SouthState Bank

Banker

• Assist the Mortgage Banker as a point of contact for customers, builders, and realtors during the application process
• Support the Mortgage Banker in increasing production volume for the area as directed by the banker
• Track loans through closing
• Answer customer questions regarding file status and underwriting requirements
• Perform related administrative duties as needed or assigned
• Complete compliance training
• Adhere to anti-money laundering guidelines, procedures, and regulatory requirements
• Ensure compliance with SouthState Bank’s Code of Business Conduct and Ethics and other operating procedures

Mortgage Banker Assistant

Customer Support

• Provide ongoing email, telephone, and ticket support and resolution for Treasury Management products and services
• Deliver white-glove service to an exclusive client portfolio
• Research and respond to high-touch Treasury Management client inquiries
• Develop and maintain technical knowledge of products, services, setup documentation, operating systems, data transmissions, file formats, and protocols
• Provide phone and email support for Treasury Management issues, account maintenance, and products
• Partner with Treasury Management Support Specialists and Sales Officers to resolve inquiries
• Perform Treasury Management account maintenance in the bank’s core and online treasury platform
• Assist with developing less-experienced team members
• Troubleshoot complex ACH, Wire, RDC, Instant Payments, Integrated Payables, and other Treasury Management issues
• Ensure service-level agreements for implementation tasks and timelines are met
• Ensure required documentation is received, accurate, and scanned
• Provide subject matter expertise to internal bank staff
• Assist with special projects and bank merger conversion projects
• Complete annual compliance training
• Attend meetings as needed and perform other assigned duties

TM Specialty Support Specialist

• Direct and oversee Customer Care team members to achieve department goals
• Motivate and inspire the team to meet daily and monthly goals
• Ensure service levels, abandonment rates, and quality service expectations are met
• Coach employees, provide feedback, develop career paths, and track performance
• Monitor team development and continuous improvement
• Communicate the company purpose, core values, and mission
• Ensure representatives follow schedules
• Prepare performance and goal reports
• Conduct monthly coaching meetings with team members
• Facilitate team communication and resolve issues
• Support departmental objectives, conversion targets, product rollouts, and technology updates
• Handle escalated calls, complaints, and questions
• Prepare, schedule, and present team meetings
• Recommend solutions to improve service quality and departmental processes
• Monitor calls professionally and objectively
• Maintain awareness of financial-services technologies
• Develop procedures or technology improvements to increase call-center efficiency

Customer Care Section Manager

Sales

• Own and execute the Treasury Management sales strategy for an assigned Middle Market portfolio, market, or coverage area
• Drive new business development, relationship expansion, client retention, revenue, and deposit growth
• Partner with Relationship Managers, market leaders, and other lines of business to identify opportunities and advance sales opportunities
• Lead needs-based discovery conversations with client leadership and functional stakeholders
• Evaluate payment flows, receivables processes, liquidity and account structures, reporting needs, fraud controls, service delivery, and client technology environments
• Design and position Treasury Management solutions across payables, receivables, liquidity management, reporting, fraud prevention, digital banking, data transmission, ERP connectivity, commercial card, and merchant services
• Lead client presentations, demonstrations, proposals, pricing discussions, and negotiations
• Develop and execute engagement plans for strategic Middle Market clients and prospects
• Conduct regular client reviews, gather feedback, review access permissions, introduce products and services, and understand future client needs
• Manage the sales pipeline, opportunity data, calling activity, forecasting, commitments, and next steps
• Coordinate with Product Management, Support and Implementation, Operations, Risk, Credit, Legal, and other partners on feasibility and implementation handoff
• Lead or coordinate RFP and RFI responses, pricing, solution development, written responses, and formal presentations
• Maintain knowledge of Treasury Management products, pricing, account analysis, service setup, implementation, digital platforms, file formats, data transmission, and operational procedures
• Monitor competitor capabilities, industry trends, regulatory considerations, payment innovation, fraud threats, and market expectations
• Communicate client, prospect, banker, implementation, and support feedback regarding product gaps and market trends
• Provide Treasury Management sales, product, discovery, and process training to Middle Market bankers and internal partners
• Build and maintain an external network of clients, prospects, centers of influence, and industry associations
• Represent Treasury Management at client events, conferences, and market activities
• Assist with annual client and operational exposure reviews and special projects
• Accept other duties and responsibilities as assigned

