TM Client Support Specialist

Southstate Bank•Charlotte, NC

6d•Onsite

About The Position

The TM Client Support Specialist provides ongoing email and telephone support and issue resolution for Treasury Management products and services. The role researches and responds to client inquiries professionally, promptly, and efficiently while ensuring that Treasury Management documentation and internal processes comply with regulatory guidelines. It also supports clients and bank staff, works with Treasury Management Implementation Specialists and Sales Officers, and may assist with special projects and bank-merger conversions.

Requirements

High school diploma, GED, or equivalent education.
Two years of related experience in Treasury Management, a commercial call center, client service, or operations.
Expertise with Microsoft Office.
Ability to read, write, speak, and understand English.
Excellent written and oral communication skills.
Demonstrated success in problem analysis and resolution.
Strong attention to detail and accuracy.
Strong organizational skills and ability to manage multiple detailed work assignments accurately.
Ability to effectively access and interpret information on computer screens, documents, and reports.

Nice To Haves

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

Responsibilities

Develop and maintain technical knowledge of Treasury Management products, services, pricing, setup documentation, operating systems, data transmissions, file formats, and protocols.
Provide primary phone support and daily client contact to resolve Treasury Management issues involving products and commercial account analysis.
Research and respond to Treasury Management client inquiries in a professional, timely, and efficient manner, partnering with Implementation Specialists and Sales Officers when needed.
Advise clients on potential improvements to online security, product and service utilization, and enhancements.
Meet quality service-level agreements for implementation tasks and timelines.
Ensure client Treasury Management documentation and internal processes and procedures comply with regulatory guidelines.
Maintain appropriate tracking logs for client additions, changes, and deletions.
Assist Treasury Management Sales Officers in identifying additional client needs and offering or providing additional products and services.
Provide telephone sales support to customers requiring basic Treasury Management products and services.
Provide subject matter expertise to internal bank staff as required.
Assist with special projects as required.
Participate in data mapping, testing, and other conversion projects related to bank mergers.
Accept other duties as assigned.