Treasury Solutions Advocate — Flexible Client Experience

Renasant Bank; Memphis (TN); Vor Ort; USD 52.000 - 68.000; Vollzeit

Zusammenfassung

Renasant Bank is seeking a Treasury Solutions Support Specialist to provide proactive client support for Treasury Solutions products. You will work with Treasury clients and banking partners, responding to inquiries with timely, accurate information while maintaining strong relationships.

Responsibilities include capturing data in our CRM, documenting resolutions, and staying current on product offerings. The role may require flexibility for evenings/weekends and adherence to regulatory

Qualifikationen

• Minimum requirement is a high school diploma or equivalent; a Bachelor’s degree is preferred.
• Proven track record of delivering exceptional client service in banking or financial services.
• Strong written and verbal communication with the ability to articulate solutions clearly.

Aufgaben

• Advocate for exceptional client experiences to promote retention and references.
• Capture client data in the CRM and core systems for KYC and client profiles.
• Document problem solving steps and final resolutions in the CRM.
• Keep relevant stakeholders updated through the core system and CRM.
• Resolve client requests using system tools, research, and escalation when needed.
• Escalate complex questions promptly to the right resource with context.
• Demonstrate patience and empathy in difficult cases with clients.
• Gather client feedback for product and sales teams.
• Stay current on Treasury Solutions products and industry trends.

Kenntnisse

Customer service

Communication skills

Analytical thinking

Problem solving

Multitasking

Team collaboration

Ausbildung

HS diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Office

CRM systems

Jobbeschreibung

Renasant Bank is seeking a Treasury Solutions Support Specialist to provide proactive client support for Treasury Solutions products. You will work with Treasury clients and banking partners, responding to inquiries with timely, accurate information while maintaining strong relationships.

Responsibilities include capturing data in our CRM, documenting resolutions, and staying current on product offerings. The role may require flexibility for evenings/weekends and adherence to regulatory