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SouthState Bank · 2 days ago

TM Implementation Specialist

Charlotte, NC

Full-time

Onsite

Mid Level

3+ years exp

SouthState Bank is a trusted financial partner known for its commitment to helping customers move forward. The TM Implementation Specialist is responsible for the complex implementation of Treasury Management products and services, providing training and support to clients while ensuring compliance with regulatory guidelines.

BankingFinanceFinancial ServicesLendingWealth Management

Responsibilities

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

Manages Implementation queue workflow to ensure workload parity across Implementation team

Receive, validate, record and image Treasury Management implementation documentation for setup and maintenance to clients’ TM products, services and pricing

Create, maintain and execute project plans and implementation for complex Treasury Management inclusive of client conversions during mergers

Implement TM products/services as required; if implementation of a product/service requires input from another area, gain assistance and follow through until implementation is completed

Performs testing of ACH file uploads (both CSV and NACHA formats) and Positive Pay file uploads as needed

Communicates with clients regarding file testing and any format changes needed

Coordinates installation and testing for Remote Deposit Capture clients

Ensure that all quality service level agreements related to implementation tasks and timelines are met

Advise clients on potential improvements to online security, product/service utilization and enhancements

Maintains ownership of problem resolution on any Treasury Management implementations, including identifying the issue, resolving and follow up with client to ensure satisfaction

Ensure client Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines

Provide clients with all necessary startup materials (user guides, manuals, instructions, token activation, etc.)

Provide clients with walk-through and training on services as required, either by telephone or WebEx

Follow up with clients to ensure all products/services are implemented and functioning correctly, that pricing is accurate and that any additional client needs are met

Assist Treasury Management Sales Officers in identifying additional client needs and offering/providing additional TM products/services

Provide guidance and support to teammates on the Treasury Management Implementation team

Be available for occasional on-site client visits as required

Maintain appropriate tracking logs, based on client additions/changes/deletions

Provide subject matter expertise to internal bank staff as required

Acts as back-up to Treasury Management Client Support team

Assist with special projects as required

Participates in data mapping, testing and other conversion projects related to Bank mergers

Qualification

Treasury Management expertiseTechnical knowledge of bankingProject managementMS Office expertiseProblem analysisResolutionCustomer serviceAttention to detailOrganizational skillsCommunication skills

Required

Education: Associates degree or higher preferred

Experience: 3-5 years Treasury Management Support experience; 5 years previous banking experience preferred (Commercial Call Center, Client Service, Operations)

Experience with and advanced technical knowledge of account analysis, TM products/services and online banking systems preferred

Certifications/Specific Knowledge: MS office expertise (MS Excel, Word, Outlook, Project)

Ability to read, write, speak and understand English

Proven understanding of the technical aspects of Treasury Management products i.e. file formats, file transmissions

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

Commitment to provide excellent customer service

General banking knowledge