Treasury Solutions Client Success Specialist

Renasant Bank; Nashville (TN); On-site; USD 55,000 - 70,000; Full time

Job summary

Renasant Bank is seeking a Treasury Solutions Support Specialist to act as the front line for client inquiries and issues. You will respond to questions from Treasury clients and banking partners, documenting interactions and resolving problems with a focus on accuracy and service quality.

The role requires strong communication, customer service, and analytical skills, with the ability to collaborate across teams and stay current on product offerings.

Qualifications

• High school diploma or equivalent; Bachelor's degree preferred.
• 3+ years banking experience; 1+ year client-facing role.
• Proven ability to understand client needs and deliver service consistently.
• Excellent written and verbal communication; manage internal/external relationships.
• Strong customer service skills and problem solving.
• Proficient with Microsoft Office and related software.
• Able to work with minimal supervision and multitask.

Responsibilities

• Provide exceptional client experiences for Treasury Solutions products.
• Document problems, decisions, actions, and resolutions in CRM or core system.
• Update relevant parties frequently; ensure timely follow-up.
• Resolve client requests using system tools, research, or escalation.
• Maintain confidentiality and comply with regulatory guidelines.
• Stay current on Treasury Solutions products and industry trends.
• Support continuous improvement and share client feedback with Product/Sales teams.
• Occasionally work nights or weekends as needed.

Skills

Communication skills

Customer service

Analytical/problem solving

Initiative/innovation

Microsoft Office

Team collaboration

Multitasking

Organizing/prioritizing

Independent work

Policy/regulatory understanding

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

CRM systems

Core banking systems

Job description

Renasant Bank is seeking a Treasury Solutions Support Specialist to act as the front line for client inquiries and issues. You will respond to questions from Treasury clients and banking partners, documenting interactions and resolving problems with a focus on accuracy and service quality.

The role requires strong communication, customer service, and analytical skills, with the ability to collaborate across teams and stay current on product offerings.