Client Support Specialist
SouthState Bank
full-time
Posted on:
Location Type: Office
Location: Port St Lucie • Florida • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Provide ongoing 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.
- Ensure 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.
- Partner 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.
- 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.
- Participate in data mapping, testing and other conversion projects related to Bank mergers.
- Accept other duties as assigned.
Requirements
- High School Diploma, GED or equivalent education.
- 2 years related experience (Treasury Management, Commercial Call Center, Client Service, Operations); Previous banking experience preferred.
- MS office expertise.
- Ability to read, write, speak and understand English.
- 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.
- Strong attention to detail and accuracy.
- Strong organization skills.
- Ability to manage multiple detailed work assignments with a high degree of accuracy.
Benefits
- Equal Opportunity Employer, including disabled/veterans.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Treasury Managementaccount analysisdata mappingtestingfile formatsprotocolsonline banking systemsproblem analysisresolutionMS Office
Soft skills
communication skillsattention to detailorganizational skillsclient supportprofessionalismtimelinessefficiencyability to manage multiple assignmentssubject matter expertisecollaboration
Certifications
High School DiplomaGED