Cadence Bank
Overview
Treasury Management Client Service Specialist I
The Treasury Management (TM) Client Service Specialist will be responsible for delivering an exceptional client experience. This position will handle all Treasury Management Client Call and Email requests, including 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 client service specialist will escalate any ongoing issues or client concerns that they are unable to resolve.
Role is on-site and can sit in Tupelo, Mississippi; Birmingham, Alabama; Atlanta, Georgia; or Houston, Texas
Responsibilities
The ability to adhere to policies and procedures as they relate to client maintenance rules.
Handle confidential and sensitive client information with sharp attention to detail and procedure.
Provide first-time resolution for client issues and/or concerns.
Identify diagnoses and resolve client issues; engage business partners and communicate with the customer, TM Sales Officer and/or Relationship Manager.
Handle all Call and Email requests in a timely manner while adhering to the 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.
Qualifications Skill Requirements
Excellent interpersonal skills to build and maintain effective relationships.
Professional and courteous verbal and written communication skills.
Strong organizational and follow up skills.
1-2 years' minimum experience in the Banking/Financial industry.
Business professional with integrity, trustworthy, honest and able to handle confidential information.
Outstanding customer service experience in a contact/call center environment, providing customer service over phone and email.
Great critical thinking skills.
Strong attention to detail.
Preferred Skills/Experience
Strong preference for candidates with experience in Treasury Management.
Contact Center/Call Center experience in a banking environment.
High volume call center experience.
Note:
If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. 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.
Qualifications Details 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)
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.
#J-18808-Ljbffr
The Treasury Management (TM) Client Service Specialist will be responsible for delivering an exceptional client experience. This position will handle all Treasury Management Client Call and Email requests, including 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 client service specialist will escalate any ongoing issues or client concerns that they are unable to resolve.
Role is on-site and can sit in Tupelo, Mississippi; Birmingham, Alabama; Atlanta, Georgia; or Houston, Texas
Responsibilities
The ability to adhere to policies and procedures as they relate to client maintenance rules.
Handle confidential and sensitive client information with sharp attention to detail and procedure.
Provide first-time resolution for client issues and/or concerns.
Identify diagnoses and resolve client issues; engage business partners and communicate with the customer, TM Sales Officer and/or Relationship Manager.
Handle all Call and Email requests in a timely manner while adhering to the 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.
Qualifications Skill Requirements
Excellent interpersonal skills to build and maintain effective relationships.
Professional and courteous verbal and written communication skills.
Strong organizational and follow up skills.
1-2 years' minimum experience in the Banking/Financial industry.
Business professional with integrity, trustworthy, honest and able to handle confidential information.
Outstanding customer service experience in a contact/call center environment, providing customer service over phone and email.
Great critical thinking skills.
Strong attention to detail.
Preferred Skills/Experience
Strong preference for candidates with experience in Treasury Management.
Contact Center/Call Center experience in a banking environment.
High volume call center experience.
Note:
If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. 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.
Qualifications Details 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)
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.
#J-18808-Ljbffr