The Client Support Specialist II is an experienced client services professional who provides a variety of services to private bank clients and the Bankers who engage the decision-makers for Private Banking relationships. Manages a portfolio of clients for all servicing needs (e.g. research, account opening, account servicing) while playing an advisory role with clients to retain and deepen client relationships, including direct outreach. Performs all front-office operations activities (within audit requirements) for the client and acts as a client advocate throughout the bank. Proactively communicates with clients for any impacts or upgrades that impact their banking relationship. Provides their aligned banker(s) with insight on the portfolio trends (revenue changes, balance changes, large withdrawals) for indications of potential attrition, as well as proxy support with pipeline maintenance and portfolio data integrity.

Responsibilities:

Ensuring each of their dedicated clients receives a superior service experience that acts as a differentiator in the Private banking market.

Providing dedicated support to their aligned Relationship Manager(s) and serve as the primary point-of-contact for the client on all day to day service requests.

Owns all servicing aspects of the relationships, performing key servicing and front-office operational activities including advances/ paydowns, profile/account maintenance, opening and closing Deposit Accounts accurately and in compliance with AML and CIP regulations, ensuring the data integrity across all critical systems.

Primary liaison on behalf of the client with all partners (Commercial , Retail & SBB) advocates to drive critical and timely problem resolution.

Routinely profile customers and initiate recommendations with the Relationship Manager to properly onboard, service and review the relationship on an ongoing basis.

Engage in advisory conversations with the day to day operator to ensure clients routine servicing needs are met and we are retaining/expanding the servicing aspects of the relationship.

Focus on the portfolio to ensure data is accurate and linked properly.

Routinely meet with the Relationship Manager to discuss Eligibility to Private Banking. .

Review Overdrafts (Vector)on a daily basis and keep RM informed of regular offenders.

Perform peer reviews on colleagues’ service request cases and discuss opportunities related to the case.

Participate in project-based work (e.g.: process and associate improvement, P&P update projects, etc..)

Basic Qualifications:

At least 4 years of banking experience

At least 2 years of client service experience

Preferred Qualifications:

3+ years of client service experience

Bachelor’s Degree or Military Experience

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