Debt Capital Markets Operations Specialist

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!

SUMMARY/OBJECTIVES

It is the responsibility of the Debt Capital Markets Specialist I to take ownership of all tasks and challenges that they encounter in the operation of their assigned position.  This position is responsible for, but not limited to, processing securities transactions with a high degree of accuracy in a various operational system. Works in a fast-paced environment balancing multiple requests simultaneously. Independently leverages technology and resources to achieve routine efficiencies. Provides extraordinary customer service in a professional team environment.

ESSENTIAL FUNCTIONS

This position is expected to perform the specific duties, tasks, and responsibilities as outlined below:

• Provides extraordinary customer service to customers, colleagues, and associates (both internal and external) enthusiastically, professionally and with confidence through various means of communication
• Responsible for the accurate processing of securities transactions through various systems which includes the entry of detailed information for establishing new accounts, new security issue set up, trade tickets, settlements, payments of principal / Interest and pledging, etc.
• Leverages technology and resources appropriately to perform various functions efficiently including communications, recordkeeping, reporting, etc.
• Research and resolve issues independently
• Provides knowledge sharing with team members to strengthen understanding of processes, controls and regulatory requirements
• Participates in proactive team efforts to achieve departmental and company goals
• Remain knowledgeable of changes affecting securities processes that may create operational service opportunities
• Strive to achieve an in-depth understanding of securities and processing as well as a general understanding of other Division services
• Maintain good relationships with internal and external customers, management team, and other contacts
• Ensure that the Bank’s policies and procedures, code of conduct, and regulatory guidelines are strictly complied with
• Provide assistance to other employees by liaising with them through healthy and positive interactions
• Be involved in performing marketing endeavors/efforts
• Continuously update skills by participating in professional training
• Seek opportunities to improve skills through cross-training offered by the Bank
• All other tasks, responsibilities, or duties, as directed by management

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

COMPETENCIES

• Proficient with general office machines and programs to include Microsoft Office Word, Excel, Outlook, and other software that might be utilized in the department
• Ability to use the computer efficiently and the capacity to learn new software programs as they are rolled out by the Bank
• Must have good knowledge of business English, including spelling and punctuation
• Must possess basic English language skills to write and speak clearly, and effectively with coworkers and customers
• Must be well-organized, accurate, and attentive to detail
• Must be cooperative and willing to assist coworkers and customers on a regular basis
• Must have effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others
• Must possess excellent multi-tasking skills and be able to function well under pressure
• Must be able to remain composed under pressure and respond to customer and coworker concerns regularly
• Must have a keen eye for detail and follow instructions to the letter
• Must be patient and willing to help others in solving problems while maintaining a positive attitude at all times

Qualifications, Education, and Certification Requirements

• Education: Minimum High School diploma or general education degree (GED)
• Experience: One to three years related experience and/or training
• Certifications/Specific Knowledge: None

TRAINING REQUIREMENTS/CLASSES

Required annual compliance training, New Employee Orientation

PHYSICAL DEMANDS

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. Must be able to remain seated or work standing in a confined area on a computer. Must be able to constantly enter data through or on a computer or answer a phone throughout most of an eight (8) hour shift.

WORK ENVIRONMENT

Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred.  Requirements are subject to change, as new systems and technology is delivered.

TRAVEL

Travel may be required to attend meetings, conferences or training as needed.

Equal Opportunity Employer, including disabled/veterans.