Senior Treasury Management Sales Officer – Middle Market Banking

General

• Administer, review, and oversee residential construction loans from pre-closing through project completion
• Ensure alignment with SouthState Bank policies and facilitate communication among borrowers, builders, and internal teams
• Approve builders, contracts, final construction budgets, deposit advances, and deposit recoupment methods
• Make minor procedural exceptions when warranted
• Assist with consumer loans involving legal/lien issues and provide guidance on insurance loss claims
• Coach and mentor junior specialists, funding specialists, and mortgage personnel
• Review construction contracts and resolve inconsistencies and risk implications
• Review builders and discuss the construction process and disclosures with builders and borrowers
• Validate and finalize budgets for inspection and draw processes
• Send welcome letters to customers and builders
• Provide onboarding guidance to MLOs and approved items to CLA funding specialists
• Review third-party inspection reports and decide draw-related issues
• Monitor the active construction loan portfolio for progress, negative trends, and risk
• Coordinate communication among all parties
• Direct loans involving disputes, lien filings, or legal issues in collaboration with Special Assets and Legal
• Take ownership of assigned tasks and challenges

Residential Construction Senior Specialist

• Perform comprehensive reviews of residential construction contracts for policy compliance
• Identify and resolve contract inconsistencies and communicate risk implications to borrowers and builders
• Conduct cursory builder reviews
• Discuss the construction process and disclosures with builders and borrowers at loan application
• Validate and finalize construction budgets for inspection/draw processes
• Determine builder deposits and recoupment methods
• Send welcome letters to customers and builders
• Provide onboarding guidance to MLOs and approved items to CLA funding specialists
• Review third-party inspection reports and make decisions on draw-related issues
• Monitor the active construction loan portfolio for progress, negative trends, and risks
• Ensure communication among all parties
• Provide direction on disputed loans and lien/legal disputes, collaborating with Special Assets and Legal
• Approve builders, contracts, final construction budgets, deposit advances and recoupment methods, and minor procedural exceptions
• Assist with consumer loans involving legal/lien issues and provide guidance on insurance loss claims
• Coach and mentor junior specialists, funding specialists, and mortgage personnel
• Resolve complex situations and provide operational oversight throughout the construction loan lifecycle

• Own and execute the Treasury Management sales strategy for an assigned Middle Market portfolio, market, or coverage area
• Drive new business development, relationship expansion, client retention, revenue, and deposit growth
• Partner with Relationship Managers, market leaders, and other business lines to identify opportunities, develop account plans, generate leads, conduct joint calls, and advance sales opportunities
• Lead needs-based discovery conversations with client leadership and functional stakeholders
• Evaluate payment flows, receivables processes, liquidity and account structures, reporting needs, fraud controls, service delivery, and client technology environments
• Design and position Treasury Management solutions across payables, receivables, liquidity management, reporting, fraud prevention, digital banking, data transmission, ERP connectivity, commercial card, and merchant services
• Lead client presentations, demonstrations, proposals, pricing discussions, and negotiations
• Develop engagement plans for strategic Middle Market clients and prospects
• Conduct client reviews, gather feedback, review access and permissions, introduce products, and understand future client needs
• Manage the sales pipeline, opportunity data, calling activity, forecasting, commitments, and next steps
• Coordinate with Product Management, Support, Implementation, Operations, Risk, Credit, Legal, and other partners to validate solutions and support implementation handoffs
• Review RFPs and RFIs and coordinate pricing, solution development, written responses, and formal presentations
• Maintain knowledge of Treasury Management products, services, pricing, implementation, digital platforms, file formats, and data transmission methods
• Monitor competitor capabilities, industry trends, regulatory considerations, payment innovation, fraud threats, and market expectations
• Gather and communicate feedback on product gaps, service opportunities, market trends, and enhancements
• Provide Treasury Management sales, product, discovery, and process training to bankers and internal partners
• Build an external network of clients, prospects, centers of influence, and industry associations
• Represent Treasury Management at client events, industry conferences, and market activities
• Travel throughout the assigned coverage area and elsewhere as business needs require
• Assist with annual client and operational exposure reviews and special projects
• Accept other duties and responsibilities as assigned

• Serve as a full-service, single point of contact in the branch for customers’ financial needs
• Operate in the dual capacity of Teller and FSR, providing transactional and account-management service
• Serve customers quickly, accurately, efficiently, and confidentially
• Explain bank products, services, features, benefits, rules, regulations, and pricing
• Identify customer needs and expand relationships through referrals
• Develop understanding of customer-facing technology and enroll customers in self-service options
• Process savings, checking, and loan-account transactions
• Maintain a neat and orderly work area
• Guide and train new tellers as needed
• Allow customers access to safe deposit boxes as needed
• Cash checks and process savings withdrawals within assigned limits
• Sell certified checks
• Balance transactions daily and service or balance ATMs as needed
• Utilize the branch capture system as needed
• Follow transaction, security, audit, and operational procedures
• Open new deposit accounts and handle stop payments, wire transfers, and other account-maintenance functions
• Explain policies and procedures and resolve customer problems and complaints
• Direct difficult customer issues to appropriate sources
• Maintain accurate, timely, and properly distributed branch records, reports, and correspondence
• Float to different offices in the area to accommodate staffing needs
• Perform vault or backup vault responsibilities as assigned
• Attend meetings or training as needed
• Perform other duties as assigned

