Client Services Specialist - Remote/Hybrid

SOUTHSTATE BANK, NATIONAL ASSOCIATION; United States; Hybrid; USD 38,000 - 52,000; Full time

Benefits offered by this job

Remote/hybrid options

Job summary

SOUTHSTATE BANK, NATIONAL ASSOCIATION is seeking a Client Services Representative in Decatur, Alabama. The role serves as the point of contact for day-to-day client interactions, handling funding, billing, invoicing, and portal training.

You will monitor invoices for quality and potential fraud, and you will support colleagues across cbCentral tasks. The ideal candidate has at least 1 year of clerical/office experience, strong English communication skills, and proficiency in Excel and Word.

Qualifications

• Excellent verbal and written communication skills are required.
• Must be able to work effectively in a team and relate well with clients/vendors.
• Proficiency in Excel and Word and general office duties.
• Ability to multitask.

Responsibilities

• Ensure client funding, billing, and verification activities align with terms.
• Provide excellent customer service to clients.
• Monitor and evaluate submitted invoices and backup for quality and potential fraud.
• Maintain understanding of client operations to identify issues and opportunities.
• Research items in client reserve and balance reserves using Excel daily.
• Provide client training on funding procedures and client portal.
• Handle cbCentral tasks (Disputes/Exceptions, Needs Image, Chargebacks).
• Ensure compliance with Bank policies, procedures, and regulations.
• Pursue cross-training and My Learning courses to improve skills.
• Assist other client reps and employees through collaboration.
• Work Carrier Reports, if applicable.
• All other tasks as directed by management.

Skills

Verbal communication

Written communication

Customer relations

Teamwork

Multitasking

Education

High school diploma or equivalent

Tools

Excel

Word

Job description

SOUTHSTATE BANK, NATIONAL ASSOCIATION is seeking a Client Services Representative in Decatur, Alabama. The role serves as the point of contact for day-to-day client interactions, handling funding, billing, invoicing, and portal training.

You will monitor invoices for quality and potential fraud, and you will support colleagues across cbCentral tasks. The ideal candidate has at least 1 year of clerical/office experience, strong English communication skills, and proficiency in Excel and Word.