Private Wealth Advisor (Private Client - Personal Strategy) - San Fran…
EmpowerSalary not specified
Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries
Requirements
- High School Diploma, GED, or Equivalent Certification
- At least 1 year of Retail, Sales or Customer Service experience
- At least 6 months of cash handling experience
- Preferred Qualifications
- Associate’s degree
- 2+ years of Retail, Sales, or Banking Experience
Responsibilities
- Perform a wide variety of transactions including check cashing, deposits, transfers, and withdrawals while monitoring fraud mitigation and adhering to operational policies and procedures
- Resolve customer inquiries quickly and efficiently to deliver an extraordinary customer experience
- Connect with customers, help with technology challenges, engage in casual conversation, and showcase Capital One's services and products
- Reduce customer financial anxiety by determining personal and business financial needs and pulling in experts to guide customers
- Ensure compliance with all audit, security policies, procedures, Bank policy, and Federal regulations
- Support customers in all areas of the branch, including cash handling and service needs, rotating based on customer needs to improve the retail experience with fewer handoffs
- Learn and educate customers on Capital One's products, services, experiences, mobile, and online banking channels using branch laptops and iPads
- Work as a team player with banking professionals, inspiring and being inspired by teammates
- Research and answer customer inquiries using various tools and channels to enhance retention and engagement by recommending appropriate solutions
- Travel between branches in the assigned local area and support the assigned market
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
Is this a full-time position?
Yes, this is a full-time role.
Is remote work available for the Branch Ambassador role?
This information is not specified in the job description.
What skills are required for the Branch Ambassador position?
Key skills include being friendly and engaging with customers, digitally savvy to showcase mobile and online banking, adaptable with a growth mindset, compliant with bank policies, and a strong team player.
What is the company culture like at Capital One branches?
The culture emphasizes an energized team of banking professionals who inspire each other, a reimagined banking experience focused on customer needs, and enhancing financial lives in local communities with outgoing, passionate people.
What makes a strong candidate for this Branch Ambassador role?
Strong candidates are outgoing people persons who are customer experience-obsessed, naturally curious learners with a growth mindset, digitally savvy, compliant, and passionate about reimagined banking.
Capital One
Offers diverse financial products and services
About Capital One
Capital One provides a variety of financial services aimed at making banking accessible and easy for everyone. The company offers products such as credit cards, savings accounts, car loans, and business checking accounts, catering to both individual consumers and small businesses primarily in the United States. Capital One's approach includes user-friendly banking solutions with no fees or minimums for checking accounts, allowing customers to manage their finances more effectively. They generate revenue through interest on loans, credit card fees, and investment banking services. What sets Capital One apart from its competitors is its strong commitment to financial inclusion and literacy, demonstrated through community partnerships and educational initiatives, such as collaborations with Khan Academy. The company's goal is to create a more inclusive financial system and empower customers with the knowledge and tools they need to make informed financial decisions.
McLean, VirginiaHeadquarters
2014Year Founded
$15.9MTotal Funding
IPOCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees
Benefits
Medical, Dental, & Vision coverage
Onsite Health Centers
Prescription saving with network of local pharmacies
Stock Purchase Plan
Education Assistance
401(k)
Flexible Spending Accounts
Life and Disability insurance
Generous paid time off + corporate & floating holidays
Registered dieticians on site, cooking classes and free virtual fitness classes
Employee Assistance Program
Risks
Increased competition in subscription management tools may dilute Capital One's advantage.
Over-reliance on partnerships could expose Capital One to technological risks.
Departure of key personnel like Joe Rodriguez may affect risk management continuity.
Differentiation
Capital One offers user-friendly banking with no fees or minimums for checking accounts.
The company partners with Khan Academy to provide financial literacy education.
Capital One is the first major U.S. bank to offer subscription management tools.
Upsides
Capital One's mobile app is a model for secure, user-friendly digital banking.
Data sharing with Worldpay enhances payment security and fraud prevention.
Partnerships with fintechs like Minna Technologies improve customer experience.
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