Cadence Bank
Treasury Management Client Service Specialist I
Cadence Bank, Atlanta, Georgia, United States, 30383
Treasury Management Client Service Specialist I
Role Overview:
The Treasury Management (TM) Client Service Specialist is responsible for delivering exceptional client experiences by handling all Treasury Management client call and email requests. Responsibilities include managing research requests, training inquiries, problem resolutions, password resets, and other client requests via phone or email. All new and maintenance requests requiring COA approval will be escalated to the assigned Implementation Project Partner and/or Client Service Partner. The specialist must escalate ongoing issues or client concerns they are unable to resolve.
Location:
This role is on-site and can be based in Tupelo, Mississippi; Birmingham, Alabama; Atlanta, Georgia; or Houston, Texas.
Impact and Responsibilities:
Adhere to policies and procedures related to client maintenance.
Handle confidential and sensitive client information with attention to detail and procedure.
Achieve first-time resolution for client issues or concerns.
Diagnose and resolve client issues, engaging with business partners and communicating with customers, TM Sales Officers, and/or Relationship Managers.
Respond promptly to call and email requests, maintaining quality standards.
Collaborate with internal partners to resolve client issues.
Partner with Treasury Operations to ensure timely request completion.
Required Skills and Qualifications:
Excellent interpersonal skills for effective relationship building.
Professional and courteous verbal and written communication skills.
li>Strong organizational and follow-up skills. Minimum of 1-2 years’ experience in the Banking/Financial industry.
Business professionalism, integrity, trustworthiness, and ability to handle confidential information.
Outstanding customer service experience, preferably in a contact/call center environment handling phone and email communications.
Strong critical thinking skills.
Exceptional attention to detail.
Preferred Skills and Experience:
Experience in Treasury Management is highly preferred.
Experience working in a banking contact center or call center.
Experience in high-volume call center environments.
We encourage candidates with relevant experience and a passion for learning to apply. We value diversity and believe it fosters problem-solving and innovation. All qualified individuals are encouraged to apply.
Education:
Bachelor's degree required.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. For more information, review the
Know Your Rights
notice from the Department of Labor.
#J-18808-Ljbffr
Role Overview:
The Treasury Management (TM) Client Service Specialist is responsible for delivering exceptional client experiences by handling all Treasury Management client call and email requests. Responsibilities include managing research requests, training inquiries, problem resolutions, password resets, and other client requests via phone or email. All new and maintenance requests requiring COA approval will be escalated to the assigned Implementation Project Partner and/or Client Service Partner. The specialist must escalate ongoing issues or client concerns they are unable to resolve.
Location:
This role is on-site and can be based in Tupelo, Mississippi; Birmingham, Alabama; Atlanta, Georgia; or Houston, Texas.
Impact and Responsibilities:
Adhere to policies and procedures related to client maintenance.
Handle confidential and sensitive client information with attention to detail and procedure.
Achieve first-time resolution for client issues or concerns.
Diagnose and resolve client issues, engaging with business partners and communicating with customers, TM Sales Officers, and/or Relationship Managers.
Respond promptly to call and email requests, maintaining quality standards.
Collaborate with internal partners to resolve client issues.
Partner with Treasury Operations to ensure timely request completion.
Required Skills and Qualifications:
Excellent interpersonal skills for effective relationship building.
Professional and courteous verbal and written communication skills.
li>Strong organizational and follow-up skills. Minimum of 1-2 years’ experience in the Banking/Financial industry.
Business professionalism, integrity, trustworthiness, and ability to handle confidential information.
Outstanding customer service experience, preferably in a contact/call center environment handling phone and email communications.
Strong critical thinking skills.
Exceptional attention to detail.
Preferred Skills and Experience:
Experience in Treasury Management is highly preferred.
Experience working in a banking contact center or call center.
Experience in high-volume call center environments.
We encourage candidates with relevant experience and a passion for learning to apply. We value diversity and believe it fosters problem-solving and innovation. All qualified individuals are encouraged to apply.
Education:
Bachelor's degree required.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. For more information, review the
Know Your Rights
notice from the Department of Labor.
#J-18808-Ljbffr