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TM Client Service Specialist I

1 month ago


Tupelo, United States Cadence Bank Full time

Cadence Bank - TM Client Service Specialist I - TMCLI002250 - Tupelo, Mississippi This position is for a TM Client Service Specialist I with a company location in Tupelo , MS. Summary: The Client Support Partner role will be involved with the sales and support of Treasury Management products to high profile internal clients. The CSP II will assist high profile clients with routine sales inquiries, assist in the preparation of proposals, and cross-sell the existing client portfolio. Success in this role requires the ability to provide a high level of customer service and satisfaction. Critical attributes include high attention to detail, timeliness, and the ability to provide accurate documentation while thoroughly understanding our internal systems. Successful incumbents possess written and verbal communication skills, sales and relationship management skills, analytical and problem-solving skills, as well as organizational and time management skills. Must demonstrate adaptability and flexibility in process, technology, and industry. Duties and Responsibilities: Coordinate execution of all necessary implementation agreements, contracts, and documents. Submit paperwork and communicate back to the client on status of implementation. Identify, diagnose, and resolve client issues; engage business partners and communicate with customer, TM Sales Officer, and/or Relationship Manager. Proactively identify, evaluate, recommend, and implement changes to operational processes/procedures resulting in departmental efficiencies. Serve as a point of escalation on behalf of the client to ensure timely issue resolution. Identify cross-sell opportunities that will benefit our existing clients. Work with vendors when applicable for third-party services. Independently manage workflow and expectations of the role with little oversight. Keep management informed of area activities and any significant problems. Requirements and Qualifications Include: Excellent interpersonal skills to build and maintain effective relationships. Strong organizational and follow-up skills. Business professional with integrity, trustworthy, honest, and able to handle confidential information. 2-5 years Treasury Management experience. Advanced knowledge of Banking and Treasury Management. Flexible hours between 7am-6pm. Call Center Experience. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information, or any other status protected under applicable local, state, or federal nondiscrimination laws. #J-18808-Ljbffr