[Hiring] Association Banking Specialist @SouthState Bank

Role Description

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!

• Synchronizes operations of the department’s Association Banking products, account opening and account revisions process.
• Assists clients with Treasury Management and Association Banking product delivery and paperwork, including any instructional documents or training.
• Coordinates association transitions to include the movement of services.
• Manages the implementation and monitoring of risk management policies related to Association/Treasury Management services.
• Handles phone calls, emails, and tickets from clients and bank employees with questions.
• Maintains and follows through on customer contact regarding changes, additions, and other issues with Association Banking products.
• Gathers information and resources to resolve client issues and implement procedures.
• Resolves operational problems in a timely and accurate manner, to the mutual benefit of the Bank and its business relationship.
• Communicates resolution both to the client and the relationship manager.
• Proactively interacts with other departments to achieve product implementation, proper training, and servicing of Treasury/Association products.
• Expected to participate in system tests/validations when updates occur to ensure minimal impact on external customers.
• Collaborates with branch personnel or business partners to make appropriate solutions to clients that satisfy both the customer and bank relationship.
• Provides product customer service for property management companies and associations including but not limited to: Online Banking, ACH Origination, Bill Pay, Lockbox, and Remote Deposit Capture.
• Ensures compliance with the Bank’s policies and procedures, code of conduct, and regulatory guidelines.
• Provides assistance to other employees through healthy and positive interactions.
• Continuously updates skills by participating in professional training.
• Seeks opportunities to improve skills through cross-training offered by the Bank.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications

• High School Diploma required; Bachelor’s Degree Preferred.
• 2-4 years of experience in Association Banking, Treasury Management, or related experience in a financial institution.
• Incumbent must reside within SouthState footprint.

Requirements

• 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, which can be done sitting or standing with the use of the right desk.

Work Environment

• This position is in a private office.
• Telecommuting roles must have a secure home office environment free from background noise and distractions.
• Must have a reliable private internet connection that is not supplied by cellular data (hot spot); cable or fiber connections are preferred.
• Requirements are subject to change as new systems and technology are delivered.

Travel

• Travel may be required to attend department meetings and meet with direct reports, as needed.

Equal Opportunity Employer, including disabled/veterans.