TM Client Support Specialist

South State Bank•Port Saint Lucie, FL

12d•Onsite

About The Position

Provide on-going email and telephone client support and resolution for all Treasury Management products and services. Research and respond to Treasury Management client inquiries in a professional, timely and efficient manner. Ensures Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines. Develop and maintain extensive technical knowledge of products, services and pricing, service setup documentation, operating systems, and data transmissions, file formats and protocols used for the delivery and support of Treasury Management products and services. Provide primary phone support and daily contact for client resolution on Treasury Management issues, products, and commercial account analysis. Research and respond to all Treasury Management client inquiries in a professional, timely and efficient manner, partnering with Treasury Management Implementation Specialists and Sales Officers when necessary. Advise clients on potential improvements to online security, product/service utilization and enhancements. Ensure that all quality services level agreement related to implementation tasks and timelines are met. Ensure that client Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines. Maintain appropriate tracking logs, based on client additions/changes/deletions. Assist Treasury Management Sales Officers in identifying additional client needs and offering/providing additional Treasury Management products and services. Provide telephone sales support to customers requiring basic TM products/services. Provide subject matter expertise to internal bank staff as required. Assist with special projects as required. Participates in data mapping, testing and other conversion projects related to Bank mergers. Accepts other duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

High School Diploma, GED or equivalent education.
2 years related experience (Treasury Management, Commercial Call Center, Client Service, Operations)
MS office expertise
Ability to read, write, speak and understand English
Proven success in problem analysis and resolution
Strong attention to detail and accuracy
Strong organization skills
Ability to manage multiple detailed work assignments with a high degree of accuracy.

Nice To Haves

Previous banking experience preferred.
Knowledge of Treasury Management products / services, account analysis and online banking systems is preferred.

Responsibilities

Provide primary phone support and daily contact for client resolution on Treasury Management issues, products, and commercial account analysis.
Research and respond to all Treasury Management client inquiries in a professional, timely and efficient manner, partnering with Treasury Management Implementation Specialists and Sales Officers when necessary.
Advise clients on potential improvements to online security, product/service utilization and enhancements.
Ensure that all quality services level agreement related to implementation tasks and timelines are met.
Ensure that client Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines.
Maintain appropriate tracking logs, based on client additions/changes/deletions.
Assist Treasury Management Sales Officers in identifying additional client needs and offering/providing additional Treasury Management products and services.
Provide telephone sales support to customers requiring basic TM products/services.
Provide subject matter expertise to internal bank staff as required.
Assist with special projects as required.
Participates in data mapping, testing and other conversion projects related to Bank mergers.
Accepts other duties as assigned.