Treasury Management Client Service Specialist

2 weeks ago


Tupelo, Mississippi, United States Cadence Bank Full time
About the Role

The Client Support Partner role is a key position within our Treasury Management team, responsible for providing exceptional sales and support to high-profile internal clients.

This role requires a high level of customer service and satisfaction, with a strong focus on building and maintaining effective relationships.

Key Responsibilities
  • Assist high-profile clients with routine sales inquiries and prepare proposals to cross-sell existing client portfolios.
  • Coordinate the execution of implementation agreements, contracts, and documents.
  • Identify, diagnose, and resolve client issues, engaging business partners and communicating with customers, TM 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 to benefit existing clients.
  • Work with vendors as needed for third-party services.
Requirements
  • Excellent interpersonal skills to build and maintain effective relationships.
  • Strong organizational and follow-up skills.
  • Business professional with integrity, trustworthiness, and honesty, with the ability to handle confidential information.
  • 2-5 years of Treasury Management experience.
  • Advanced knowledge of Banking and Treasury Management.
  • Flexible hours between 7am-6pm.
  • Call Center experience.
About Us

Cadence Bank is committed to creating a diverse workforce that fosters problem-solving and creative thinking. We encourage everyone to apply, regardless of industry experience, as many skills are transferable.

We are an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.



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