Treasury Management Client Success Specialist

SouthState Bank; United States; Remote; USD 45,000 - 65,000; Full time

Job summary

SouthState Bank is seeking a Treasury Management Support Specialist to provide ongoing email and telephone client support for Treasury Management products and services. You will research inquiries, respond professionally and ensure documentation and processes comply with regulatory guidelines.

You will develop TM product knowledge, handle client resolutions, assist onboarding, and support sales officers. Strong communication and banking knowledge are essential to maintain service levels and

Qualifications

• Education: High School Diploma, GED or equivalent.
• Experience: 2 years in Treasury Management, Commercial Call Center, Client Service, Operations; Previous banking experience preferred.
• Certifications/Specific Knowledge: MS Office, English fluency; knowledge of Treasury Management products/services, online banking systems.

Responsibilities

• Develop and maintain extensive technical knowledge of Treasury Management products, services and pricing, service setup documentation, operating systems, and data transmissions.
• Provide primary phone support and daily client resolution for TM issues, products, and account analysis.
• Research and respond to TM client inquiries in a timely and professional manner, partnering with TM Implementation Specialists and Sales Officers as needed.
• Advise clients on improvements to online security, product utilization and enhancements.
• Ensure that all quality service level agreements related to TM implementation tasks and timelines are met.
• Ensure client TM documentation and internal processes comply with regulatory guidelines.
• Maintain tracking logs based on client changes and additions.
• Assist TM Sales Officers in identifying additional client needs and TM products/services.

Skills

Excellent communication skills

Customer service

General banking knowledge

Education

High School Diploma, GED or equivalent education

Tools

MS Office

Online banking systems

Job description

SouthState Bank is seeking a Treasury Management Support Specialist to provide ongoing email and telephone client support for Treasury Management products and services. You will research inquiries, respond professionally and ensure documentation and processes comply with regulatory guidelines.

You will develop TM product knowledge, handle client resolutions, assist onboarding, and support sales officers. Strong communication and banking knowledge are essential to maintain service levels and