Association Banking Specialist - Remote

SouthState Bank, N.A.; Winter Haven (FL); Ibrido; USD 52.000 - 76.000; Tempo pieno

Descrizione del lavoro

SouthState Bank, N.A. in Florida seeks a Banking Operations Associate to coordinate Association Banking product delivery, account openings and revisions, and risk management monitoring.

The role requires collaboration with clients and internal teams to implement Treasury Management services and ensure accurate documentation and training. Responsibilities include handling inquiries via phone/email, maintaining client contact, performing product analysis, and resolving operational issues promptly

Competenze

• High School Diploma required.
• Bachelor's Degree preferred.
• 2–4 years of experience in Association Banking, Treasury Management, or related field.

Mansioni

• Coordinate Association Banking product implementation, including Treasury Management and paperless documentation.
• Manage account openings and revisions and ensure compliance with risk policies.
• Respond to client and employee inquiries via phone, email, or tickets; provide timely resolutions.
• Collaborate with branches and business partners for product training and servicing.
• Participate in system tests/validations to minimize client impact during updates.

Conoscenze

Association Banking

Treasury Management

Customer service

Communication

Formazione

High School Diploma

Bachelor's Degree

Descrizione del lavoro

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

ESSENTIAL FUNCTIONS

• Synchronizes operations of the department's Association Banking products, account opening and account revisions process
• Association Banking Product Implementation- assists clients with Treasury Management and Association Banking product delivery and paperwork, including any instructional documents or training
• Coordinate association transitions to include the movement of services
• Manages the implementation and monitoring of risk management policies related to Association/Treasury Management services
• Handles phone calls, emails and tickets from clients and bank employees with questions
• Maintains and follows through on customer contact regarding changes, additions and other issues with Association Banking products
• Product Analysis
• Gathers information and resources to resolve client issues and implement procedures
• Resolves operational problems in a timely and accurate manner, to the mutual benefit of the Bank and its business relationship by initiating inquiries, originating corrective action, coordinating and/or monitoring that action to desired conclusion
• Communicates resolution both to the client and the relationship manager
• Proactively interacts with other departments to achieve product implementation, proper training, and servicing of Treasury/Association products.
• Expected to participate in system tests/validations when updates occur to ensure that the external customers will experience minimal impact.
• Collaborates with branch personnel or business partners in order to make appropriate solutions to client which satisfy the customer and bank relationship.
• Provide product customer service for property mgmt. companies and associations including but not limited to: Online Banking, ACH Origination, Bill Pay, Lockbox, and Remote Deposit Capture
• Ensure that the Bank's policies and procedures, code of conduct, and regulatory guidelines are strictly complied with
• Provide assistance to other employees by liaising with them through healthy and positive interactions
• Continuously update skills by participating in professional training
• Seek opportunities to improve skills through cross-training offered by the Bank

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications, Education, and Certification Requirements

• Education: High School Diploma required. Bachelor's Degree Preferred.
• Experience: 2-4 years of experience in Association Banking, Treasury Management, or related experience in a financial institution.

Incumbent must reside within SouthState footprint.

TRAINING REQUIREMENTS/CLASSES

Required annual compliance training, New Employee Orientation

PHYSICAL DEMANDS

Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.

WORK ENVIRONMENT

This position is in a private office. Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.

TRAVEL

Travel may be required to attend department meetings and meet with direct reports, as needed.

Equal Opportunity Employer, including disabled/veterans.