SouthState Bank

Sales

• Take ownership of all tasks and challenges in the operation of assigned position
• Cover and sell products and services of fixed income and derivatives markets
• Develop a sales pipeline and build relationships with clients
• Identify new prospects among existing and potential clients
• Maintain regular communication with clients and provide feedback to business and product

Fixed Income Sales

Customer Support

• 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.
• Advise clients on potential improvements to online security, product/service utilization and enhancements.

Treasury Management Client Support Specialist

Software Engineer

• Design, develop, test, and deploy Workday integrations using Workday Studio, EIB, Workday Web Services, RaaS, Workday Connector, document transformation using XML and XSLT, and SSIS specializing in Prism and Accounting Center.
• Gather and document integration requirements, design robust solutions in collaboration with business and technical stakeholders.
• Ensure integration solutions align with Workday best practices and enterprise architecture standards.
• Maintenance of Accounting Center integrations and mappings.
• Review test cases, participate in quality assurance efforts, and support user acceptance testing.
• Contribute to documentation of technical designs, system flows, and deployment procedures.
• Collaborate with stakeholders to understand business requirements and translate them into technical solutions.
• Collaborate with peers across engineering, security, QA, and support teams to ensure solutions meet business needs.
• Lead complex integration implementations to ensure seamless data flow and system interoperability.
• Provide support for incident management and integration monitoring.
• Ensure accuracy and integrity of data and applications through analysis, coding, clear documentation and problem resolution.
• Understand and follow defined integration/development standards and best practices.
• Understand and ensure security and data privacy standards.
• Ensure compliance with data security and regulatory standards.

Workday Integration Developer

Risk

• Supports the Bank’s enterprise-wide BSA/AML/OFAC Program
• Assists management in minimizing the Bank’s exposure to BSA/AML/OFAC risk by performing due diligence of complex commercial customers
• Utilizes a variety of resources to assess customers for BSA/AML/OFAC risk
• Recommends appropriate risk mitigation
• Keeps abreast of BSA/AML/OFAC regulations and financial crime trends
• Understands the Bank’s risk appetite to assist in managing and identifying higher risk accounts
• Manages processes for identification, tracking, risk classification and review of high-risk accounts
• Develops, implements and maintains written procedures to support Customer Risk functions
• Provides Customer Risk metrics and data for committee and Board reporting
• Assists with gap analysis and review of target bank customer base for impact of future acquisitions/mergers

Director of Customer Risk

Manager

• Supports the commercial loan and deposit portfolio of one or more Relationship Managers providing quality underwriting, sound portfolio management and superior client service.
• Analyzes financial information to evaluate the credit worthiness of new loan requests and on-going Portfolio Management activities.
• Compiles commercial loan packages ensuring completeness and accuracy of information provided.
• Completes additional credit analysis through more in-depth tools outside of the traditional spreads and global cash flow.
• Guides the loan request through the Credit Approval Process.
• Monitors and services the large commercial loan portfolios through quality portfolio management work.
• Assists Relationship Manager in credit presentation to Credit Administration or other leaders and Committees at the Bank.
• Ensures that all required documentation is in file for all loans and treasury management approvals.
• Builds and maintains positive working relationships with internal business partners.

Commercial Portfolio Manager II

• Take ownership of all tasks and challenges in the operation of the assigned position
• Request financial statements and complete annual servicing on the Bank’s existing Government Loan Portfolio
• Assist with loan servicing action requests and complete site visits as needed
• Prepare the annual servicing memo per established SSB guidelines
• Submit risk rating changes via the current tracking system as adopted by the bank

Government Lending Annual Servicing Manager – FL, GA, AL, VA, NC, SC, TX, CO

• Supports the commercial loan and deposit portfolio of one or more Relationship Managers.
• Analyzes financial information to evaluate the credit worthiness of new and renewal loan requests.
• Completes industry research to support existing and new Customers.
• Compiles commercial loan packages ensuring completeness and accuracy.
• Guides loan requests through the Credit Approval Process.
• Monitors and services large commercial loan portfolios.
• Builds and maintains positive working relationships with internal partners.
• Participates in special projects and continuous improvement of skills.

