Hybrid Treasury Client Support Specialist I

at SouthState Bank

• Job title: Treasury Client Support Specialist I
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: Not specified
• Degree requirement: High School Diploma
• Location requirements: Hybrid, McKinney, United States

About the role

• Provide client support and resolution for Treasury Management products and services at SouthState. Collaborate on inquiries while ensuring compliance with regulatory guidelines.

Responsibilities

• Provide ongoing email and telephone client support and resolution for all Treasury Management products and services.
• Research and respond to Treasury Management client inquiries in a professional, timely, and efficient manner.
• Ensure Treasury Management documentation, internal processes, and procedures are compliant with regulatory guidelines.
• Develop and maintain extensive technical knowledge of products, services and pricing, service setup documentation, operating systems, and data transmissions, file formats, and protocols used for the delivery and support of Treasury Management products and services.
• Provide primary phone support and daily contact for client resolution on Treasury Management issues, products, and commercial account analysis.
• Advise clients on potential improvements to online security, product/service utilization and enhancements.
• Maintain appropriate tracking logs, based on client additions/changes/deletions.
• Assist Treasury Management Sales Officers in identifying additional client needs and offering/providing additional Treasury Management products and services.
• Provide telephone sales support to customers requiring basic TM products/services.
• Assist with special projects as required.

Requirements

• High School Diploma, GED or equivalent education.
• 2 years related experience (Treasury Management, Commercial Call Center, Client Service, Operations);
• Previous banking experience preferred.
• MS office expertise.
• Ability to read, write, speak and understand English;
• Knowledge of Treasury Management products / services, account analysis and online banking systems is preferred.
• Excellent written/oral communications skills;
• Proven success in problem analysis and resolution;
• Strong attention to detail and accuracy;
• Strong organization skills;
• Ability to manage multiple detailed work assignments with a high degree of accuracy.

Benefits

• Equal Opportunity Employer, including disabled/veterans