TM Client Support Specialist Port St. Lucie FL, Charlotte NC, & Atlanta GA
Winter Haven, FL 
Share
Posted 7 days ago
Job Description

As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work.

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.
ESSENTIAL FUNCTIONS
* 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.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPETENCIES
* Excellent communication skills
* Commitment to provide excellent customer service
* General banking knowledge
QUALIFICATIONS, EDUCATION, AND CERTIFICATION REQUIREMENTS
* 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.
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training, New Employee Orientation
PHYSICAL DEMANDS
Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.

WORK ENVIRONMENT
This position is located in a cubicle environment that may be loud throughout the day.

TRAVEL
Travel may be required to come to meetings as needed.


CenterState Bank is an Equal Opportunity Employer Veterans/Disabled and will not discriminate against applicants or employees on the basis of race, color, religion, gender, sexual orientation, marital status, age, national origin, ancestry, gender identity, disability, genetic testing, service in the military, citizenship status or any other characteristics protected by federal, state or local law. CenterState also prohibits harassment of applicants or employees based on any of these protected categories.

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
High School or Equivalent
Required Experience
2+ years
Email this Job to Yourself or a Friend
Indicates required fields