Treasury Solutions Support Specialist

Renasant Bank • Nashville, TN

2d

About The Position

The Treasury Solutions Support Specialist provides front-line support to Renasant Bank’s Treasury Solutions clients and banking partners through inbound and outbound service interactions. The role responds to questions and resolves issues in a timely and efficient manner, with an emphasis on creating exceptional client experiences, supporting client retention, and identifying solutions suited to clients’ current or future needs.

The Specialist records client information and issue-resolution details in the core system or CRM, keeps relevant parties informed, resolves requests using system tools and research, and escalates complex or technical matters as appropriate. The position also requires maintaining current knowledge of Treasury Solutions products, services, and industry developments; following regulatory and confidentiality requirements; and contributing to ongoing learning and performance improvement. The preferred office location is listed in the original posting, but other locations within Renasant’s footprint may be considered based on convenience and business necessity.

Requirements

• High school diploma or equivalent.
• At least three years of banking experience, including at least one year in a client-facing role.
• Proven ability to understand client needs and consistently deliver exceptional client service.
• Excellent written and verbal communication skills and the ability to manage internal and external relationships and articulate solutions to stakeholders.
• Excellent customer service skills.
• Strong analytical and problem-solving skills.
• Demonstrated initiative and innovation in resolving issues effectively and efficiently, including the ability to think outside the box.
• PC proficiency with various systems and software, including Microsoft Office products.
• Ability to work and collaborate with others as a team at all levels.
• Ability to multitask effectively.
• Ability to organize and prioritize tasks to achieve goals.
• Ability to perform the role with minimal supervision.
• Commitment to continuous improvement and ability to achieve results despite challenges.
• Ability to understand and apply federal and state regulatory policies and procedures.

Nice To Haves

• Bachelor’s degree.

Responsibilities

• Advocate for exceptional client experiences across Treasury Solutions products to support client retention and referenceability.
• Capture client information in the core system or CRM database to support Know Your Customer practices, including client profiles, relationships, preferences, and interactions.
• Document problem-solving decisions, actions, and final resolutions in the core system or CRM database.
• Keep relevant parties updated through the core system or CRM.
• Resolve client requests using system tools, research, and internal or external navigation, or escalate them to the appropriate resource.
• Provide any required follow-up in a timely manner.
• Escalate complex and technical questions and issues promptly, providing all known information about the incident.
• Handle difficult cases and clients with patience and empathy.
• Gather and document client feedback for Product and Sales teams.
• Participate in continuous self-performance evaluation and self-training projects.
• Maintain current knowledge of Treasury Solutions products and services and industry trends, including market conditions, regulatory changes, and competitor offers.
• Adhere to Renasant Bank’s Service Standards Policy and Core Values – RNSTX.
• Maintain flexibility in work schedule, including possible nights and weekends.
• Follow regulatory guidelines for customer authentication and product disclosures.
• Protect customer information and maintain its confidentiality and security according to regulatory guidelines and company policies.
• Identify solutions that may suit clients’ current or future needs based on life events and risk tolerances.
• Perform other related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED