Client Support Specialist

SouthState Bank

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

Posted 10/7/2026full-timeMcKinney • Texas • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Treasury Management products and services, providing exceptional client support and problem resolution. Proficient in maintaining compliance with regulatory guidelines and ensuring service-level agreements are met.

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 ManagementAccount AnalysisOnline Banking SystemsData TransmissionsFile FormatsProtocolsClient DocumentationRegulatory ComplianceTechnical KnowledgeSales Support

Soft Skills

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

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Commercial Call CenterClient ServiceOperationsBanking ExperienceService-Level Agreements

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 Treasury Management products, services, pricing, 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 on client resolution
Advise clients on online security, product/service utilization, and enhancements
Ensure service-level agreements for implementation tasks and timelines are met
Ensure client documentation, internal processes, and procedures comply with regulatory guidelines
Maintain tracking logs for client additions, changes, and deletions
Assist Treasury Management Sales Officers in identifying client needs and providing 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 in Treasury Management, Commercial Call Center, Client Service, or 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 preferred
Excellent written/oral communication 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
New Employee Orientation
Must be able to effectively access and interpret information on computer screens, documents, and reports
Ability to work sitting or standing with use of the right desk
Ability to work in a cubicle environment that may be loud throughout the day
Travel may be required to attend 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