Treasury Management Client Service Specialist

6 days ago


Houston, Texas, United States Cadence Bank Full time
About the Role

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.
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 of Treasury Management experience.
  • Advanced knowledge of Banking and Treasury Management.
  • Flexible hours between 7am-6pm.
  • Call Center Experience.
About Cadence Bank

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.



  • Houston, Texas, United States Texas First Bank . Insurance Full time

    Job OverviewEnhance your career as a Treasury Management Support SpecialistTexas First Bank, a prominent independent community bank, has been serving the Southeast Texas region since 1973. With a commitment to our employees and the communities we serve, we pride ourselves on being one of the fastest-growing financial institutions in the area.Position...


  • Houston, Texas, United States Texas First Bank . Insurance Full time

    Job OverviewEnhance your career as a Treasury Management Support SpecialistTexas First Bank, established in 1973, is recognized as one of the rapidly expanding financial institutions in Southeast Texas. As a prominent independent community bank, we operate 27 banking centers across seven counties. Our employees are our greatest asset, dedicated to fostering...


  • Houston, Texas, United States Texas First Bank . Insurance Full time

    Job OverviewTransform your career with Texas First Bank's Treasury Management Support Specialist role.Texas First Bank, a prominent independent community bank established in 1973, is recognized as one of the fastest-growing financial institutions in Southeast Texas. With a network of 27 banking centers across multiple counties, our employees are our greatest...


  • Houston, Texas, United States Linscomb & Williams Full time

    Position OverviewThe Treasury Management Client Support Associate will play a vital role in delivering sales and support for Treasury Management solutions to esteemed internal clients. Key ResponsibilitiesThe Associate will:1. Assist high-profile clients with standard sales inquiries.2. Aid in the development of proposals and promote cross-selling...


  • Houston, Texas, United States Cadence Bank Full time

    About the RoleThe 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...


  • Houston, Texas, United States BOK Financial Full time

    Position OverviewThe Treasury Management Officer IV is responsible for identifying, marketing, and implementing the Bank's suite of commercial depository services and treasury management solutions. This role serves as a critical link between clients and the Bank's operational teams, ensuring seamless service delivery and addressing any service-related...


  • Houston, Texas, United States Adroit Partners, LLC Full time

    Adroit Partners, LLC is looking for a meticulous Financial Treasury Specialist to become a vital part of our finance department. The successful candidate will possess a robust understanding of financial principles and accounting standards, particularly in treasury operations.We value individuals who are quick learners, thrive in a dynamic environment, manage...


  • Houston, Texas, United States BOK Financial Full time

    Position OverviewThe Treasury Management Officer IV is responsible for identifying, marketing, and implementing the Bank's commercial depository and treasury management solutions to both existing and prospective clients. This role serves as a critical link between clients and the Bank's operational departments, ensuring seamless service delivery and...


  • Houston, Texas, United States BOK Financial Full time

    Position OverviewThe Treasury Management Officer IV is responsible for identifying, marketing, and implementing the Bank's commercial deposit and treasury management solutions. This role serves as a key point of contact between clients and the Bank's operational departments, ensuring seamless service delivery and addressing any service-related concerns. The...


  • Houston, Texas, United States Truist Full time

    About the Role:We are seeking a highly skilled Treasury Solutions Consultant to join our team at Truist. As a key member of our sales team, you will be responsible for consultative sales of Treasury Solutions products and services to assigned client groups.Key Responsibilities:Execute sales plans and develop strong partnerships with internal stakeholders to...


  • Houston, Texas, United States InsideHigherEd Full time

    Job Title: Senior Manager, Treasury Location: System Office Regular/Temporary: Regular Full/Part Time: Full-Time Job ID: 41530Commitment to MissionThis position entails a commitment to uphold the mission of the institution while executing the responsibilities of the role. A dedication to fostering positive interpersonal relationships, professional...


  • Houston, Texas, United States Venterra Realty Full time

    Senior Treasury Analyst Opportunity at Venterra RealtyCompany OverviewVenterra Realty stands as a robust, privately owned investment and technology firm, managing approximately $5.0 billion in assets and generating over $375 million in annual revenue. We operate over 80 multi-family residential properties in dynamic and expanding U.S. markets.Ideal...


  • Houston, Texas, United States Pyramid Consulting, Inc Full time

    We are currently seeking a skilled SAP FICO Consultant for a significant contract opportunity. This role offers the potential for long-term engagement and requires expertise in the financial sector.Position Overview:This position involves a critical role in testing back-office solutions, particularly focusing on Finance and Treasury functionalities. The...


  • Houston, Texas, United States BankTalent HQ Full time

    About the RoleAt BankTalent HQ, we're committed to delivering exceptional service to our clients. We're seeking a highly motivated and service-minded individual to join our Treasury Management team as a Client Service Specialist.Key ResponsibilitiesProvide exceptional customer service to Treasury Management clients, addressing a broad range of issues and...


  • Houston, Texas, United States BankTalent HQ Full time

    About the RoleAt BankTalent HQ, we're committed to delivering exceptional service to our clients. We're seeking a highly motivated and service-minded individual to join our Treasury Management team as a Client Service Specialist.Key ResponsibilitiesProvide exceptional customer service to Treasury Management clients, addressing a broad range of issues and...


  • Houston, Texas, United States BankTalent HQ Full time

    About the RoleAt BankTalent HQ, we're committed to delivering exceptional service to our clients. We're seeking a highly motivated and service-minded individual to join our Treasury Management team as a Client Service Specialist.Key ResponsibilitiesProvide exceptional customer service to Treasury Management clients, addressing a broad range of issues and...

  • Director - Treasury

    3 months ago


    Houston, Texas, United States KBR Full time

    Title:Director - TreasuryKBR — Delivering Solutions, Changing the World.KBR brings together the best and brightest to deliver science, technology and engineering solutions that help governments and companies around the world accomplish their most critical missions and objectives.In everything we do, we are guided by our ONE KBR Values:We Value Our People...


  • Houston, Texas, United States Venterra Realty Full time

    About the RoleWe are seeking a highly skilled Senior Treasury Analyst to join our team at Venterra Realty. As a key member of our finance department, you will play a pivotal role in enhancing the analysis and reporting of our treasury function to support management decisions.Key ResponsibilitiesDrive Cash Management activities and analysis, including the...


  • Houston, Texas, United States Venterra Realty Full time

    Senior Treasury Analyst Position at Venterra RealtyCompany OverviewVenterra Realty is a robust, privately owned investment and technology firm managing approximately $5.0 billion in assets and generating over $375 million in revenue. We operate over 80 multi-family residential properties in rapidly expanding urban areas across the United States.Ideal...


  • Houston, Texas, United States Truist Full time

    Job DescriptionAbout the RoleWe are seeking a highly skilled and experienced Client Service Specialist to join our team at Truist. As a Client Service Specialist, you will be responsible for providing exceptional internal and external service support to our clients, vendors, and teammates.Key ResponsibilitiesProcess new and renewal business within timelines...