Treasury Client Support Specialist I

South State Bank•McKinney, TX

4d•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! SUMMARY/OBJECTIVES 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.

Requirements

High School Diploma, GED or equivalent education.
2 years related experience (Treasury Management, Commercial Call Center, Client Service, Operations)
Ability to read, write, speak and understand English
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.
MS office expertise
Knowledge of Treasury Management products / services, account analysis and online banking systems is preferred.
Excellent written/oral communications skills
Proven success in problem analysis and resolution

Responsibilities

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 agreements 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.