Association Banking Specialist - Remote

SouthState Bank

3d•Remote

About The Position

The Association Banking Specialist coordinates the department’s Association Banking products, account openings, and account revisions. The role supports product implementation and delivery for clients, including Treasury Management and Association Banking services, related paperwork, instructional materials, and training. It also coordinates association transitions and the movement of services, and manages implementation and monitoring of risk management policies related to Association and Treasury Management services. The specialist responds to client and bank employee questions through phone calls, emails, and tickets; maintains customer contact regarding product changes, additions, and other issues; analyzes products; and gathers information and resources to resolve client issues and implement procedures. The role resolves operational problems, communicates resolutions to clients and relationship managers, and works with other departments, branch personnel, and business partners to support implementation, training, servicing, and appropriate client solutions. The specialist may participate in system tests and validations when updates occur to minimize impact on external customers. The position provides customer service to property management companies and associations for products and services including Online Banking, ACH Origination, Bill Pay, Lockbox, and Remote Deposit Capture. It requires compliance with bank policies, procedures, the code of conduct, and regulatory guidelines, as well as ongoing training and cross-training. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The incumbent must reside within SouthState’s footprint. Travel may be required for department meetings and meetings with direct reports, as needed.

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.
Must have a secure home office environment free from background noise and distractions for telecommuting work.
Must have a reliable private internet connection that is not supplied by cellular data; cable or fiber connections are preferred.

Nice To Haves

Bachelor’s Degree preferred.

Responsibilities

Coordinate Association Banking product operations, account openings, and account revisions.
Assist with client implementation and delivery of Treasury Management and Association Banking products, including paperwork, instructional documents, and training.
Coordinate association transitions, including the movement of services.
Manage implementation and monitoring of risk management policies related to Association and Treasury Management services.
Respond to client and bank employee questions by phone, email, and ticket.
Maintain customer contact and follow through on product changes, additions, and other issues.
Analyze products and gather information and resources to resolve client issues and implement procedures.
Resolve operational problems accurately and promptly by initiating inquiries, corrective action, and coordination or monitoring through resolution.
Communicate resolutions to clients and relationship managers.
Work proactively with other departments on implementation, training, and servicing of Treasury and Association products.
Participate in system tests and validations following updates to help minimize impact on external customers.
Collaborate with branch personnel and business partners to develop solutions that meet client and bank needs.
Provide product customer service to property management companies and associations for Online Banking, ACH Origination, Bill Pay, Lockbox, and Remote Deposit Capture.
Comply with bank policies and procedures, the code of conduct, and regulatory guidelines.
Support other employees through positive interactions and liaison work.
Maintain and improve skills through professional training and bank-provided cross-training.