Treasury Quality & Training Analyst (Remote)

SouthState Bank, N.A.; Winter Haven (FL); Hybrid; USD 65,000 - 90,000; Full time

Job summary

SouthState Bank, N.A. is seeking an experienced Treasury Management Support Specialist to join our team in Florida. You will assist Treasury management with onboarding, training objectives, and quality reviews of client interactions via calls and ticket systems.

Ideal candidates have a bachelor's degree, 2+ years banking experience, and knowledge of Treasury Management products. The role offers hybrid work with opportunities for professional growth in a supportive environment.

Qualifications

• Education: Bachelor's degree or equivalent experience.
• Experience: 2+ years of banking experience; minimum of 2 years related experience (Treasury Management product support / Implementations).
• Certifications/Specific Knowledge: Knowledge of bank operating systems and commercial banking practices.

Responsibilities

• Support calls and ticket responses to assess associate's demeanor, technical accuracy, customer service performance, and conformity to department's policies and procedures.
• Assist Treasury management with creating training objectives for onboarding of new team members.
• Create and maintain Quality Control Rubrics and other educational material to assess training effectiveness
• Creation of questionnaires to provoke further knowledge of Treasury Management products and services.
• Primary focus is evaluating client interactions via phone and ticket systems.
• Create and schedule team building activities to maintain team morale.
• Encourage support members to utilize resources to aid in self-development.
• Ensure that client Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines.
• Collaborate with Treasury leadership to maintain department procedures.
• Conduct client onboarding and implementation quality reviews.
• Maintain appropriate tracking logs, based on monitored calls and tickets.
• Provide subject matter expertise to internal bank staff as required.
• Assist with special projects as required.
• Continuously update skills by participating in professional training.
• Seek opportunities to improve skills through cross-training offered by the Bank.
• 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.

Skills

Excellent communication skills

Analytical skills

Familiarity with treasury systems and

Strong organization skills

Knowledge of personal computer, MS-办公/

Strong attention to detail and "acc"

General Banking Knowledge

Ability to handle difficult and "press

Education

Bachelor's degree or equivalent experience

Job description

SouthState Bank, N.A. is seeking an experienced Treasury Management Support Specialist to join our team in Florida. You will assist Treasury management with onboarding, training objectives, and quality reviews of client interactions via calls and ticket systems.

Ideal candidates have a bachelor's degree, 2+ years banking experience, and knowledge of Treasury Management products. The role offers hybrid work with opportunities for professional growth in a supportive environment.