Association Banking & Treasury Implementation Specialist

SouthState Bank Corporation; Oregon; Hybrid; USD 60,000 - 90,000; Full time

Job summary

SouthState Bank Corporation is seeking a role focused on Association Banking product implementation and client service. The position involves coordinating account openings and revisions, assisting with Treasury Management deliveries, and ensuring proper training materials are provided.

You will monitor risk policies, handle client inquiries, and collaborate with multiple departments to deliver seamless product support, including online banking and payment services.

Qualifications

• High School Diploma required. Bachelor's Degree Preferred.

Responsibilities

• 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.

Education

High School Diploma required. Bachelor's Degree Preferred.

Job description

SouthState Bank Corporation is seeking a role focused on Association Banking product implementation and client service. The position involves coordinating account openings and revisions, assisting with Treasury Management deliveries, and ensuring proper training materials are provided.

You will monitor risk policies, handle client inquiries, and collaborate with multiple departments to deliver seamless product support, including online banking and payment services.