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SouthState Bank · 1 day ago

Correspondent Account Services Specialist

Atlanta, GA

Full-time

Onsite

Entry Level

1+ years exp

SouthState Bank is committed to helping their customers move forward while maintaining strong community roots. The Correspondent Account Services Specialist is responsible for managing account services functions, providing customer support, and ensuring transaction processing activities are handled efficiently.

BankingFinanceFinancial ServicesLendingWealth Management

Responsibilities

Handle all aspects of opening, closing and modifying accounts in the core system

Open, close and modify Line of Credits in core system

Coordination of all Division paperwork and agreements

Prepare customer welcome packages including instructional documents

Handle Converge (online banking product) support calls including helping customers install system software and set up users

Record customer calls in CRM system as needed

Perform fast and accurate research for customer banks

Handle processing activities for ACH, Coin & Currency Orders and Large Dollar Return Item Notifications

Ensure all transactions are balanced and processing deadlines are met

Scan and file customer and internal documents daily

Deliver exceptional customer service and Converge support to all internal and external customers

Develop and maintain an understanding of all Correspondent Division and FRB banking operations, as well as a basic understanding of other Division services

Support department objectives and goals

Generate ideas to enhance/improve current processes related to job functions

Qualification

Customer serviceAccount managementCRM systemMicrosoft OfficeMulti-taskingAttention to detailEffective listeningProblem-solving

Required

Minimum high school diploma or general education degree (GED)

One to three years in customer service/administration work and related experience and/or training

Ability to manage multiple requests simultaneously and work with other team members to ensure that daily responsibilities are handled timely

Proficient with general office machines and programs to include Microsoft Office Word, Excel, Outlook, and other software that might be utilized in the department

Ability to use the computer efficiently and the capacity to learn new software programs as they are rolled out by the Bank

Good knowledge of business English, including spelling and punctuation when writing

Basic English language skills to speak clearly and effectively with coworkers and customers

Well-organized, accurate, and attentive to detail

Cooperative and willing to assist coworkers and customers on a regular basis

Effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others

Excellent multi-tasking skills and be able to function well under pressure

Ability to remain composed under pressure and respond to customer and coworker concerns regularly

Keen eye for detail and follow instructions to the letter

Patient and willing to help others in solving problems while always maintaining a positive attitude