Treasury Management Client Support Specialist

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

Job summary

SouthState Bank, N.A. is seeking a Treasury Management Support Specialist in McKinney, TX. You will provide ongoing email and phone client support for Treasury Management products, ensuring timely resolution and compliant processes.

The role involves resolving inquiries, advising on security and utilization, and collaborating with Implementation and Sales teams. Ideal candidates have at least 2 years of Treasury Management or related banking experience, strong English communication, and

Qualifications

• Education: High School Diploma, GED or equivalent education.
• Experience: 2 years related Treasury Management, Commercial Call Center, Client Service, or Operations experience; banking experience preferred.
• Certifications/Knowledge: English proficiency; knowledge of Treasury Management products/services, account analysis, and online banking systems; strong communication, detail, and organization skills.

Responsibilities

• Develop and maintain extensive knowledge of Treasury Management products, pricing, and service setup.
• Provide primary phone support and daily client resolution for TM issues and analyses.
• Research and respond to TM inquiries, coordinating with Implementations and Sales as needed.
• Advise clients on online security, product utilization, and enhancements.
• Ensure SLA adherence for implementations and timelines.
• Ensure client TM documentation and internal procedures comply with regulations.
• Maintain logs for client changes and updates.
• Assist TM Sales Officers in identifying additional client needs and TM offerings.
• Provide telephone sales support for basic Treasury Management products/services.
• Offer SME support to internal bank staff and participate in special projects as needed.
• Support data mapping, testing, and conversions during bank mergers.
• Accept other duties as assigned.

Skills

Excellent communication

Customer service

Banking knowledge

Education

High School Diploma, GED or equivalent

Tools

MS Office

Job description

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

SUMMARY/OBJECTIVES

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. Ensures Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines.

ESSENTIAL FUNCTIONS

• Develop and maintain extensive technical knowledge of 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.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

COMPETENCIES

• Excellent communication skills
• Commitment to provide excellent customer service
• General banking knowledge

Qualifications, Education, and Certification Requirements

• 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.

TRAINING REQUIREMENTS/CLASSES

Required annual compliance training, New Employee Orientation

PHYSICAL DEMANDS

Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.

WORK ENVIRONMENT

This position is located in a cubicle environment that may be loud throughout the day.

TRAVEL

Travel may be required to come to meetings as needed.

Work Location: 7777 Henneman Way McKinney, Texas 75070

Equal Opportunity Employer, including disabled/veterans.