CB Client Services Representative - Decatur, AL

South State Bank•Decatur, AL

1d•Onsite

About The Position

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! ESSENTIAL FUNCTIONS: This position is expected to perform the specific duties, tasks, and responsibilities as outlined below: Ensure that excellent customer service is provided to clients Daily funding of client schedules Take calls in Credit Authorization Queue Monitor and evaluate submitted invoices and backup for quality and potential fraud Works assigned cbCentral tasks in a timely manner (i.e. Disputes/Exceptions, Needs Image, Chargebacks, etc) Maintain an in-depth understanding of client operations and behaviors to identify issues, trends, and service opportunities Ensure client funding, billing, and verification activities align with the client’s agreed-upon terms Research items in client reserve and holding/releasing funds when necessary (balance client reserves using Excel daily, if applicable) Provide client training on funding procedures and client portal Set-up new client debtors in the system Work carrier reports Prepare monthly Client Grading Report, if applicable Assist other Client Reps when needed Ensure that the Bank’s policies and procedures, code of conduct, and regulatory guidelines are strictly complied with Provide assistance to other employees by collaborating with them through healthy and positive interactions Be involved in performing marketing endeavors/efforts Continuously update skills by participating in professional training Seek opportunities to improve skills through cross-training offered by the Bank All other tasks, responsibilities or duties, as directed by management

Requirements

Proficient with general office machines and programs to include Microsoft Office Word, Excel, Outlook, and other software that might be utilized in the department
Ability to use the computer efficiently and the capacity to learn new software programs as they are rolled out by the Bank
Must possess basic English language skills in order to write and speak clearly, and effectively with coworkers and customers
Must be well-organized, accurate, and attentive to detail
Must be cooperative and willing to assist coworkers and customers on a regular basis
Must have effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others
Must possess excellent multi-tasking skills and be able to function well under pressure
Must be able to remain composed under pressure and respond to customer and coworker concerns regularly
Must have a keen eye for detail and follow instructions to the letter
Must be patient and willing to help others in solving problems while maintaining a positive attitude at all times
High school graduate or equivalent is required
At least 1 year clerical/ office work is required
Excellent verbal and written communication skills are required as well as excellent customer relations skills
Must be able to function effectively as part of a team and must possess the ability to deal effectively and tactfully with clients/vendors
Must be proficient in Excel and Word and general office duties
Ability to multitask

Responsibilities

Ensure that excellent customer service is provided to clients
Daily funding of client schedules
Take calls in Credit Authorization Queue
Monitor and evaluate submitted invoices and backup for quality and potential fraud
Works assigned cbCentral tasks in a timely manner (i.e. Disputes/Exceptions, Needs Image, Chargebacks, etc)
Maintain an in-depth understanding of client operations and behaviors to identify issues, trends, and service opportunities
Ensure client funding, billing, and verification activities align with the client’s agreed-upon terms
Research items in client reserve and holding/releasing funds when necessary (balance client reserves using Excel daily, if applicable)
Provide client training on funding procedures and client portal
Set-up new client debtors in the system
Work carrier reports
Prepare monthly Client Grading Report, if applicable
Assist other Client Reps when needed
Ensure that the Bank’s policies and procedures, code of conduct, and regulatory guidelines are strictly complied with
Provide assistance to other employees by collaborating with them through healthy and positive interactions
Be involved in performing marketing endeavors/efforts
Continuously update skills by participating in professional training
Seek opportunities to improve skills through cross-training offered by the Bank
All other tasks, responsibilities or duties, as directed by management