What are the responsibilities and job description for the TM Client Service Specialist I position at Cadence Bank?
What The Role Is
The 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 Premier Partner 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 Premier Partner will need to escalate any ongoing issues or client concerns that they are unable to resolve.
How You will Make an Impact
Education
Required
High School or better
High School
Preferred
Bachelors or better in Finance or related field
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
The 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 Premier Partner 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 Premier Partner will need to escalate any ongoing issues or client concerns that they are unable to resolve.
How You will Make an Impact
- The ability to adhere to policies and procedures as they relate to client maintenance rules.
- 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.
- Strong organizational and follow up skills.
- 2-5 years Treasury Management experience
- Advanced knowledge of Banking and Treasury Management
- Business professional with integrity, trustworthy, honest and able to handle confidential information.
- Customer Service Experience.
Education
Required
High School or better
High School
Preferred
Bachelors or better in Finance or related field
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
