Treasury Management Client Success Specialist

SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION; McKinney (TX); On-site; USD 52,000 - 68,000; Full time

Job summary

SouthState Bank in McKinney, TX is seeking an experienced Treasury Management Support Specialist to provide ongoing email and telephone client support for Treasury Management products and services.

In this role, you will research and respond to client inquiries in a timely and professional manner, ensure regulatory-compliant documentation, and assist Sales Officers in identifying additional client needs for TM offerings. Comfortable in a fast-paced, team-oriented environment.

Qualifications

• Education: High School Diploma, GED or equivalent.
• 2 years related experience in Treasury Management or banking.
• Proficient in MS Office and online banking systems.
• Excellent written and verbal communication skills.

Responsibilities

• Provide ongoing email and telephone client support for Treasury Management products.
• Research and respond to Treasury Management inquiries professionally and timely.
• Ensure Treasury Management documentation and processes comply with regulatory guidelines.
• Maintain tracking logs for client additions/changes/deletions.
• Assist Treasury Management Sales Officers by identifying client needs for additional TM products.

Skills

Excellent communication

Customer service

Attention to detail

Strong organizational skills

Problem analysis and resolution

English proficiency

Education

High School Diploma or GED

Tools

MS Office

Job description

SouthState Bank in McKinney, TX is seeking an experienced Treasury Management Support Specialist to provide ongoing email and telephone client support for Treasury Management products and services.

In this role, you will research and respond to client inquiries in a timely and professional manner, ensure regulatory-compliant documentation, and assist Sales Officers in identifying additional client needs for TM offerings. Comfortable in a fast-paced, team-oriented environment.