CB Client Services Representative - Decatur, AL

SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION; United States; On-site; USD 36,000 - 48,000; Full time

Job summary

SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION is seeking a Client Services Representative to serve as the main point of contact for daily client interactions in a fast-paced office setting.

The role involves processing client accounts receivables, reviewing invoices for accuracy and potential fraud, and training clients on funding procedures and the in-house portal. Strong Excel/Word skills and teamwork are essential.

Qualifications

• High school diploma or equivalent is required.
• At least 1 year of clerical/office experience is required.
• Excellent verbal and written communication and customer relations skills; must work well in a team and multitask.

Responsibilities

• Serve as the point of contact for day-to-day client interactions.
• Process client accounts receivables and invoices; monitor for potential fraud.
• Provide client training on funding procedures and client portal.

Skills

Verbal and written communication

Customer service

Teamwork

Multitasking

Education

High school diploma or equivalent

Tools

Excel

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 and Work Environment

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

Work Location: 239 Johnston St SE Decatur, Alabama 35601

Equal Opportunity Employer

Equal Opportunity Employer, including disabled/veterans. Our business model supports the unique character of the communities we serve and encourages decision making by the banker that is closest to the customer. We think and act like owners and measure success over entire economic cycles. We prioritize soundness before short-term profitability and growth.