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As a leading bank, SouthState has been providing financial solutions to individuals, families, and businesses for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work. ESSENTIAL FUNCTIONS This position is expected to perform the specific duties, tasks, and responsibilities as outlined below:
Perform daily client services representative duties, including funding Assist the department with funding when client service representatives are out of the office Ensure that we are providing excellent customer service to our clients Ensure that all clients are funded daily and in a timely manner Ensure that client services representatives are working their tasks in a timely manner Assist with questions from client services representatives Assist with reserve questions from client services representatives Assist in the training of client services representatives' team Monitor negative reserves and status of repayment plans on clients Ensure that the companies policies and procedures, code of conduct, and regulatory guidelines are strictly complied with Provide assistance to other employees by liaising with them through healthy and positive interactions Continuously update skills by participating in professional training Seek opportunities to improve skills through cross-training offered by the company All other tasks, responsibilities or duties, as directed by management
OTHER DUTIES/COMPENTENTCIES
Must have strong communication skills characterized by excellent writing and speaking skills 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 Must possess basic English language skills in order to write and speak clearly, and effectively with coworkers and customers Must be well-organized, accurate, and attentive to detail Must be cooperative and willing to assist coworkers and customers on a regular basis Must have 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 Must possess excellent multi-tasking skills and be able to function well under pressure Must be able to remain composed under pressure and respond to customer and coworker concerns regularly Must have a keen eye for detail and follow instructions to the letter Must be patient and willing to help others in solving problems while maintaining a positive attitude at all times
Qualifications, Education, and Certification Requirements
High school graduate or equivalent is required Prefer 3 years or more of Client Services Representative experience Excellent interpersonal skills, including leading a team for maximum operational performance Excellent verbal and written communication skills are required as well as excellent customer relations skills Must be able to function effectively as part of a team and must possess the ability to deal effectively and tactfully with clients/vendors Must be proficient in Excel and Word and general office duties Ability to multitask
TRAINING REQUIREMENTS/CLASSES Required annual compliance training, New Employee Orientation PHYSICAL DEMANDS
Must be able to remain seated or work standing in a confined area on a computer for a minimum of four (4) hours each workday Must be able to constantly use hands and fingers to enter data through or on a computer or answer a phone throughout most of an eight (8) hour shift Must be able to walk often throughout the day Must be able to hear and communicate with coworkers and customers throughout the day May need to lift-up to twenty-five pounds one to two times a day to perform job
WORK ENVIRONMENT
Must be able to function in a professional, business office environment and act and dress appropriately for same, consistent with the Bank's grooming and dress codes Must demonstrate excellent interpersonal skills with customers and coworkers Must be willing to function as a team member Must be willing to demonstrate commitment to SouthState Bank's mission and goals
TRAVEL Travel may be required to come to meetings as needed.
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SouthState Bank, N.A.
Feb 28, 2025