[Hiring] Association Banking Specialist @South State Bank

Role Description

• Synchronizes operations of the department’s Association Banking products, account opening and account revisions process.
• Association Banking Product Implementation:
  • 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.
• Product Analysis:
  • 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 by initiating inquiries, originating corrective action, coordinating and/or monitoring that action to desired conclusion.
  • 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 that the external customers will experience minimal impact.
  • Collaborates with branch personnel or business partners in order to make appropriate solutions to client which satisfy 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 that the Bank’s policies and procedures, code of conduct, and regulatory guidelines are strictly complied with.
• Provides assistance to other employees by liaising with them 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.
• 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 in a private office. Telecommuting roles must have a secure home office environment that is free from background noise and distractions.
• Must have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred.
• Travel may be required to attend department meetings and meet with direct reports, as needed.

Company Description