Treasury Management Client Service Specialist I

Cadence Bank; Tupelo (MS); On-site; USD 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a Treasury Management Client Service Specialist to provide exceptional client service. In this role, you will handle client requests via phone and email, ensuring timely resolution of issues and maintaining high standards of professionalism. You will collaborate with internal teams to address client concerns, making a significant impact on client satisfaction. This position offers a chance to grow in the banking sector while working in a supportive environment that values diversity and integrity.

Qualifications

• 1-2 years experience in the Banking/Financial industry.
• Strong customer service experience in a contact center environment.

Responsibilities

• Deliver exceptional client experience through calls and emails.
• Resolve client issues promptly while adhering to quality standards.

Skills

Interpersonal Skills

Communication Skills

Organizational Skills

Customer Service

Critical Thinking

Attention to Detail

Education

Bachelor's Degree

Job description

Treasury Management Client Service Specialist I

What The Role Is:

The Treasury Management (TM) Client Service Specialist will be responsible for delivering an exceptional client experience. This position handles all Treasury Management Client Call and Email requests, including research requests, training inquiries, problem resolutions, password resets, and other requests received by 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 will 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.

How You Will Make an Impact:

1. Adhere to policies and procedures related to client maintenance rules.
2. Handle confidential and sensitive client information with attention to detail and procedural compliance.
3. Achieve first-time resolution for client issues and concerns.
4. Identify, diagnose, and resolve client issues; engage with business partners and communicate with customers, TM Sales Officers, and Relationship Managers.
5. Handle all call and email requests promptly, adhering to quality standards.
6. Collaborate with internal business partners to resolve client issues.
7. Partner with Treasury Operations to ensure timely completion of requests.

Skill Requirements:

1. Excellent interpersonal skills to build and maintain effective relationships.
2. Professional and courteous verbal and written communication skills.
3. Strong organizational and follow-up skills.
4. Minimum of 1-2 years experience in the Banking/Financial industry.
5. Business professionalism with integrity, trustworthiness, honesty, and ability to handle confidential information.
6. Outstanding customer service experience, particularly in a contact/call center environment handling phone and email communication.
7. Strong critical thinking skills.
8. High attention to detail.

Preferred Skills/Experience:

1. Experience in Treasury Management is highly preferred.
2. Experience in a banking contact center/call center environment.
3. Experience in high-volume call centers.

We encourage candidates with relevant experience and a passion for learning to apply. We value diversity and believe it fosters problem-solving and creative thinking. All qualified individuals are encouraged to apply.

Qualifications

Education: Bachelor's degree required.

Equal Opportunity Employer

This employer is committed to equal opportunity and complies with federal employment laws. Applicants are notified of their rights under these laws. For more information, review the Know Your Rights notice from the Department of Labor.