Treasury Management Client Service Specialist

1 week ago


Atlanta, Georgia, United States Linscomb & Williams Full time
Job Summary

We are seeking a highly skilled Treasury Management Client Service Specialist to join our team at Linscomb & Williams. As a key member of our sales and support team, you will be responsible for providing exceptional customer service and support to our high-profile internal clients.

Key Responsibilities
  • Assist clients with routine sales inquiries and provide timely and accurate responses.
  • Prepare and submit proposals and cross-sell existing client portfolios.
  • Identify and diagnose client issues, engage business partners, and communicate with customers, sales officers, and relationship managers.
  • Proactively identify and implement changes to operational processes and procedures to improve departmental efficiencies.
  • Serve as a point of escalation for clients to ensure timely issue resolution.
  • Identify cross-sell opportunities that benefit existing clients.
  • Work with vendors to provide third-party services.
Requirements
  • 2-5 years of Treasury Management experience.
  • Advanced knowledge of Banking and Treasury Management.
  • Excellent interpersonal and organizational skills.
  • Business professional with integrity, trustworthiness, and honesty.
  • Flexible hours between 7am-6pm.
  • Call Center experience.
Preferred Qualifications
  • Bachelor's degree in Finance or related field.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are passionate about providing exceptional customer service and support, we encourage you to apply.



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