Treasury Management Client Support Specialist

4 weeks ago


Hoover, United States Cadence Bank Full time
About the Role

The Client Support Partner role at Cadence Bank will be involved with the sales and support of Treasury Management products to high-profile internal clients.

Key Responsibilities
  • Assist high-profile clients with routine sales inquiries
  • Assist in the preparation of proposals and cross-sell the existing client portfolio
  • Coordinate execution of all necessary implementation agreements, contracts, and documents
  • Submit paperwork and communicate back to the client on the status of implementation
  • Identify, diagnose, and resolve client issues; engage business partners and communicate with the 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
Requirements
  • 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
About Cadence Bank

Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with a disability.



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