Treasury Management Client Success Specialist

SouthState Bank, N.A.; McKinney (TX); On-site; USD 48,000 - 68,000; Full time

Job summary

SouthState Bank, N.A. in McKinney, TX is seeking a Treasury Management Client Support Specialist to provide on-going email and telephone assistance for Treasury Management products, ensuring compliant documentation and timely responses.

The role builds technical TM knowledge, supports client resolution, and collaborates with Implementation Specialists and Sales Officers to identify client needs. Requires 2 years in Treasury Management or related fields, and MS Office proficiency.

Qualifications

• Education: High School Diploma, GED or equivalent.
• Experience: 2 years related Treasury Management or bank operations experience.
• Certifications/Knowledge: MS Office proficiency; knowledge of Treasury Management products; strong written and verbal communication; attention to detail.

Responsibilities

• 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.
• Advise clients on potential improvements to online security, product/service utilization and enhancements.
• Ensure that quality service level agreements related to TM implementation tasks and timelines are met.
• Maintain tracking logs for client additions/changes/deletions.

Skills

Excellent communication skills

Customer service mindset

Attention to detail

Time management

Education

High School Diploma, GED or equivalent

Tools

MS Office

Job description

SouthState Bank, N.A. in McKinney, TX is seeking a Treasury Management Client Support Specialist to provide on-going email and telephone assistance for Treasury Management products, ensuring compliant documentation and timely responses.

The role builds technical TM knowledge, supports client resolution, and collaborates with Implementation Specialists and Sales Officers to identify client needs. Requires 2 years in Treasury Management or related fields, and MS Office proficiency.