Treasury Management Client Success Specialist

SOUTHSTATE BANK, NATIONAL ASSOCIATION; McKinney (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

SouthState Bank, National Association, located in McKinney, TX, seeks a Treasury Management Support Specialist to provide ongoing email and telephone client support for TM products and services. You will research inquiries, respond professionally, and ensure compliance with regulatory guidelines.

In this role you will maintain product knowledge, assist with client analyses, and coordinate with Implementation Specialists and Sales Officers.

Qualifications

• Education: High School Diploma, GED or equivalent required.
• Minimum 2 years related experience in Treasury Management or client service.
• Knowledge of Treasury Management products, services and account analysis.
• Excellent written and oral communication skills; English fluency required.
• Detail-oriented with strong organizational skills; ability to manage multiple tasks.
• MS Office proficiency and ability to read/write in English.

Responsibilities

• Develop and maintain knowledge of Treasury Management products, services, pricing, and related documentation.
• Provide primary phone support and daily client resolution for Treasury Management issues.
• Respond to client inquiries in coordination with Implementation Specialists and Sales Officers.
• Advise clients on online security, product utilization and enhancements.
• Ensure compliance with regulatory guidelines in documents and processes.
• Maintain tracking logs for client additions/changes/deletions.
• Assist Sales Officers in identifying additional client needs and offering Treasury Management products.
• Provide telephone sales support for basic TM products/services.
• Provide SME to internal staff as required.
• Participate in data mapping, testing and conversion projects related to bank mergers.
• Accept other duties as assigned.
• Reasonable accommodations may be made for disabilities.

Skills

Excellent communication skills

MS Office proficiency

Treasury Management knowledge

Customer service experience

Analytical problem solving

Education

High School Diploma, GED or equivalent education

Tools

MS Office Suite

Treasury Management platforms

Job description

SouthState Bank, National Association, located in McKinney, TX, seeks a Treasury Management Support Specialist to provide ongoing email and telephone client support for TM products and services. You will research inquiries, respond professionally, and ensure compliance with regulatory guidelines.

In this role you will maintain product knowledge, assist with client analyses, and coordinate with Implementation Specialists and Sales Officers.