TM Client Support Specialist

SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION; McKinney (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

SouthState Bank, National Association seeks to fill a Treasury Management Support role to provide ongoing email and phone client support for TM products and services. You will research inquiries, respond in a timely manner, and ensure all documentation and processes comply with regulatory guidelines.

Responsibilities include maintaining knowledge of TM offerings, assisting with client analysis, and supporting sales officers in identifying additional TM needs.

Qualifications

• Education: High School Diploma, GED or equivalent.
• Experience: 2 years in Treasury Management or related banking operations.
• Knowledge of Treasury Management products/services and online banking systems preferred.
• Excellent written and verbal communication; strong organization and accuracy.
• Ability to read, write, speak English.

Responsibilities

• Develop and maintain knowledge of TM products, services, pricing, and setup documentation.
• Provide primary phone support for TM issues and client resolution.
• Research and respond to TM client inquiries in a timely manner.
• Advise on security improvements and product utilization.
• Meet SLAs for TM implementations and timelines.
• Ensure TM docs comply with regulatory guidelines.
• Maintain client additions/changes/deletions logs.
• Assist TM Sales Officers to identify client needs and upsell TM products.
• Provide telephone sales support for basic TM products.
• Provide SME support to internal staff.
• Support special projects.
• Participate in data mapping and testing for mergers.
• Other duties as assigned.

Skills

MS Office

Client service

Problem solving

Attention to detail

English proficiency

Education

High School Diploma, GED

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/OBJECTIVES

Provide on-going email and telephone client support and resolution for all Treasury Management products and services. Research and respond to Treasury Management client inquiries in a professional, timely and efficient manner. Ensures Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines.

ESSENTIAL FUNCTIONS

• Develop and maintain extensive technical knowledge of products, services and pricing, service setup documentation, operating systems, and data transmissions, file formats and protocols used for the delivery and support of Treasury Management products and services.
• Provide primary phone support and daily contact for client resolution on Treasury Management issues, products, and commercial account analysis.
• Research and respond to all Treasury Management client inquiries in a professional, timely and efficient manner, partnering with Treasury Management Implementation Specialists and Sales Officers when necessary.
• Advise clients on potential improvements to online security, product/service utilization and enhancements.
• Ensure that all quality services level agreements related to implementation tasks and timelines are met.
• Ensure that client Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines.
• Maintain appropriate tracking logs, based on client additions/changes/deletions.
• Assist Treasury Management Sales Officers in identifying additional client needs and offering/providing additional Treasury Management products and services.
• Provide telephone sales support to customers requiring basic TM products/services.
• Provide subject matter expertise to internal bank staff as required.
• Assist with special projects as required.
• Participates in data mapping, testing and other conversion projects related to Bank mergers.
• Accepts other duties as assigned.

COMPETENCIES

• Excellent communication skills
• Commitment to provide excellent customer service
• General banking knowledge

QUALIFICATIONS, EDUCATION, AND CERTIFICATION REQUIREMENTS

• Education: High School Diploma, GED or equivalent education.
• Experience: 2 years related experience (Treasury Management, Commercial Call Center, Client Service, Operations); Previous banking experience preferred.
• Certifications/Specific Knowledge: MS office expertise, Ability to read, write, speak and understand English; Knowledge of Treasury Management products / services, account analysis and online banking systems is preferred.
• Excellent written/oral communications skills; Proven success in problem analysis and resolution; Strong attention to detail and accuracy; Strong organization skills; Ability to manage multiple detailed work assignments with a high degree of accuracy.

TRAINING REQUIREMENTS/CLASSES

• Required annual compliance training
• New Employee Orientation

PHYSICAL DEMANDS

Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.

WORK ENVIRONMENT

This position is located in a cubicle environment that may be loud throughout the day.

TRAVEL

Travel may be required to come to meetings as needed.

WORK LOCATION

7777 Henneman Way McKinney, Texas 75070

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.