Treasury Management Client Support Specialist
4 weeks ago
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
- 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
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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