Treasury Management Client Support Specialist

🕒 April 29

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💝 Customer Support

🚫👨‍🎓 No degree required

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SouthState Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

SouthState Bank is a financial institution that offers a wide range of banking products and services. It provides personal banking solutions such as checking and savings accounts, credit cards, and online and mobile banking. The bank also offers borrowing options including personal loans, mortgages, and home equity lines of credit. Additionally, SouthState Bank provides investment services like financial and retirement planning. For businesses, it offers small business and commercial banking services, including loans, lines of credit, and cash flow management. They also provide wealth management services for personal and corporate clients.

📋 Description

• 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 • Ensure Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines • 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 • 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 • 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

🎯 Requirements

• 2 years related experience (Treasury Management, Commercial Call Center, Client Service, Operations) • Previous banking experience preferred • 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

🏖️ Benefits

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions • Equal Opportunity Employer, including disabled/veterans