Port Saint Lucie, Florida, United States · On-site
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Treasury Management, Client Support, Commercial Account Analysis, Problem Analysis, Regulatory Compliance
Winter Haven, Florida, United States · Hybrid
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Terafina, Project Management, Account Origination, Business Analysis, Stakeholder Management
Winter Haven, Florida, United States · Hybrid
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Power BI, DAX, SQL, Power Query, Data Modeling
United States · Remote OK
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Terafina, Project Management, Business Analysis, Account Origination, Regulatory Compliance
Port Saint Lucie, Florida, United States · On-site
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Treasury Management, Client Support, Commercial Account Analysis, Problem Analysis, Regulatory Compliance
Alabama, United States · Remote OK
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Financial Services Auditing, Risk Management, SOX Compliance, Internal Control, Audit Planning
United States · Remote OK
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Power BI, DAX, SQL, Power Query, Data Modeling
Rock Hill, South Carolina, United States · Remote OK
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Credit Analysis, Portfolio Management, Underwriting, Financial Analysis, Loan Structuring
York County, South Carolina, United States · On-site
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Credit Analysis, Portfolio Management, Underwriting, Financial Analysis, Loan Structuring
Anchorage, Alaska, United States · On-site
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Loan Processing, Commercial Lending, Loan Documentation, Customer Service, Time Management
Jacksonville, Florida, United States · On-site
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Treasury Management, Customer Focus, Written Communication, Verbal Communication, Organizational Skills
Hart County, Georgia, United States · On-site
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Cash Handling, Customer Relationship Management, Banking Regulations, Account Management, Sales
Fort Lauderdale, Florida, United States · On-site
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Treasury Management, Sales Planning, Client Relationship Management, Fraud Education, Cash Flow Analysis
Jacksonville, Florida, United States · Hybrid
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Treasury Management, Sales Planning, Client Relationship Management, Fraud Education, Commercial Banking
Brookline, Massachusetts, United States · On-site
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Cash Handling, Customer Relationship Management, Banking Regulations, Account Management, Sales
Houston, Texas, United States · On-site
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Treasury Management, Sales Planning, Client Relationship Management, Fraud Education, Cash Flow Analysis
Hartwell, Georgia, United States · On-site
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Cash Handling, Customer Relationship Management, Banking Regulations, Account Management, Sales
Fort Lauderdale, Florida, United States · On-site
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Treasury Management, Sales Planning, Client Relationship Management, Fraud Education, Commercial Banking
Fort Bend County, Texas, United States · On-site
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Treasury Management, Sales Planning, Client Relationship Management, Fraud Education, Cash Flow Analysis
Larimer County, Colorado, United States · On-site
$39k–$58k/yr
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Cash Handling, Customer Relationship Management, Sales, Account Management, Banking Regulations
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Provide professional email and telephone support for Treasury Management products and services to resolve client inquiries. Ensure all documentation and internal processes remain compliant with regulatory guidelines.
Requires a high school diploma or equivalent and at least 2 years of related experience in Treasury Management, commercial call centers, or client services. Proficiency in MS Office and strong communication skills are essential.
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
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.
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.
Excellent communication skills
Commitment to provide excellent customer service
General banking knowledge
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.
Required annual compliance training, New Employee Orientation
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.
This position is located in a cubicle environment that may be loud throughout the day.
Travel may be required to come to meetings as needed.
Work Location: 110 East Boulevard Charlotte, North Carolina 28203Equal Opportunity Employer, including disabled/veterans.
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond — we are known for combining personal relationships with forward-thinking solutions. As we grow, our experienced bankers are committed to helping our customers find their success while maintaining the integrity of our values: building trust, fostering lasting relationships, and helping communities and businesses thrive. This is SouthState. This is Banking Forward. Member FDIC and Equal Housing Lender.
Offices: 1101 First Street South, Winter Haven, Florida 33880, US
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond — we are known for combining personal relationships with forward-thinking solutions. As we grow, our experienced bankers are committed to helping our customers find their success while maintaining the integrity of our values: building trust, fostering lasting relationships, and helping communities and businesses thrive. This is SouthState. This is Banking Forward. Member FDIC and Equal Housing Lender.
Offices: 1101 First Street South, Winter Haven, Florida 33880, US
