Treasury Management New Account Partner at Cadence Bank N.A. in Birmingham, Alabama

Job Description:

Summary:

The New Account Partner will be responsible for delivering an exceptional client experience. This position will be responsible for handling account opening, account maintenance, and Client communication. The New Account Partner will collect required information from client and complete account set up including data input, verifying references, and documentation. The New Account Partner will also handle account research requests, problem resolutions, and other requests received by phone or email. Critical attributes in this position includes having high attention to detail, analytical, and problem-solving skills, as well as organizational and time management skills. The New Account Partner will need to escalate any ongoing issues or client concerns that they are unable to resolve.

Essential Job Duties:

- The ability to adhere to policies and procedures

- 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.

Minimum Qualifications:

- Goal-driven with ability to work under pressure

- Problem-solving skills

- Strong organizational and follow up skills.

- The ability to adhere to policies and procedures

- Business professional with integrity, trustworthy, honest and able to handle confidential information

- Proficient in MS Office; familiarity with Salesforce

- Customer Service Experience

- High school diploma; BSc/BA in business is a plus

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.

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