TM Client Support Specialist

SouthState Bank•Port Saint Lucie, FL

7d•Onsite

About The Position

Provide ongoing email and telephone client support and resolution for Treasury Management products and services. Research and respond to client inquiries professionally, promptly, and efficiently. Ensure Treasury Management documentation, internal processes, and procedures comply with regulatory guidelines. The position is located in a cubicle environment at 7777 Henneman Way, McKinney, Texas 75070. Travel may be required for meetings as needed.

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.
Proven 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 preferred.
Knowledge of Treasury Management products and services, account analysis, and online banking systems preferred.

Responsibilities

Develop and maintain technical knowledge of Treasury Management products, services and pricing; service setup documentation; operating systems; and 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, partnering with Implementation Specialists and Sales Officers when necessary.
Advise clients on potential improvements to online security, product and service utilization, and enhancements.
Ensure quality service-level agreements related to implementation tasks and timelines are met.
Ensure client Treasury Management documentation and internal processes and procedures comply with regulatory guidelines.
Maintain tracking logs for client additions, changes, and deletions.
Assist Treasury Management Sales Officers in identifying 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.
Complete required annual compliance training and New Employee Orientation.