Treasury Solutions Client Success Specialist

Renasant Bank; Atlanta (GA); On-site; USD 52,000 - 73,000; Full time

Job summary

Renasant Bank is seeking a Treasury Solutions Support Specialist to serve as the front line for client and partner inquiries, ensuring timely and accurate responses. You will capture client data in CRM, document solutions, and escalate when needed, while upholding confidentiality and security standards.

The role requires strong communication, analytical skills, and a commitment to exceptional client service, with flexibility for evenings or weekends and ongoing product knowledge updates.

Qualifications

• Three years of banking experience with at least one year in a client-facing role.
• Proven track record of delivering exceptional client service.
• Excellent written and verbal communication, able to articulate solutions to diverse stakeholders.
• Proficient with Microsoft Office and standard banking systems.
• Ability to understand and apply federal/state regulations.

Responsibilities

• Serve as front line for Treasury Solutions inquiries from clients and partners.
• Capture customer information in CRM to support Know Your Customer processes.
• Document problem solving steps and final resolutions in systems.
• Keep relevant parties updated on incidents and progress.
• Resolve requests through system tools, research, or escalation as needed.
• Maintain confidentiality and security of customer information.
• Escalate complex issues promptly with all known data.
• Stay current on Treasury Solutions products and industry trends.
• Adhere to RNSTX service standards and policies.
• Flexibility with work schedule, including potential nights and weekends.

Skills

Client service excellence

Communication skills

Analytical thinking

Team collaboration

Multitasking

Problem solving

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 serve as the front line for client and partner inquiries, ensuring timely and accurate responses. You will capture client data in CRM, document solutions, and escalate when needed, while upholding confidentiality and security standards.

The role requires strong communication, analytical skills, and a commitment to exceptional client service, with flexibility for evenings or weekends and ongoing product knowledge updates.