Lifeline Specialist

Summary:

Cadence Bank is looking for a Lifeline Specialist who will act as an internal support unit to our employees. This position requires a strong candidate who has a solid understanding of our systems and processes. Our goal is to advise employees on the best way to handle a customer request to ensure policies and procedures are met while delivering an excellent customer experience.

Essential Job Duties

• Handles all call and email requests from our Cadence Bank employees across all internal departments and Lines of Business.
• Identifies and reports gaps in processes, policies and procedures to management.
• Recommends system changes when new products are implemented and gaps are identified.
• Works as a liaison between the employees and internal departments to streamline information.
• Provides feedback to management on ways to improve efficiencies, training and procedures.
• Reviews Legal documentation for POA, Estate and Trust accounts before the branch originates the account.
• Approves Cash shipment requests for all of Retail.
• Skill and ability to solve problems and make sound decisions based upon set procedures.
• Ability to comprehend and communicate bank products, services, rules, fees and disclosures.
• Manages outstanding issues to ensure a timely resolution.
• Accomplish organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
• Identifies and escalates unique situations or issues that do not fall within set procedures and guidelines.

Minimum Qualifications

• High School diploma required and some college preferred.
• Management experience preferred.
• 1-2 years of Cadence Bank experience.
• Strong computer skills.
• Strong customer Focus.
• Multi-tasking skills.