TM Specialty Support Specialist

SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION; McKinney (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION in McKinney, TX is seeking a Treasury Management Support Specialist with strong communication and banking knowledge. You will assist clients with Treasury Management issues, maintain accounts, and respond promptly to inquiries, collaborating with Sales Officers and Specialists.

The role requires a Bachelor’s degree or equivalent experience and 2 years of related work.

Qualifications

• Excellent written and verbal communication skills, with a focus on client interaction.
• Strong commitment to delivering outstanding customer service and accurate information.
• Solid understanding of general banking concepts and Treasury Management products.

Responsibilities

• Develop and maintain extensive technical knowledge of Treasury Management products and services.
• Provide phone and email support for client resolution on Treasury Management issues.
• Research and respond to Treasury Management inquiries in a timely and professional manner.
• Assist with Treasury Management account maintenance in the bank’s core and online platform.
• Assist with developing less-experienced team members.
• Deliver subject matter expertise to internal staff as required.
• Complete required annual compliance training and participate in merger conversion projects as needed.

Skills

Excellent communication

Customer service

General banking knowledge

Education

Bachelor's degree or equivalent experience

Tools

MS Office

Treasury Management systems

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!

ESSENTIAL FUNCTIONS

• Develop and maintain extensive technical knowledge of products, services, setup documentation, operating systems, and data transmissions, file formats and protocols used for the delivery and support of Treasury Management products and services.
• Provide phone and email support for client resolution on Treasury Management issues, account maintenance, and products.
• Research and respond to all Treasury Management client inquiries in a professional, timely and efficient manner, partnering with Treasury Management Support Specialists and Sales Officers when necessary.
• Assist with performing Treasury Management account maintenance in the bank’s core and the online treasury platform.
• Assist with developing less-experienced team members.
• Master, develop competency in more complex issues such as file mappers, technical troubleshooting for ACH, Wire, RDC, Instant Payments, and Integrated Payables and other Treasury Management products.
• Ensure that all quality services level agreements related to implementation tasks and timelines are met.
• Ensure all required documentation is received, accurate, and scanned accordingly.
• Ensure the highest level of service is provided to internal and external clients.
• Provide subject matter expertise to internal bank staff as required.
• Assist with special projects as required.
• Completes all required annual compliance training timely.
• Participates in conversion projects related to Bank mergers when needed.
• Accepts other duties as assigned.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

COMPETENCIES

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

Qualifications, Education, and Certification Requirements

• Education: Bachelor’s degree or equivalent experience
• Experience: 2 years of related experience (Treasury Management, Bank Operations, Client Service); Previous banking experience required.
• 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. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks.

TRAVEL

Travel may be required to come to meetings as needed.

Work Location: 7777 Henneman Way McKinney, Texas 75070

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.