CB Client Services Representative - Decatur, AL

SouthState Bank; Decatur (AL); On-site; USD 21,000 - 30,000; Full time

Job summary

SouthState Bank is seeking a Client Services Representative to serve as the main point of contact for daily client interactions, handling funding, invoicing, and portal training. The role emphasizes accuracy, customer service, and cross-functional collaboration in a bank environment.

The ideal candidate will have at least a high school diploma, one year of clerical/ office experience, and strong communication skills. The position is office-based, with remote/hybrid options depending on location.

Qualifications

• Excellent verbal and written communication skills
• Excellent customer relations skills
• Able to work well in a team
• Proficient in Excel and Word
• Ability to multitask

Responsibilities

• Ensure client funding, billing, and verification align with terms
• Provide excellent customer service to clients
• Monitor invoices and backup for quality and potential fraud
• Maintain understanding of client operations to identify issues and opportunities
• Research items in client reserve and balancing funds using Excel
• Provide client training on funding procedures and client portal
• Handle cbCentral tasks (Disputes/Exceptions, Needs Image, Chargebacks)
• Ensure compliance with Bank policies, procedures, and regulatory guidelines
• Collaborate with colleagues to improve skills and service delivery
• Take ownership of assigned tasks and adapt to changes in operation

Skills

Communication skills

Team player

Excel

Word

Multitasking

Customer service

Education

High school diploma or equivalent

Tools

Microsoft Excel

Microsoft Word

Job description

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!

Summary

This position is responsible for, but not limited to, being the point of contact for all day-to-day interactions with clients. The Client Services Representative performs daily tasks that could consist of the following duties: purchasing of client accounts receivables, monitoring and evaluating invoices and any supporting documentation submitted for fraud, enters credit authorizations, works assigned cbCentral tasks, creates new client debtors in the system (if applicable), performs invoice verifications within policy guidelines, prepares and works various reports, manages clients’ reserves, provides client training on funding procedures and in-house client portal, and performs research when needed.

Duties & Responsibilities

• Ensure client funding, billing, and verification activities align with the client’s agreed-upon terms
• Ensure that excellent customer service is provided to clients
• Monitor and evaluate submitted invoices and backup for quality and potential fraud
• Maintain an in-depth understanding of client operations and behaviors to identify issues, trends, and service opportunities
• Research items in client reserve and holding/releasing funds when necessary (balance client reserves using Excel daily, if applicable)
• Provide client training on funding procedures and client portal
• Works assigned cbCentral tasks in a timely manner (i.e. Disputes/Exceptions, Needs Image, Chargebacks, etc)
• Ensure that the Bank’s policies and procedures, code of conduct, and regulatory guidelines are strictly complied with
• Seek opportunities to improve skills through cross-training and My Learning courses offered by the Bank
• Provide assistance to other client reps and/or employees by collaborating with them through healthy and positive interactions
• Work Carrier Reports, if applicable
• All other tasks, responsibilities or duties, as directed by management
• It is the responsibility of this role to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications

Education Requirements

• High school graduate or equivalent is required

Minimum Experience

• At least 1 year clerical/ office work is required

Knowledge, Skills, & Abilities

• Excellent verbal and written communication skills are required as well as excellent customer relations skills
• Must be able to function effectively as part of a team and must possess the ability to deal effectively and tactfully with clients/vendors
• Must be proficient in Excel and Word and general office duties
• Ability to multitask

Physical Demands

• Ability to communicate in person, on the phone, and through electronic channels
• Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
• Ability to sit, walk, and/or stand for extended periods of time
• Ability to bend and reach

Work Environment

• Office: This position reports to a physical Company location, and the setting will be a typical office environment.
• Remote or hybrid: For remote or hybrid positions, a secure and distraction-free setting is required, with a reliable internet connection (cable or fiber preferred, mobile hotspots not acceptable). Hybrid positions will report to a physical Company location, as directed by the manager, and that setting will be a typical office environment.

Work Location: 239 Johnston St SE Decatur, Alabama 35601

Equal Opportunity Employer, including disabled/veterans.