SouthState Bank · 5 hours ago
Treasury Management Client Support Specialist
Charlotte, NC
Full-time
Onsite
Entry Level
2+ years expSouthState Bank is a trusted financial partner known for its commitment to helping customers move forward. The Treasury Management Client Support Specialist role involves providing ongoing client support for Treasury Management products and services, ensuring compliance with regulatory guidelines, and advising clients on product utilization.
BankingFinanceFinancial ServicesLendingWealth Management
Responsibilities
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
Qualification
Required
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
Excellent communication skills
Commitment to provide excellent customer service
General banking knowledge
Preferred
Previous banking experience preferred
Knowledge of Treasury Management products / services, account analysis and online banking systems is preferred
Company
SouthState Bank
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2013-08-09IPO
Leadership Team
D
Dan Bockhorst
Executive Vice President Chief Credit Officer
Recent News
2025-12-16
Company data provided by crunchbase