TM Specialty Support Specialist

Socket.dev; Town of Florida (NY); On-site; USD 52,000 - 76,000; Full time

Job summary

SouthState is seeking a Treasury Management Support Specialist to deliver high-touch service to an exclusive client portfolio. You will handle inquiries, support ACH/Wire/RDC/Instant Payments, and maintain Treasury Management accounts within core banking systems.

The role requires 2+ years in Treasury Management or related fields, strong MS Office skills, and excellent communication. This on-site position in McKinney, TX offers opportunities for growth and collaboration.

Qualifications

• Bachelor’s degree or equivalent experience required.
• 2 years of related experience (Treasury Management, Bank Operations, Client Service) preferred.
• MS Office proficiency; strong communication skills in English; detail-oriented and organized.

Responsibilities

• Provide phone and email support for Treasury Management issues and client resolutions.
• Develop and maintain extensive knowledge of Treasury Management products and services.
• Research and respond to Treasury Management inquiries in a timely, professional manner.
• Assist with Treasury Management account maintenance in the bank’s core and online platform.
• Ensure compliance with service level agreements and accurate documentation.

Skills

Excellent communication

Customer service

General banking knowledge

Education

Bachelor’s degree or equivalent experience

Tools

MS Office

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 ongoing email, telephone, and ticket support and resolution for TM products and services with an emphasis on delivering white-glove service to an exclusive client portfolio of clients. The TM Specialty Support Specialist will assist clients by researching high touch Treasury Management client inquiries in a professional, timely, and efficient manner. Maintains working knowledge of banking rules and regulations. Understanding policies and procedures in relation to Treasury Management Support applications, Nacha Guidelines, UCC4A and other Banking Regulations governing electronic payments and Check21.

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 a need.

• 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.