Association Banking Specialist

New
S
SouthStateBanking
United StatesFull-TimeJunior
Salary not disclosed
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Job Details

Experience
2-4 years of experience in Association Banking, Treasury Management, or related experience in a financial institution.
Required Skills
Customer serviceRisk Management

Requirements

  • High School Diploma required.
  • Bachelor’s Degree preferred.
  • Have 2-4 years of experience in Association Banking, Treasury Management, or related experience in a financial institution.
  • Reside within the SouthState footprint.
  • Maintain a secure home office environment free from background noise and distractions for telecommuting.
  • Have a reliable private internet connection that is not supplied by cellular data; cable or fiber connections are preferred.
  • Complete required annual compliance training and New Employee Orientation.

Responsibilities

  • Coordinate operations for Association Banking products, account opening, and account revisions.
  • Assist clients with Treasury Management and Association Banking product implementation, paperwork, instructional documents, and training.
  • Coordinate association transitions, including the movement of services.
  • Manage implementation and monitoring of risk management policies for Association and Treasury Management services.
  • Respond to client and bank employee questions through phone calls, emails, and tickets.
  • Gather information and resources to resolve client issues and implement procedures.
  • Investigate operational problems, initiate corrective action, and monitor actions through resolution.
  • Communicate resolutions to clients and relationship managers.
  • Provide product customer service for property management companies and associations, including Online Banking, ACH Origination, Bill Pay, Lockbox, and Remote Deposit Capture.
  • Participate in system tests and validations when updates occur.
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