Treasury Management Client Service Specialist
2 weeks ago
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.
- 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.
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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