Treasury Management Specialist

Capital One - US
Richmond, VA Full Time
POSTED ON 10/8/2021 CLOSED ON 11/7/2021

What are the responsibilities and job description for the Treasury Management Specialist position at Capital One - US?

West Creek 5 (12075), United States of America, Richmond, Virginia

Treasury Management Specialist

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 100 miles driving distance from one of our Capital One hubs in Richmond, VA, McLean, VA or Melville, NY.

As a Treasury Management Specialist, you will be on the frontline of delivering on our commitment to an exceptional client experience. You’ll support our commercial clients both proactively and reactively, during their onboarding and afterwards. You’ll be empowered to take ownership of the full client experience to include onboarding new services, daily servicing and in some cases offboarding. You’ll become an expert (through training we will provide) on our Treasury Management products and services, supporting clients in their use of our products to ensure they receive the best experience possible. Collaborating with multiple teams, you’ll analyze and resolve client issues and serve as our customers’ advocate among internal stakeholders, providing thoughtful feedback on where customers are achieving their goals as well as where their needs are not being met.

Summary of Responsibilities:

  • Fulfills various requests related to customer payments

  • Researches and resolves a wide variety of issues and queries using independent judgment with little or no assistance

  • Inputs data changes on a wide variety of accounts

  • Executes tasks efficiently, following established procedures and according to regulatory and customer experience requirements

  • Exercises judgement to make independent decisions, when necessary

  • Works with teammates and partner groups to proactively identify process improvements and best practices

  • Help develop and update process maps, procedures, or other artifacts; may maintain/ update documentation for new and existing processes.

  • Contributes to or leads special projects in a limited capacity

  • Investigates and resolves customer issues with little or no assistance

  • Provides support to customer-facing associates for international and domestic wires

  • Supports multiple payment processes

  • Build relationships with partners to ensure best practices are being administered

  • Attend ad hoc meetings as a subject matter expert in areas of expertise

  • History of supporting and leveraging resources across the value stream

  • 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

Work at Home Technology Requirements:

  • A secure home office environment that is free from background noise and distractions

  • A reliable private internet connection that is not supplied by use cellular data (hot spot)

    • Cable or fiber connections are preferred

    • Internet service download speeds must be at least 5 mbps, with 10 mbps preferred - check your download speed using a speed test. A sample one can be found here. To test your home internet from your personal computer at home, type www.speedtest.net into the web browser of your personal computer.

    • Sustained ability to maintain latency less than 250 ms in voice calls is required

  • Hard wired connectivity is preferred, any use of wireless connectivity must be Private (non-public) and password protected through WPA2-PSK (AES) encryption. If you have any questions about your encryption, please consult with your internet provider

    • A private network is password protected where you have ownership or line of sight to every device on the network

  • Capital One reserves the right to request proof of internet provider, speed and service package from the associate

  • Requirements are subject to change, as new systems and technology is delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice.


Candidates must live within 100 miles driving distance of one of the hub locations based in Richmond, VA, McLean, VA or Melville, NY.

Basic Qualifications:

  • High School Diploma, GED, or equivalent certification

  • At least 1 year of Operations experience

  • At least 1 year of Banking experience

  • At least 1 year of experience with Microsoft Office

Preferred Qualifications:

  • Bachelor's Degree or military experience

  • At least 2 years of experience in customer service

  • At least 2 years of Operations experience

  • At least 2 years of Banking experience

  • At least 2 years of experience with Microsoft Office and Google Suite (Sheets, Slides)

  • At least 1 year of experience in Risk Management

  • At least 1 year of experience using Salesforce

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

No agencies please. Capital One is an Equal Opportunity Employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

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