Client Success Specialist (Hybrid/Remote)

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

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.