Account Services Coordinator

🔥 13 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

👻 Ghost score 10%

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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

• Coordinate account opening, closing, rate changes, and other account maintenance processes • Monitor quality, accuracy, and process consistency in account servicing • Coordinate service activities with other association banking functions • Ensure sales organization objectives are assigned promptly • Identify sales and service process improvement opportunities • Inspect service process quality and prioritize improvements with the Association Banking Account Service Manager • Analyze process bottlenecks and inconsistencies and facilitate continuous process improvement • Implement CRM and other enabling technologies for field sales teams • Monitor CRM data compliance and optimize technology investments with sales management • Participate in training and cross-training delivery • Provide input on service incentive compensation programs • Build peer support and internal company relationships • Assist with bank audits and attestation efforts • Assist with reporting and ad hoc analysis for the association banking division • Attend regular service calls and communicate bank initiatives, policies, and team-culture updates • Assist with new-client onboarding and software conversions • Participate in critical path method tracking and project scheduling • Coordinate with Treasury Management on shared products and solutions • Participate in marketing efforts • Maintain skills through professional training and bank-offered cross-training • Prepare documents, business letters, and memorandums • Complete other duties as directed by management

🎯 Requirements

• Four Year College Degree; Masters preferred, or comparable • 2+ years of business banking customer support, or 2+ years’ experience in the Community Association Management industry • Knowledge of community association banking account management • Strong computer skills • Outstanding customer service skillsets • Working in a team orientation • Must have strong communication skills, including excellent writing and speaking skills • Proficient with Microsoft Office Word, Excel, Outlook, and other departmental software • Ability to learn new software programs • Good knowledge of business English, including spelling and punctuation • Basic English language skills • Well-organized, accurate, and attentive to detail • Effective listening, multitasking, problem-solving, and pressure-management skills • Must comply with bank policies, procedures, code of conduct, and regulatory guidelines • Must be able to function in a professional business office environment • Must be able to remain seated or work standing at a computer for at least four hours each workday • Must be able to use hands and fingers for computer data entry or phone answering throughout most of an eight-hour shift • Must be able to walk frequently, hear and communicate throughout the day, and lift up to 25 pounds one to two times daily • Must demonstrate excellent interpersonal skills and willingness to work as a team member

🏖️ Benefits

• Continuing education for certification requirements • Required annual compliance training • Professional training and cross-training opportunities • Less than 25% travel

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