Treasury Management Client Service Specialist
6 days ago
The Client Support Partner role will be involved with the sales and support of Treasury Management products to high-profile internal clients. The CSP II will assist high-profile clients with routine sales inquiries; assist in the preparation of proposals and cross-sell the existing client portfolio. Success in this role requires the ability to provide a high level of customer service and satisfaction. Critical attributes in this position include having high attention to detail and timeliness and being able to provide accurate documentation, while thoroughly understanding our internal systems.
Key Responsibilities- Coordinate the 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.
- Independently manage workflow and expectations of the role with little oversight.
- Keep management informed of area activities and of any significant problems.
- 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 of Treasury Management experience.
- Advanced knowledge of Banking and Treasury Management.
- Flexible hours between 7am-6pm.
- Call Center Experience.
Cadence Bank is an equal opportunity employer and is committed to creating a diverse workforce. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.
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