What are the responsibilities and job description for the TM Client Support Specialist position at South State Bank?
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.
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.
