Treasury Management Client Support Specialist

SouthState Bank; McKinney (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

SouthState Bank is seeking a Treasury Management support specialist to provide ongoing email and phone client assistance for TM products. You will handle client inquiries, document processes, and ensure compliance with regulatory guidelines.

The role focuses on resolving issues, supporting sales officers, and assisting with TM product enhancements in a collaborative banking environment.

Qualifications

• Education: High School Diploma, GED or equivalent.
• Experience: 2 years related experience in treasury management or call center.
• Certifications/Specific Knowledge: MS Office, English fluency, banking systems familiarity.
• Strong written and verbal communication with attention to detail.

Responsibilities

• Provide primary phone support and daily client resolution for Treasury Management issues.
• Research and respond to client inquiries in a timely manner, coordinating with teams.
• Advise on online security and product usage improvements for clients.
• Ensure compliance with regulatory guidelines and SLAs for implementations.
• Maintain logs of client changes and support special projects as assigned.

Skills

Excellent communication skills

Customer service focus

General banking knowledge

Education

High School Diploma, GED or equivalent education

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.