Treasury Management Client Support Concierge

SouthState Bank; McKinney (TX); On-site; USD 45,000 - 60,000; Full time

Job summary

SouthState Bank in McKinney, TX seeks a Treasury Management Support professional to provide ongoing email and telephone client support and timely resolution for Treasury Management products and services.

You will research inquiries, ensure regulatory compliance, maintain tracking logs, and collaborate with Implementation Specialists and Sales Officers to address client needs and promote additional Treasury Management solutions.

Qualifications

• Education: High School Diploma, GED or equivalent education.
• Experience: 2 years related experience (Treasury Management, Commercial Call Center, Client Service, Operations); Previous banking experience preferred.
• 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.

Responsibilities

• Develop and maintain extensive technical knowledge of TM products, services and pricing, service setup documentation, operating systems, and data transmissions, file formats and protocols used for the delivery and support of Treasury Management products and services.
• Provide primary phone support and daily contact for client resolution on Treasury Management issues, products, and commercial account analysis.
• Research and respond to all Treasury Management client inquiries in a professional, timely and efficient manner, partnering with Treasury Management Implementation Specialists and Sales Officers when necessary.
• Advise clients on potential improvements to online security, product/service utilization and enhancements.
• Ensure that all quality services level agreements related to implementation tasks and timelines are met.
• Ensure that client Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines.
• Maintain appropriate tracking logs, based on client additions/changes/deletions.
• Assist Treasury Management Sales Officers in identifying additional client needs and offering/providing additional Treasury Management products and services.
• Provide telephone sales support to customers requiring basic TM products/services.
• Provide subject matter expertise to internal bank staff as required.
• Assist with special projects as required.
• Participates in data mapping, testing and other conversion projects related to Bank mergers.
• Accepts other duties as assigned.

Skills

Excellent communication skills

Strong attention to detail

Strong organization skills

MS Office expertise

English proficiency

Education

High School Diploma or GED

Tools

MS Office

Online banking systems

Job description

SouthState Bank in McKinney, TX seeks a Treasury Management Support professional to provide ongoing email and telephone client support and timely resolution for Treasury Management products and services.

You will research inquiries, ensure regulatory compliance, maintain tracking logs, and collaborate with Implementation Specialists and Sales Officers to address client needs and promote additional Treasury Management solutions.