Treasury Solutions Support Specialist

Responsibilities

• 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 escalate to appropriate resource
• 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

Qualifications

• A high school diploma or equivalent; Bachelor’s degree is preferred
• At least three years’ banking experience with at least 1 year in a client facing role
• A proven track record of understanding the client needs and delivering exceptional client service consistently
• Excellent written and verbal communication skills is required. The Specialist must be able to manage internal and external relationships efficiently and effectively with the ability to articulate solutions to both internal and external stakeholders
• Excellent customer service skills
• Strong analytical and problem solving skills
• Demonstrated initiative and innovation to resolve issues effectively and efficiently – ability to “think outside the box”
• PC Proficiency with various systems and software, including but not limited to Microsoft Office products
• Must be able to: Work and collaborate with others as a team at all levels Multitask effectively Organize and prioritize tasks to achieve goals Perform role with minimal supervision Be committed 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