Treasury Management Client Support Specialist II

Cadence Bank: A distinctive beat. A unique rhythm. A synchronized harmony.

Cadence Bank strives to innovate by promoting fresh ideas, making technology accessible, and combining high tech with high touch. We take the time to discover our customers' needs and pain points, which provide the opportunity to build long-lasting relationships that work. We're a regional bank, so we're small enough to offer personal attention, yet we're large enough to offer big bank services. We celebrate our home, our neighbors, and the diversity we represent. We share common goals and situations. We embrace each other as valued team members. And we bring the best people forward.

Summary

The Client Support Partner role will be involved with the sales and support of Treasury Management products to high profile internal clients. The CSP II will assist high profile clients with routine sales inquiries; assist in the preparation of proposals and cross sell the existing client portfolio. Success in this role requires the ability to provide a high level of customer service and satisfaction. Critical attributes in this position include having high attention to detail and timeliness and being able to provide accurate documentations, while thoroughly understanding our internal systems. Successful incumbents possess written and verbal communications skills, sales and relationship management skills, analytical and problem-solving skills, as well as organizational and time management skills. Must demonstrate adaptability and flexibility in process, technology and industry.

Essential Job Duties

• Coordinate execution of all necessary implementation agreements, contracts, and documents
• Submit paperwork and communicate back to the client on status of implementation
• Identifies diagnoses and resolves client issues; engages business partners and communicates with customer, TM Sales Officer and/or Relationship Manager.
• Proactively identifies, evaluates, recommends and implements changes to operational processes/procedures resulting in departmental efficiencies.
• Serve as a point of escalation on behalf of the client to ensure timely issue resolution
• Identifying cross sell opportunities that will benefit our existing clients.
• Work with vendors when applicable for third party services
• Must be able to independently manage workflow and expectations of the role with little oversight.
• Keeps management informed of area activities and of any significant problems.
  
  

Minimum Qualifications

• Excellent interpersonal skills to build and maintain effective relationships.
• Strong organizational and follow up skills.
• Business professional with integrity, trustworthy, honest and able to handle confidential information.
• 2-5 years Treasury Management experience
• Advanced knowledge of Banking and Treasury Management
  
  

The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.

Qualifications

Education

Required

Bachelors or better

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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