Association Banking Specialist - Remote

South State Bank•Winter Haven, FL

3d•Remote

About The Position

The Association Banking Specialist synchronizes the department’s Association Banking products and account-opening and account-revision processes. The role supports clients with Treasury Management and Association Banking product implementation, paperwork, instructional documents, and training, and coordinates association transitions, including moving services. The specialist manages implementation and monitoring of risk management policies for Association and Treasury Management services. The position responds to client and bank employee questions by phone, email, and ticket; follows up with customers about product changes, additions, and other issues; analyzes products; gathers information to resolve issues and implement procedures; and resolves operational problems through inquiries and corrective actions. The specialist communicates resolutions to clients and relationship managers and works with other departments, branch personnel, and business partners to implement, train, and service products. The role also participates in system tests and validations to minimize customer impact, provides product customer service for property management companies and associations, complies with bank policies and regulatory guidelines, assists colleagues, and maintains and improves skills through training and cross-training. The incumbent must reside within the SouthState footprint. Remote or hybrid telecommuting requires a secure, private home office free from background noise and distractions, with reliable private internet that is not cellular-data based; cable or fiber is preferred. Travel may be required for department meetings and meetings with direct reports, as needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Requirements

High school diploma required.
2–4 years of experience in Association Banking, Treasury Management, or related experience in a financial institution.
Must reside within the SouthState footprint.
Must be able to access and interpret information on computer screens, documents, and reports; the role involves substantial computer time.
Telecommuting requires a secure private home office free from background noise and distractions and reliable private internet not supplied by cellular data.

Nice To Haves

Bachelor’s degree preferred.
Cable or fiber internet connection preferred.

Responsibilities

Synchronize Association Banking product operations and account-opening and account-revision processes.
Assist clients with Treasury Management and Association Banking product implementation, paperwork, instructional documents, and training.
Coordinate association transitions, including moving services.
Manage implementation and monitoring of risk management policies related to Association and Treasury Management services.
Respond to clients and bank employees by phone, email, and ticket.
Follow up with customers regarding changes, additions, and other Association Banking product issues.
Gather information and resources to resolve client issues and implement procedures.
Resolve operational problems through inquiries, corrective actions, and coordination or monitoring through resolution.
Communicate resolutions to clients and relationship managers.
Work with other departments to achieve product implementation, training, and servicing of Treasury and Association products.
Participate in system tests and validations when updates occur to minimize impact on external customers.
Collaborate with branch personnel or business partners to develop solutions that satisfy the customer and the bank relationship.
Provide product customer service for property management companies and associations, including Online Banking, ACH Origination, Bill Pay, Lockbox, and Remote Deposit Capture.
Comply with bank policies and procedures, the code of conduct, and regulatory guidelines.
Assist other employees through positive interactions.
Participate in professional training and seek cross-training opportunities to update and improve skills.