Treasury Solutions Client Experience Specialist

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 provide frontline support for Treasury Solutions clients in a fast-paced environment. You will handle inquiries, document processes, and ensure data accuracy in the CRM while maintaining confidentiality.

The role requires strong communication, analytical skills, and a client-centric approach. Occasional after-hours work may be needed, and the position is based in the Birmingham area with flexibility for related footprint

Qualifications

• Experience delivering exceptional client service in banking.
• Excellent written and verbal communication is required.
• Strong analytical and problem-solving abilities.
• Ability to multitask and organize work efficiently.
• Ability to work with internal and external stakeholders.
• Knowledge of regulatory guidelines for customer authentication and disclosures.

Responsibilities

• Serve as front line for Treasury Solutions inquiries and client communications.
• Capture client information in the core CRM with Know Your Customer detail.
• Document problem solving steps and final resolutions in the CRM.
• Keep relevant parties updated through the CRM and core systems.
• Resolve client requests using system tools, research, and escalation when needed.
• Escalate complex/technical questions promptly with all data available.
• Demonstrate empathy and maintain professional client relationships.
• Gather client feedback for Product and Sales teams and stay current on Treasury Solutions products.

Skills

Client service

Communication skills

Analytical thinking

Problem solving

Teamwork

Multitasking

Organization

Regulatory awareness

Education

High School Diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Renasant Bank is seeking a Treasury Solutions Support Specialist to provide frontline support for Treasury Solutions clients in a fast-paced environment. You will handle inquiries, document processes, and ensure data accuracy in the CRM while maintaining confidentiality.

The role requires strong communication, analytical skills, and a client-centric approach. Occasional after-hours work may be needed, and the position is based in the Birmingham area with flexibility for related footprint