
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Facilitate the onboarding of commercial clients by adding treasury products and modifying their profiles.
• Collaborate with Treasury Management Officers (TMOs) to track progress on implementations, including rush and escalated cases.
• Conduct client meetings to ensure a smooth onboarding experience and address any service modifications.
• Perform basic coding to support account and service implementations.
• Work cross-functionally with internal teams to streamline processes and enhance client satisfaction.
Jeanette Hays IPP Team Lead
Email- jeanette.hayes@cadencebank.com
Phone #- (713) 871-5381
Kimberley Johnson sales associate
Email- kimberley.johnson@cadencebank.com
Phone#- 832-909-9009
Katie Carter Corporate Banker
925-239-6613