Client Support Specialist

SouthState Bank

. Provide ongoing email and telephone client support and resolution for Treasury Management products and services .

Posted 11/2/2026full-timeMcKinney • Texas • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Management products and services, providing exceptional client support and problem resolution. Proficient in maintaining compliance with regulatory guidelines while managing multiple detailed tasks efficiently.

Highest-signal resume keywords

Treasury Management Products/Services KnowledgeClient Support and ResolutionMS Office ExpertiseProblem Analysis and ResolutionAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury ManagementClient ServiceOperationsAccount AnalysisOnline Banking SystemsData MappingTestingConversion ProjectsRegulatory ComplianceTechnical Knowledge

Soft Skills

Excellent Written CommunicationExcellent Oral CommunicationStrong Organization SkillsProblem-Solving SkillsAbility to Manage Multiple Tasks

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Banking ExperienceCommercial Call CenterService Level AgreementsClient DocumentationTracking Logs

About the role

Key responsibilities & impact

Provide ongoing email and telephone client support and resolution for Treasury Management products and services
Research and respond to Treasury Management client inquiries professionally, timely, and efficiently
Develop and maintain technical knowledge of products, services, pricing, service setup documentation, operating systems, data transmissions, file formats, and protocols
Provide primary phone support and daily client contact for Treasury Management issues, products, and commercial account analysis
Partner with Treasury Management Implementation Specialists and Sales Officers to resolve client inquiries
Advise clients on online security, product/service utilization, and enhancements
Ensure service level agreements for implementation tasks and timelines are met
Ensure client documentation and internal processes comply with regulatory guidelines
Maintain tracking logs for client additions, changes, and deletions
Assist Treasury Management Sales Officers in identifying client needs and offering additional products and services
Provide telephone sales support for basic Treasury Management products/services
Provide subject matter expertise to internal bank staff
Assist with special projects
Participate in data mapping, testing, and conversion projects related to bank mergers
Accept other duties as assigned

Requirements

What you’ll need

High School Diploma, GED or equivalent education
2 years related experience (Treasury Management, Commercial Call Center, Client Service, Operations)
Previous banking experience preferred
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
Required annual compliance training
Must be able to effectively access and interpret information on computer screens, documents, and reports
Ability to work in a cubicle environment and spend a large amount of time in front of a computer
Travel may be required to come to meetings as needed

Benefits

Comp & perks

Required annual compliance training
New Employee Orientation
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions