Account Services Coordinator

SouthState Bank

. Coordinate account opening, closing, rate changes, and other account maintenance processes .

Posted 11/12/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in account management and customer support within the community association banking sector, with a strong focus on process improvement, compliance, and effective communication. Proficient in utilizing CRM technologies and Microsoft Office tools to enhance service delivery and operational efficiency.

Highest-signal resume keywords

Account ManagementCustomer SupportProcess ImprovementCRM ImplementationMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account OpeningAccount ClosingRate ChangesData ComplianceBusiness Banking KnowledgeSoftware ConversionsProject SchedulingAd Hoc AnalysisBusiness English ProficiencyAttention to Detail

Soft Skills

Outstanding Customer ServiceEffective ListeningProblem-SolvingTeam OrientationInterpersonal Skills

Tools & Technologies

CRM SoftwareMicrosoft Office WordMicrosoft Office ExcelMicrosoft Office Outlook

Industry Keywords

Community Association ManagementBank PoliciesRegulatory GuidelinesService Incentive CompensationTreasury Management

About the role

Key responsibilities & impact

Coordinate account opening, closing, rate changes, and other account maintenance processes
Monitor quality, accuracy, and process consistency in account servicing
Coordinate service activities with other association banking functions
Ensure sales organization objectives are assigned promptly
Identify sales and service process improvement opportunities
Inspect service process quality and prioritize improvements with the Association Banking Account Service Manager
Analyze process bottlenecks and inconsistencies and facilitate continuous process improvement
Implement CRM and other enabling technologies for field sales teams
Monitor CRM data compliance and optimize technology investments with sales management
Participate in training and cross-training delivery
Provide input on service incentive compensation programs
Build peer support and internal company relationships
Assist with bank audits and attestation efforts
Assist with reporting and ad hoc analysis for the association banking division
Attend regular service calls and communicate bank initiatives, policies, and team-culture updates
Assist with new-client onboarding and software conversions
Participate in critical path method tracking and project scheduling
Coordinate with Treasury Management on shared products and solutions
Participate in marketing efforts
Maintain skills through professional training and bank-offered cross-training
Prepare documents, business letters, and memorandums
Complete other duties as directed by management

Requirements

What you’ll need

Four Year College Degree; Masters preferred, or comparable
2+ years of business banking customer support, or 2+ years’ experience in the Community Association Management industry
Knowledge of community association banking account management
Strong computer skills
Outstanding customer service skillsets
Working in a team orientation
Must have strong communication skills, including excellent writing and speaking skills
Proficient with Microsoft Office Word, Excel, Outlook, and other departmental software
Ability to learn new software programs
Good knowledge of business English, including spelling and punctuation
Basic English language skills
Well-organized, accurate, and attentive to detail
Effective listening, multitasking, problem-solving, and pressure-management skills
Must comply with bank policies, procedures, code of conduct, and regulatory guidelines
Must be able to function in a professional business office environment
Must be able to remain seated or work standing at a computer for at least four hours each workday
Must be able to use hands and fingers for computer data entry or phone answering throughout most of an eight-hour shift
Must be able to walk frequently, hear and communicate throughout the day, and lift up to 25 pounds one to two times daily
Must demonstrate excellent interpersonal skills and willingness to work as a team member

Benefits

Comp & perks

Continuing education for certification requirements
Required annual compliance training
Professional training and cross-training opportunities
Less than 25% travel