Client Experience Partner, Banking & Treasury Solutions

Madison-Davis; Tampa, Saint Petersburg (FL, FL); On-site; USD 25,000 - 28,000; Full time

Job summary

Madison-Davis, LLC in Tampa/St. Petersburg, FL is seeking a Client Service Specialist to serve as the primary contact for commercial and corporate clients, coordinating with internal teams to resolve requests.

You will leverage treasury management knowledge and online banking tools to support client needs, identify opportunities for banking solutions, and ensure precise, timely service. This in-office role emphasizes attention to detail and strong relationship-building in a fast-paced financial

Qualifications

• Hands-on banking or treasury management experience.
• Strong attention to detail.
• Ability to manage multiple client requests and priorities.

Responsibilities

• Serve as a primary point of contact for assigned commercial and corporate clients, taking ownership of requests through resolution.
• Identify client needs and proactively address issues to maintain a positive overall client experience.
• Coordinate with internal business partners and subject-matter experts to ensure timely and effective resolution of client needs.
• Advocate for clients throughout the organization and ensure seamless communication when additional internal expertise is required.
• Develop strong working relationships with clients and internal teams to promote collaboration and consistent service.
• Identify potential cross-selling opportunities and connect clients with appropriate banking partners and solutions.
• Apply knowledge of commercial deposit products, treasury management services, and online banking platforms to support client needs.
• Manage multiple requests and competing priorities while maintaining a high level of accuracy and responsiveness.
• Utilize Microsoft Office, CRM tools, core banking systems, and other internal platforms to document and manage client activity.

Skills

Banking/treasury management experience

Client-focused approach

Attention to detail

Relationship management

Tools

CRM tools

Microsoft Office

Core banking systems

Job description

Madison-Davis, LLC in Tampa/St. Petersburg, FL is seeking a Client Service Specialist to serve as the primary contact for commercial and corporate clients, coordinating with internal teams to resolve requests.

You will leverage treasury management knowledge and online banking tools to support client needs, identify opportunities for banking solutions, and ensure precise, timely service. This in-office role emphasizes attention to detail and strong relationship-building in a fast-paced financial