What are the responsibilities and job description for the CB Lead CSR - Decatur, AL position at South State Bank?
As a leading bank, SouthState has been providing financial solutions to individuals, families, and businesses 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.
ESSENTIAL FUNCTIONS
This position is expected to perform the specific duties, tasks, and responsibilities as outlined below:
Perform daily client services representative duties, including funding
Assist the department with funding when client service representatives are out of the office
Ensure that we are providing excellent customer service to our clients
Ensure that all clients are funded daily and in a timely manner
Ensure that client services representatives are working their tasks in a timely manner
Assist with questions from client services representatives
Assist with reserve questions from client services representatives
Assist in the training of client services representatives’ team
Monitor negative reserves and status of repayment plans on clients
Ensure that the companies policies and procedures, code of conduct, and regulatory guidelines are strictly complied with
Provide assistance to other employees by liaising with them through healthy and positive interactions
Continuously update skills by participating in professional training
Seek opportunities to improve skills through cross-training offered by the company
All other tasks, responsibilities or duties, as directed by management
OTHER DUTIES/COMPENTENTCIES
Must have strong communication skills characterized by excellent writing and speaking skills
Proficient with general office machines and programs to include Microsoft Office Word, Excel, Outlook, and other software that might be utilized in the department
Ability to use the computer efficiently and the capacity to learn new software programs as they are rolled out by the Bank
Must possess basic English language skills in order to write and speak clearly, and effectively with coworkers and customers
Must be well-organized, accurate, and attentive to detail
Must be cooperative and willing to assist coworkers and customers on a regular basis
Must have effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others
Must possess excellent multi-tasking skills and be able to function well under pressure
Must be able to remain composed under pressure and respond to customer and coworker concerns regularly
Must have a keen eye for detail and follow instructions to the letter
Must be patient and willing to help others in solving problems while maintaining a positive attitude at all times
Qualifications, Education, and Certification Requirements
High school graduate or equivalent is required
Prefer 3 years or more of Client Services Representative experience
Excellent interpersonal skills, including leading a team for maximum operational performance
Excellent verbal and written communication skills are required as well as excellent customer relations skills
Must be able to function effectively as part of a team and must possess the ability to deal effectively and tactfully with clients/vendors
Must be proficient in Excel and Word and general office duties
Ability to multitask
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training, New Employee Orientation
PHYSICAL DEMANDS
Must be able to remain seated or work standing in a confined area on a computer for a minimum of four (4) hours each workday
Must be able to constantly use hands and fingers to enter data through or on a computer or answer a phone throughout most of an eight (8) hour shift
Must be able to walk often throughout the day
Must be able to hear and communicate with coworkers and customers throughout the day
May need to lift-up to twenty-five pounds one to two times a day to perform job
WORK ENVIRONMENT
Must be able to function in a professional, business office environment and act and dress appropriately for same, consistent with the Bank’s grooming and dress codes
Must demonstrate excellent interpersonal skills with customers and coworkers
Must be willing to function as a team member
Must be willing to demonstrate commitment to SouthState Bank’s mission and goals
TRAVEL
Travel may be required to come to meetings as needed.
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.
ESSENTIAL FUNCTIONS
This position is expected to perform the specific duties, tasks, and responsibilities as outlined below:
Perform daily client services representative duties, including funding
Assist the department with funding when client service representatives are out of the office
Ensure that we are providing excellent customer service to our clients
Ensure that all clients are funded daily and in a timely manner
Ensure that client services representatives are working their tasks in a timely manner
Assist with questions from client services representatives
Assist with reserve questions from client services representatives
Assist in the training of client services representatives’ team
Monitor negative reserves and status of repayment plans on clients
Ensure that the companies policies and procedures, code of conduct, and regulatory guidelines are strictly complied with
Provide assistance to other employees by liaising with them through healthy and positive interactions
Continuously update skills by participating in professional training
Seek opportunities to improve skills through cross-training offered by the company
All other tasks, responsibilities or duties, as directed by management
OTHER DUTIES/COMPENTENTCIES
Must have strong communication skills characterized by excellent writing and speaking skills
Proficient with general office machines and programs to include Microsoft Office Word, Excel, Outlook, and other software that might be utilized in the department
Ability to use the computer efficiently and the capacity to learn new software programs as they are rolled out by the Bank
Must possess basic English language skills in order to write and speak clearly, and effectively with coworkers and customers
Must be well-organized, accurate, and attentive to detail
Must be cooperative and willing to assist coworkers and customers on a regular basis
Must have effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others
Must possess excellent multi-tasking skills and be able to function well under pressure
Must be able to remain composed under pressure and respond to customer and coworker concerns regularly
Must have a keen eye for detail and follow instructions to the letter
Must be patient and willing to help others in solving problems while maintaining a positive attitude at all times
Qualifications, Education, and Certification Requirements
High school graduate or equivalent is required
Prefer 3 years or more of Client Services Representative experience
Excellent interpersonal skills, including leading a team for maximum operational performance
Excellent verbal and written communication skills are required as well as excellent customer relations skills
Must be able to function effectively as part of a team and must possess the ability to deal effectively and tactfully with clients/vendors
Must be proficient in Excel and Word and general office duties
Ability to multitask
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training, New Employee Orientation
PHYSICAL DEMANDS
Must be able to remain seated or work standing in a confined area on a computer for a minimum of four (4) hours each workday
Must be able to constantly use hands and fingers to enter data through or on a computer or answer a phone throughout most of an eight (8) hour shift
Must be able to walk often throughout the day
Must be able to hear and communicate with coworkers and customers throughout the day
May need to lift-up to twenty-five pounds one to two times a day to perform job
WORK ENVIRONMENT
Must be able to function in a professional, business office environment and act and dress appropriately for same, consistent with the Bank’s grooming and dress codes
Must demonstrate excellent interpersonal skills with customers and coworkers
Must be willing to function as a team member
Must be willing to demonstrate commitment to SouthState Bank’s mission and goals
TRAVEL
Travel may be required to come to meetings as needed.
