree

Tools

Microsoft Office Suite

Job description

Capital One is seeking a Senior Associate for Treasury Management Operations to manage end-to-end client onboarding and product implementations. The role requires strong communication, risk awareness, and deep product knowledge to ensure a superior client experience.

Ideal candidates have 2+ years in PM or customer service, with familiarity in Treasury Management products and related testing. A hybrid work model is available with on-site collaboration as needed.