Renasant Bank · 13 hours ago
Treasury Solutions Support Specialist
US-GA-Lawrenceville
Full-time
Onsite
Mid Level
3+ years expRenasant Bank is a financial institution seeking a Treasury Solutions Support Specialist to enhance client support experiences. This role involves responding to client inquiries, resolving issues, and ensuring exceptional service for Treasury Solutions clients.
BankingConsultingFinancial Services
Responsibilities
Must be a passionate advocate for providing exceptional client experiences for all Treasury Solutions products thereby attaining client retention and referenceability
Capture customer information in the core system or CRM database that promotes Know Your Customer as related to their Profile, Relationship, Preferences, and Interactions
Document the problem solving process such as decisions made, actions involved and final resolution in the core system or CRM database
Ensure that all relevant parties are updated frequently through the core system or CRM
Resolve client requests through proficient use of system tools, research and navigation within/outside the organization, or escalation to appropriate resource
Ensure any follow-up needed is provide timely
Escalate all complex and technical questions and issues to the appropriate resource as quickly and efficiently as possible ensuring that all known data regarding the incident is provided
Display patience and empathy in handling tough cases and/or difficult clients
Gather and document client feedback for sharing with the Product and Sales teams
Engage in continuous self-performance evaluation and self-training projects
Stay current and knowledgeable on all Treasury Solutions products and services
Stay current on industry trends (market conditions, regulatory changes, and competitor offers) to be effective in responding to client inquiries and needs
Adhere to Renasant Bank’s Service Standards Policy and Core Values – RNSTX
Flexibility with work schedule, including possible nights and weekends
Adhere to regulatory guidelines for customer authentication and product disclosures
Maintain confidentiality and security of customer information according to regulatory guidelines and company policies
Seek opportunities to differentiate the customer experience through identifying solutions suitable for client’s current or future needs based on life events and risk tolerances
Perform other related duties as assigned
Qualification
Required
A high school diploma or equivalent
At least three years' banking experience
A proven track record of understanding the client needs and delivering exceptional client service consistently
Excellent written and verbal communication skills
Excellent customer service skills
Strong analytical and problem solving skills
Demonstrated initiative and innovation to resolve issues effectively and efficiently
PC Proficiency with various systems and software, including but not limited to 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 role with minimal supervision
Commitment to seeking opportunities for continuous improvement and possess the ability to achieve results despite challenges
Ability to understand and apply policies and procedures of federal/state regulations
Flexibility with work schedule, including possible nights and weekends
Adhere to regulatory guidelines for customer authentication and product disclosures
Maintain confidentiality and security of customer information according to regulatory guidelines and company policies
Preferred
Bachelor's degree
Experience in a client facing role
Company
Renasant Bank
Renasant Bank is a financial institution offering mortgage, personal, business, and digital banking services.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$217M2024-07-29Post Ipo Equity· $217M
1992-05-01IPO
Leadership Team
Jim Mabry
Chief Financial Officer
Chris Maddox
Market President
Recent News
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