Treasury Management Client Support Specialist

SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION; McKinney (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION in McKinney, TX is seeking a Treasury Management Support Specialist to provide ongoing email and phone client support for TM products and services. You will resolve inquiries, assist with implementation, and ensure compliance with regulatory guidelines.

This role requires strong communication, attention to detail, and the ability to manage multiple tasks while delivering timely, accurate information.

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.
• Training: Required annual compliance training, New Employee Orientation.

Responsibilities

• Provide primary phone support and daily contact for client resolution on Treasury Management issues, products, and commercial account analysis.
• Research and respond to Treasury Management client inquiries in a professional, timely and efficient manner.
• Advise clients on online security, product utilization and enhancements.
• Ensure compliance with regulatory guidelines and SLAs for implementation tasks and timelines.
• Maintain tracking logs for client additions/changes/deletions.
• Assist Treasury Management Sales Officers in identifying client needs and offering TM products and services.
• Provide telephone sales support for basic TM products/services.
• Collaborate with Implementation Specialists and Sales Officers as needed.
• Participate in data mapping, testing and conversion projects related to bank mergers.

Skills

Excellent communication skills

Strong attention to detail

Organization skills

Problem solving

Customer service orientation

Education

High School Diploma, GED or equivalent

Tools

MS Office

Online banking systems

Job description

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

Equal Opportunity Employer, including disabled/veterans.

Company Philosophy

Our business model supports the unique character of the communities we serve and encourages decision making by the banker that is closest to the customer. We think and act like owners and measure success over entire economic cycles. We prioritize soundness before short-term profitability and growth.