What are the responsibilities and job description for the Treasury Management Client Service Specialist I position at Cadence Bank?
DescriptionQualifications
Behaviors
Motivations
Education
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.
What The Role Is:
The TM Client Service Specialist will be responsible for delivering an exceptional client experience. This position will be responsible for handling all Treasury Management Client Call and Email requests. The Premier Partner will be handling research requests, training inquiries, problem resolutions, password resets and all other requests received by phone or email. All new and maintenance requests requiring COA approval will be escalated to the customers assigned Implementation Project Partner and/or Client Service Partner. The Premier Partner will need to escalate any ongoing issues or client concerns that they are unable to resolve.
How You will Make an Impact
- The ability to adhere to policies and procedures as they relate to client maintenance rules.
- First time resolution for client issues and/or concerns.
- Identifies diagnoses and resolves client issues; engages business partners and communicates with customer, TM Sales Officer and/or Relationship Manager.
- Handle all Call and Email requests in a timely manner while adhering to our Quality-scoring matrix.
- Work with internal business partners to solve client issues.
- Partner with Treasury Operations to ensure requests are completed in a timely manner.
Who You Are
- Excellent interpersonal skills to build and maintain effective relationships.
- Strong organizational and follow up skills.
- 2-5 years Treasury Management experience
- Advanced knowledge of Banking and Treasury Management
- Business professional with integrity, trustworthy, honest and able to handle confidential information.
- Customer Service Experience.
Behaviors
Team Player - Works well as a member of a group
Motivations
Self-Starter - Inspired to perform without outside help
Education
High School (required)
Bachelors of Finance (preferred)
High School (required)
Bachelors of Finance (preferred)
High School (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.