Universal Banker

Risk

• Support development of quarterly risk committee reporting packages for Executive Management and Board-level committee oversight
• Create, update, and enhance data visualizations communicating key risk trends and insights
• Translate stakeholder requirements into dashboards, reports, and visualizations within Archer, Power BI, or other reporting platforms
• Identify opportunities to improve usability, clarity, automation, and insight
• Perform recurring data validation, table refreshes, and reporting data quality checks
• Coordinate with Data Engineering and technical partners to troubleshoot data issues and support source system or table updates
• Improve ETL processes, data model refreshes, and recurring data workflows
• Provide stakeholder education, reporting guidance, and ongoing dashboard and report support
• Respond to reporting questions, troubleshoot issues, and help stakeholders interpret data outputs and insights
• Document reporting actions, design decisions, processes, controls, and reporting strategy
• Take ownership of tasks and challenges encountered in the assigned position

Senior Analyst, Enterprise Risk Analytics & Reporting

Financial Planning and Analysis

• Follow SouthState Investment Services policies and procedures
• Support financial consultants’ assigned bank territory in growing, developing, and servicing investment clients
• Manage a book of assets and grow assets under management
• Provide responsive and proactive service to existing and prospective clients
• Use broker/dealer systems, technology, products, and services
• Prospect within the financial institution through relationships with customer contact associates
• Engage customers who may not frequently use the branch system
• Prospect outside the financial institution to bring in new customer relationships
• Establish customer relationships, identify needs, and offer appropriate investment solutions
• Nurture and expand relationships, meet additional needs, and generate referrals
• Manage, coordinate, and maintain appointment and referral opportunities
• Develop referrals through assigned banking partners
• Work directly with clients and service their relationships
• Develop leads, referrals, and customer introductions from branch personnel
• Complete assigned training within designated time frames
• Attend meetings as needed

Financial Consultant

• Assist Consumer Group Manager with comprehensive ongoing monitoring of Consumer and Residential Real Estate loan portfolios
• Review reports, attend meetings, and communicate with key stakeholders
• Participate in Credit Process, Target, and Ongoing Monitoring Reviews
• Lead less complex Reviews when requested
• Identify risks, including exceptions, overrides, and changes to strategy
• Develop ongoing monitoring plans to assess risks
• Validate borrower creditworthiness, underwriting quality, and risk-rating validity
• Validate loan and collateral documentation
• Assist with periodic Risk Assessments and risk-based ranking of assigned Universe units
• Provide feedback to underwriters, credit administrators, and management
• Manage and report resolution of review follow-up items
• Attend loan committee and other relevant meetings
• Support continuous improvement and Credit Risk Review function advancement
• Assist with special projects as needed

Credit Risk Review Officer – Consumer

Manager

• Establish and operationalize SouthState Bank’s formal, enterprise-wide data quality program
• Design and implement data quality frameworks, standards, policies, procedures, and operating models
• Embed data quality into data or AI use-case and onboarding lifecycles where applicable
• Identify and document critical data elements, business rules, data quality thresholds, and process flows
• Collect metadata to support curation of critical data elements within the data catalog
• Design, build, and operationalize automated and manual data quality controls, profiling, and monitoring
• Oversee identification of data errors and drive remediation at the source
• Develop and maintain data quality metrics, scorecards, and Power BI reporting
• Manage the data issue lifecycle, lead root-cause analysis, and implement preventative process improvements
• Lead and support active data quality efforts and projects
• Lead, coach, and enable Data Owners, Data Stewards, and Data Communities
• Deliver data quality awareness and training and promote a quality-focused culture
• Partner with IT/Data, Information Security, Risk Management, Compliance, Privacy, and Internal Audit
• Align data quality processes with applicable standards and regulatory requirements
• Take ownership of tasks and challenges associated with the assigned position

Mortgage Banker Assistant

TM Specialty Support Specialist

Customer Care Section Manager

Senior Treasury Management Sales Officer – Middle Market Banking

Residential Construction Senior Specialist

Residential Construction Senior Specialist

Senior Treasury Management Sales Officer – Middle Market Banking

Universal Banker

Senior Analyst, Enterprise Risk Analytics & Reporting

Financial Consultant

Credit Risk Review Officer – Consumer

Data Intelligence Quality Manager