Client Success Manager
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! SUMMARY/OBJECTIVES This role is essential to Association Prime’s client retention strategy. We want to overwhelm our clients with proactive service and create relationship equity with key stakeholders for customers ranging from $1MM to $100MM in size. While this position supports the sales team, this position doesn’t have specific sales goals. This position requires substantial travel to tradeshows and to client locations.
Requirements
- 15+ years of experience in sales, banking operations or otherwise financial environment is required.
- Microsoft product suite is required.
Nice To Haves
- Experience in association management or association banking is helpful nut not required.
- HubSpot or other CRM is helpful.
Responsibilities
- Proactive association deposit portfolio management
- Client telephonic, email in-person communications
- Coordination with operational and account opening teams
- Oversee client gift programs
- Responsible for numerous trade shows and bank events (planning & logistics)
- Responsible for travel coordination
- Coordination with partner and bank marketing departments for the numerous marketing request the department receives
- Play an instrumental role in client onboardings
- Handle and decision/route client rate exception request
- Direct and distribute association loan requests
- Maintain client relationship database entries and reporting
- Be a brand ambassador for Association Prime
- Interact with Association Banking Analyst on earnings credit matters
- Assist sales team in sales efforts as needed
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
1,001-5,000 employees
