Principal Associate - Small Business Onboarding - Remote Eligible

Principal Associate - Small Business Onboarding - Remote Eligible

The name of our organization is Business Cards & Payments (BC&P)! The word “Business” reflects our mission to serve a broad range of customers, and aligns with our external positioning as Capital One Business. “Cards & Payments” reflects our current leadership position in Small Business and Commercial Cards - as well as our aspiration to serve a wide range of needs for our customers Beyond the Card.

The role:

Are you an organized and process oriented individual that enjoys relationship generation and helping clients achieve their goals? In Capital One’s Business Cards & Payments Small Business Onboarding Team, you will find a culture that rewards such entrepreneurial spirit. We believe in unlocking the power of people and equipping you to do great things! We are looking for like-minded people who can share our passion for success. 

The ideal candidate will be able to work in a fast-paced environment with changing priorities, have strong relationship building skills, and be able to work with and influence internal partners to onboard new clients. Associate is expected to manage a portfolio of clients with a key focus on growth and implementation success. Throughout their treatment, the associate is responsible for taking ownership of their business with a focus on maintaining a well managed portfolio by 

• Facilitating project management to assist Field team and customer in keeping onboarding moving

• Having an established process for project management, communication and follow through for internal and external stakeholders

• Engaging internal resources (SME’s) for escalations or custom technical requirements 

• Acquiring the knowledge and skills necessary to help clients quickly onboard their products/services and support them in ramping up to full utilization

• Preparing, reviewing, and executing documentation in accordance with Capital One's policies and procedures

• Coordinating with internal partners to ensure successful implementation, understanding, product ramp-up of products and services

• Assisting clients in navigating the bank by liaising with servicing, underwriting, escalation path and other partner teams when necessary

• Working to resolve client service issues or routes to appropriate partners for completion, and communicates ownership back to stakeholders

• Taking ownership of metrics defined by leadership and actively works to ensure items are updated accordingly

• Teaching the client to use the program independently and effectively

• Building plans with clients to deliver on purchase volume expectations by influencing the client to provide necessary data, guiding client change management, and ensuring vendors are “won” and “onboarded”

• Working with leadership and mentors on personal development of competencies and with peers to assist with development.

• Regularly identifying opportunities to improve the client experience and enhance Capital One's brand in the market

• Ability to work seamlessly in a changing and dynamic environment autonomously
   

The Ideal Candidate Would:

• Have a proven track record of successful face to face or phone based client management experience.

• Be a driven, focused, autonomous individual, and an independent thinker.

• Be an influential verbal communicator, able to quickly move key decision makers through a change curve via a proactive virtual based approach.

• Have a consultative mindset and the ability to adapt to an ever changing environment.

• Leverages a diverse network of peers, customers, and outside partner teams as well as formal channels to secure buy-in and create value in core programs

• Identifies improvements, builds proposals & creates buy-in with leaders for their ideas/proposals

• Beginning to demonstrate ability to gain trust from leaders and partners, building buy-in and consensus that accelerates decisions 

• Understands key stakeholders and actively helps to problem solve for their concerns/questions 
   

Capital One is open to hiring a Remote Employee for this opportunity.

Basic Qualifications:

• Bachelor’s Degree or Military experience