Association Banking Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Synchronize the operations associated with Association Banking products, account openings, and revisions.

• Assist clients in the delivery of Treasury Management and Association Banking products, including paperwork, instructional documents, and training sessions.

• Coordinate the transitions of associations and the movement of services.

• Oversee the implementation and monitoring of risk management policies related to Association and Treasury Management services.

• Handle communications from clients and bank employees via phone calls, emails, and support tickets.

• Maintain customer contact concerning changes, additions, and issues related to Association Banking products.

• Collect information and resources to address client issues and implement necessary procedures.

• Resolve operational challenges and coordinate corrective actions through to completion.

• Communicate resolutions to clients and relationship managers effectively.

• Collaborate with various departments, branch personnel, and business partners on product implementation, training, and servicing efforts.

• Participate in system testing and validations during updates.

• Provide customer service to property management companies and associations utilizing Online Banking, ACH Origination, Bill Pay, Lockbox, and Remote Deposit Capture services.

• Ensure adherence to bank policies, procedures, the code of conduct, and regulatory guidelines.

• Support fellow employees through positive collaboration.

• Maintain and enhance skills through professional training and cross-training initiatives.

⛳️ Requirements

• High School Diploma is required.

• Bachelor's Degree is preferred.

• 2-4 years of experience in Association Banking, Treasury Management, or a related field within a financial institution.

• The incumbent must reside within the SouthState footprint.

• A secure home office environment that is free from background noise and distractions is necessary.

• A reliable private internet connection is required, preferably through cable or fiber, rather than cellular data or hotspots.

• Ability to effectively access and interpret information presented on computer screens, documents, and reports.

• Must be capable of spending significant time in front of a computer.

• Completion of required annual compliance training and New Employee Orientation is mandatory.

• Travel may be necessary for departmental meetings and meetings with direct reports.

🏝️ Benefits

• Remote work / telecommuting options available.

• A secure and private home office environment is provided.

• A reliable private internet connection is required, with cable or fiber being preferred.

• Required annual compliance training is provided.

• New Employee Orientation is included.

• Opportunities for professional training and cross-training are available.

• Reasonable accommodations will be made for individuals with disabilities.