TM Specialty Support Specialist

Posted 2 Days Ago
Be an Early Applicant
3 Locations
In-Office
Junior
Fintech • Payments • Financial Services
The Role
Provides phone and email support for Treasury Management products, account maintenance, online banking issues, and technical troubleshooting. Researches client inquiries, maintains documentation, supports implementation timelines, develops less-experienced team members, and serves as a subject matter expert for internal staff. The role also assists with conversion projects, special initiatives, compliance training, and complex payment-product issues.
Summary Generated by Built In

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!

ESSENTIAL FUNCTIONS

  • Develop and maintain extensive technical knowledge of products, services, setup documentation, operating systems, and data transmissions, file formats and protocols used for the delivery and support of Treasury Management products and services.

  • Provide phone and email support for client resolution on Treasury Management issues, account maintenance, and products.

  • Research and respond to all Treasury Management client inquiries in a professional, timely and efficient manner, partnering with Treasury Management Support Specialists and Sales Officers when necessary.

  • Assist with performing Treasury Management account maintenance in the bank’s core and the online treasury platform.

  • Assist with developing less-experienced team members.

  • Master, develop competency in more complex issues such as file mappers, technical troubleshooting for ACH, Wire, RDC, Instant Payments, and Integrated Payables and other Treasury Management products.

  • Ensure that all quality services level agreements related to implementation tasks and timelines are met.

  • Ensure all required documentation is received, accurate, and scanned accordingly.

  • Ensure the highest level of service is provided to internal and external clients.

  • Provide subject matter expertise to internal bank staff as required.

  • Assist with special projects as required.

  • Completes all required annual compliance training timely.

  • Participates in conversion projects related to Bank mergers when needed.

  • Accepts other duties as assigned.

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

COMPETENCIES

  • Excellent communication skills

  • Commitment to provide excellent customer service

  • General banking knowledge

Qualifications, Education, and Certification Requirements

  • Education: Bachelor’s degree or equivalent experience

  • Experience: 2 years of related experience (Treasury Management, Bank Operations, Client Service); Previous banking experience required.

  • 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.

TRAINING REQUIREMENTS/CLASSES

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.  This can be done sitting or standing with use of the right desk. 

WORK ENVIRONMENT

This position is located in a cubicle environment that may be loud throughout the day.  The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks. 

TRAVEL

Travel may be required to come to meetings as needed.

Work Location: 7777 Henneman Way McKinney, Texas 75070

Equal Opportunity Employer, including disabled/veterans.

Skills Required

  • Bachelor's degree or equivalent experience
  • Two years of related experience in Treasury Management, bank operations, or client service
  • Previous banking experience
  • Microsoft Office expertise
  • Ability to read, write, speak, and understand English
  • Excellent written and verbal communication skills
  • Proven success in problem analysis and resolution
  • Strong attention to detail and accuracy
  • Strong organizational skills
  • Ability to manage multiple detailed work assignments accurately
  • Knowledge of Treasury Management products and services
  • Knowledge of account analysis and online banking systems

SouthState Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SouthState Bank and has not been reviewed or approved by SouthState Bank.

  • Leave & Time Off Breadth Paid parental leave, PTO, dedicated volunteer time, and Critical Care Time are prominently included in the package, broadening time‑off support. These offerings help the total rewards feel stronger even when base pay is viewed as average.
  • Retirement Support A 401(k) with company match and Roth/traditional options, and references to an employee stock purchase plan, bolster long‑term financial benefits. Retirement programs are presented as a core strength of the package.
  • Wellbeing & Lifestyle Benefits Wellness programs plus banking product and retailer discounts add lifestyle value beyond core insurance. The breadth of ancillary perks complements standard medical, dental, and vision coverage.

SouthState Bank Insights

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The Company
HQ: Winter Haven, FL
4,064 Employees

What We Do

SouthState is one of the leading regional banks in the Southeast – serving more than one million customers via 240+ locations in Florida, Alabama, Georgia, the Carolinas, and Virginia. We offer robust banking solutions, including consumer banking, mortgage, small business banking, commercial banking and wealth management. Our bankers care about our customers and each other – and it shows. We’re proud to have earned awards for our banking solutions, service and workplace environment. For the past three years, we’ve been ranked on the Forbes’ 100 Best Banks in America and have earned top workplace honors several years running. This is banking at its best. This is banking forward. Learn more about how we can help you meet your financial goals at www.southstatebank.com. Member FDIC and Equal Housing Lender

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