Client Support Specialist

🕒 il y a 4 jours

🐊 Florida – Distant

🐊 Florida – Remote

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

💝 Support Client

🚫👨‍🎓 Aucun diplôme requis

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SouthState Bank

Site WebLinkedInTous les Emplois

1001 - 5000 employés

🏦 Banque

💸 Finance

💳 Fintech

Banking • Finance • Fintech

SouthState Bank est une institution financière offrant une large gamme de produits et services bancaires. Elle propose des solutions de banque personnelle telles que des comptes chèques et d'épargne, des cartes de crédit, et des services bancaires en ligne et mobiles. La banque offre également des options de prêt comprenant des prêts personnels, des hypothèques et des lignes de crédit sur la valeur nette immobilière. De plus, SouthState Bank fournit des services d'investissement comme la planification financière et de retraite. Pour les entreprises, elle propose des services de banque d'affaires et commerciale, y compris des prêts, des lignes de crédit et la gestion des flux de trésorerie. Elle offre également des services de gestion de patrimoine pour les clients particuliers et corporatifs.

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.

🎯 Exigences

• 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.

🏖️ Avantages

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