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Client Support Specialist
SouthState BankProvide client support for Treasury Management products at SouthState Bank. Research inquiries and ensure compliance with regulatory guidelines.
About the role
Key responsibilities & impact- 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.
- 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.
- 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.
- Participates in data mapping, testing and other conversion projects related to Bank mergers.
- Accepts other duties as assigned.
Requirements
What you’ll need- Education: High School Diploma, GED or equivalent education.
- Experience: 2 years related experience (Treasury Management, Commercial Call Center, Client Service, Operations); Previous banking experience preferred.
- Certifications/Specific Knowledge: 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
Comp & perks- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Treasury Managementaccount analysisdata mappingtestingfile formatsdata transmissionsonline banking systemsproblem analysisservice setup documentationregulatory compliance
Soft Skills
written communicationoral communicationproblem resolutionattention to detailorganizational skillstime managementclient supportprofessionalismteam collaborationadaptability
Certifications
High School DiplomaGED