What are the responsibilities and job description for the Treasury Management Client Support Specialist position at SouthState Bank, N.A.?
Provide telephone and email support with full issue resolution for all Treasury Management products and services. Research and respond to Treasury Management client inquiries in a professional, timely and efficient manner. Provide day-to-day general supervisory support and training to Support Specialists. Act as lead on special project involving client documentation and system data maintenance. Provide day-to-day system training to internal and external clients. Ensure all internal processes and procedures are compliant with regulatory guidelines.
ESSENTIAL FUNCTIONS
- Maintain and consistently augment extensive technical knowledge of Treasury Management products, services and pricing, operating systems, data transmissions, file formats and protocols used for the delivery and support of Treasury Management products and services.
- Provide day-to-day general supervisory support and training to Support Specialists, requiring some travel for training and guidance purposes.
- 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.
- Provide phone support for client resolution on Treasury Management issues, training clients as requested.
- Act as lead on special projects involving client documentation of processes and procedures, and system data clean-up and maintenance.
- Ensure that client Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines.
- Assist Treasury Management Sales Officers in identifying additional client needs and offering/providing additional Treasury Management products and services.
- Provide subject matter expertise to internal bank staff as required.
OTHER DUTIES
- Participate in data mapping, testing and other conversion projects related to Bank mergers.
- Accepts other duties as assigned.
COMPETENCIES
- Proven excellent communication skills, and ability to provide excellent customer service
- Strong knowledge of banking
Qualifications and Education Requirements
- Education: Bachelor's Degree or equivalent work experience preferred.
- Experience: 2 years of experience supporting and training on the full complement of Treasury Management products and services; 2 or more years customer services experience; and 2 or more years previous banking experience.
- Knowledge: MS office expertise, ability to read, write, speak and understand English; extensive knowledge of Treasury Management products / services, account analysis and online banking systems.
- Skills: 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
On the job training with other Treasury Management team members. Required annual compliance training.
RECOMMENDED ADDITIONAL TRAINING
Product and system knowledge as needed.
Supervisory Responsibility
This position has general supervisory responsibilities.
PHYSICAL DEMANDS/WORK ENVIRONMENT
Must be able to effectively access and interpret information on computer screens, documents, reports, and identify customers. Must be able to sit and talk on phone for long periods of time.
TRAVEL
This position may require some travel from time to time.
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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.