Commercial Portfolio Manager – II

• Take ownership of all tasks and challenges in the operation of the assigned position
• Supervise, and conduct sales efforts, trading, middle office, and credit support for structured interest rate derivative products
• Model, price, and sell structured interest rate derivatives to community banks
• Communicate with lenders, borrowers, and coworkers
• Review credit underwriting memorandums
• Draft marketing materials for review
• Partner with commercial lenders to sell hedging solutions
• Research and analyze financial data

Managing Director, Loan Sales – Hedging

Support Engineer

• Oversee the implementation, optimization, and support of the Newgen Consumer Loan Origination system.
• Drive the vision and strategy for leveraging Newgen Consumer Loan Origination Platform and other related tools across the bank.
• Work cross-functionally with various departments to gather requirements and feedback.
• Monitor and ensure the reliability, performance, and data integrity of the platforms.
• Spearhead training and knowledge transfer initiatives to enhance user proficiency and adoption of the solution.

Technical Support Manager

• Supports the commercial loan and deposit portfolio of one or more Relationship Managers in the Energy Finance Group providing quality underwriting, sound portfolio management and superior client service.
• Analyzes financial information to evaluate the credit worthiness of new loan requests.
• Completes industry research supporting customers.
• Compiles commercial loan packages ensuring completeness and accuracy of information.
• Guides the loan request through the Credit Approval Process.
• Monitors and services large commercial loan portfolios through quality portfolio management work.
• Recommends adjustments to risk grades as circumstances change or new information becomes available.
• Works with the Relationship Manager and Loan Assistant to clear documentation deficiencies.
• Builds and maintains positive relationships with internal business partners.
• Undertakes special projects related to job function.
• Continuously updates skills and improves through professional training.

Commercial Portfolio Manager

• Responsible for handling Government Lending Guaranty Claims
• Must possess a strong knowledge of loan credit review, loan documentation, and loan compliance
• Identify issues and provide workable solutions regarding loan file documentation, loan exceptions, loan status, and other related loan issues
• Coordinate for compiling comprehensive claims on government guaranteed loans that have failed
• Ensure compliance with government requirements and perform a detailed analysis of each failed loan
• Analyze and identify claim vulnerabilities and pre-emptively determine responses
• Submit approved claim packages to the government and serve as primary point of contact for the agency on requests for additional information

Government Lending Claims Manager

Technical Program Manager

• Oversees people, processes and initiatives as they relate to the Information Technology
• Provide leadership, direction, and coaching to teams
• Assists Leadership and Team Members with the IT PMO intake processes, portfolio management process, and IT project management tools and best practices
• Directly manages IT PMO staff members
• Accomplishes human resource objectives by recruiting, training, coaching, and disciplining employees
• Manages project intake and prioritization to include use of available resources and tools
• Supports the successful delivery of IT projects/programs within scope, resources, budget, and timelines
• Track and report on project portfolio performance

IT Program Manager

Operations

• Participate in internship program activities, including workshops, training sessions, and special projects.
• Assist with data analytics, due diligence on operational platforms, and document reviews to support client engagement and outreach.
• Collaborate with operations managers, analysts/specialists, and team leaders to contribute to real-time consumer and business initiatives.
• Prioritize tasks, maintain attention to detail, meet deadlines, and thrive in a fast-paced, dynamic environment.

Deposit Operations Intern

• Responsible for the end-to-end management of all IT major incidents
• Leveraging PagerDuty to issue all communications and providing key stakeholder management notification and updates.
• Facilitate, and chair all investigation activities, meetings, and conference calls.
• Form action plans with specific actions, roles, and deadlines, and ensuring these are completed.
• Manage processes and resources including third parties to include resolving conflict to move forward to resolution.
• Accountable for resolving the outage via workaround or permanent fix
• Ensure all administration and reports are maintained and up to date
• Support and nurture process improvements and knowledge base improvements
• Provide periodic major incident and Problem Management metrics reports

Incident & Problem Manager

Business Analyst

• Take ownership of all tasks and challenges encountered in the operation of the assigned position
• Responsible for facilitating business change management by developing business requirements
• Work closely with business users and others in all stages of the project lifecycle
• Manage Deposit Operations portion of all bank-wide projects including major software upgrades and mergers and/or acquisitions
• Document all testing requirements for Deposit Operations and participate in testing.
• Identify issues through testing processes and formulate potential solutions
• Coordinate completion of tasks by Deposit Operations through implementation of projects