Treasury Management Client Service Specialist I

Cadence Bank-posted about 1 month ago
Full-time • Entry Level
Onsite • Hoover, AL
5,001-10,000 employees
Credit Intermediation and Related Activities
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The Treasury Management (TM) Client Service Specialist will be responsible for delivering an exceptional client experience. This position will be responsible for handling all Treasury Management Client Call and Email requests. The client service specialist will be handling research requests, training inquiries, problem resolutions, password resets and all other requests received by phone or email. All new and maintenance requests requiring COA approval will be escalated to the customers assigned Implementation Project Partner and/or Client Service Partner. The client service specialist will need to escalate any ongoing issues or client concerns that they are unable to resolve. Role is on-site and can sit in Tupelo, Mississippi; Birmingham, Alabama; Atlanta, Georgia; or Houston, Texas

  • The ability to adhere to policies and procedures as they relate to client maintenance rules.
  • Handling confidential and sensitive client information requires sharp attention to detail and procedure.
  • First time resolution for client issues and/or concerns.
  • Identifies diagnoses and resolves client issues; engages business partners and communicates with customer, TM Sales Officer and/or Relationship Manager.
  • Handle all Call and Email requests in a timely manner while adhering to our Quality-scoring matrix.
  • Work with internal business partners to solve client issues.
  • Partner with Treasury Operations to ensure requests are completed in a timely manner.
  • Excellent interpersonal skills to build and maintain effective relationships.
  • Professional and courteous verbal and written communication skills.
  • Strong organizational and follow up skills.
  • 1-2 Years' minimum experience in the Banking/Financial industry.
  • Business professional with integrity, trustworthy, honest and able to handle confidential information.
  • Outstanding Customer Service Experience. Experience in a Contact/Call center environment, providing customer service over phone and email.
  • Great Critical thinking skills.
  • Strong attention to detail.
  • Strong preference for candidates with experience in Treasury Management.
  • Contact Center/Call Center Experience in a banking environment.
  • High volume call center experience.
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