Treasury Tech & Client Support Pro

SouthState Bank; McKinney (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

SouthState Bank in McKinney, TX, is seeking a Treasury Management Support Specialist to join our team. The role focuses on delivering expert phone and email assistance, maintaining accounts, and coordinating with Sales Officers to resolve client Treasury Management questions.

You will develop deep product knowledge, participate in compliance training, and help mentor newer teammates while ensuring timely, accurate processing and high-quality service for internal and external clients.

Qualifications

• Education: Bachelor’s degree or equivalent experience.
• Experience: 2 years in Treasury Management, Bank Operations, or Client Service.
• MS Office proficiency; ability to read, write and understand English; knowledge of Treasury Management products is preferred.

Responsibilities

• Provide phone and email support for client resolution on Treasury Management issues, account maintenance, and products.
• Research and respond to Treasury Management inquiries in a professional, timely manner, partnering with Sales Officers when necessary.
• Assist with Treasury Management account maintenance in the bank’s core and online platform.
• Maintain documentation with accuracy and ensure service levels are met.
• Provide subject matter expertise to internal staff and assist with special projects as required.

Skills

Excellent communication skills

Customer service mindset

General banking knowledge

Education

Bachelor’s degree or equivalent experience

Job description

SouthState Bank in McKinney, TX, is seeking a Treasury Management Support Specialist to join our team. The role focuses on delivering expert phone and email assistance, maintaining accounts, and coordinating with Sales Officers to resolve client Treasury Management questions.

You will develop deep product knowledge, participate in compliance training, and help mentor newer teammates while ensuring timely, accurate processing and high-quality service for internal and external clients.