Treasury Solutions Client Advocate

Renasant Bank; Birmingham (AL); On-site; USD 60,000 - 75,000; Full time

Job summary

Renasant Bank is seeking a Treasury Solutions Support Specialist to serve as the front line for Treasury client inquiries and issues. You will ensure timely responses, document interactions in the CRM, and collaborate with product and sales teams to enhance client experience.

The role requires strong communication, problem solving, and a customer-first mindset. This position emphasizes adherence to regulatory guidelines, confidentiality, and continuous learning of Treasury Solutions products and

Qualifications

• Requires a high school diploma or equivalent; Bachelor's degree preferred.
• Excellent written and verbal communication skills are required.
• Strong customer service mindset with ability to manage client relationships.
• Analytical and problem-solving skills with attention to detail.
• Proficiency with Microsoft Office and CRM systems; able to navigate core banking tools.

Responsibilities

• Provide exceptional client experiences for Treasury Solutions products and services.
• Capture and document client information in the core CRM system to support Know Your Customer
• Document problem solving steps and final resolution in the system
• Keep stakeholders updated through the core system or CRM during cases
• Resolve client requests through system tools, research, and escalation when needed
• Escalate complex questions to appropriate resource quickly and efficiently
• Demonstrate patience and empathy with challenging clients
• Gather client feedback for Product and Sales teams
• Stay current on Treasury Solutions products, industry trends and regulatory changes
• Maintain confidentiality and comply with regulatory guidelines and company policies
• Flexibility with work schedule, including potential nights and weekends

Skills

Customer service

Communication skills

Analytical thinking

Problem solving

Attention to detail

MS Office

Team collaboration

Regulatory knowledge

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

CRM systems

Microsoft Office

Job description

Renasant Bank is seeking a Treasury Solutions Support Specialist to serve as the front line for Treasury client inquiries and issues. You will ensure timely responses, document interactions in the CRM, and collaborate with product and sales teams to enhance client experience.

The role requires strong communication, problem solving, and a customer-first mindset. This position emphasizes adherence to regulatory guidelines, confidentiality, and continuous learning of Treasury Solutions products and