Client Support Specialist

🕒 vor 2 Tagen

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Vollzeit

🟢 Junior

🟡 Mittelstufe

💝 Kundenservice

🚫👨‍🎓 Kein Abschluss erforderlich

Jetzt Bewerben

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SouthState Bank

WebsiteLinkedInAlle Stellen

1001 - 5000 Mitarbeiter

🏦 Bankwesen

💸 Finanzen

💳 Fintech

Banking • Finance • Fintech

SouthState Bank ist ein Finanzinstitut, das eine breite Palette von Bankprodukten und -dienstleistungen anbietet. Es bietet persönliche Banklösungen wie Giro- und Sparkonten, Kreditkarten sowie Online- und Mobile-Banking. Die Bank bietet auch Finanzierungsmöglichkeiten, einschließlich persönlicher Darlehen, Hypotheken und Kreditlinien auf Immobilien. Darüber hinaus bietet SouthState Bank Investitionsdienstleistungen wie Finanz- und Altersvorsorgeplanung. Für Unternehmen bietet sie Bankdienstleistungen für kleine Unternehmen und Geschäftskunden an, einschließlich Darlehen, Kreditlinien und Liquiditätsmanagement. Sie bieten zudem Vermögensverwaltungsdienste für private und Firmenkunden.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.