The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
This position is responsible for, but not limited to, assisting in the performing community association account services functions. These include planning inputs, reporting inputs, quota setting and management, and service process optimization.
ESSENTIAL FUNCTIONS
This position is expected to perform the specific duties, tasks, and responsibilities as outlined below:
Coordinates account services: opening/closing/rate change and otherwise account maintenance processes used within the sales organization for large and top designated relationships or as otherwise needed
Proactively monitors and strives to maintain high levels of quality, accuracy, and process consistency in the service organization’s account servicing efforts; as needed, coordinates service activities with other association banking functions
Works to ensure all sales organization objectives are assigned in a timely fashion
Proactively identifies opportunities for sales and or service process improvement. Works closely with Association Banking Account Service Manager to inspect service process quality and prioritize opportunities for improvement.
Assists sales management in understanding process bottlenecks and inconsistencies in the service team. Facilitates an organization of continuous process improvement
Implements enabling technologies, including CRM, to field sales teams. Monitors the assigned sales organization’s compliance with required standards for maintaining CRM data. Works closely with sales management to optimize the effectiveness of the service team’s technology investments
Participates in training and cross-training delivery to other teammates
Provide input to senior leadership in the development and administration of service incentive compensation programs
Builds peer support and strong internal-company relationships with other key management personnel
Ensure that the Bank’s policies and procedures, code of conduct, and regulatory guidelines are strictly complied with
Assist with all bank auditing procedures and attestation efforts
Assist with reporting or adhoc analysis for the association banking division
Attendance in a regular service call to keep the team updated on bank initiatives, policies, and in general keeping of team culture.
Assist with onboarding new clients and help clients with their software conversions and participate in critical path method tracking project scheduling
Coordinate with Treasury Management for shared products/solutions as necessary
Be involved in performing marketing endeavors/efforts
Continuously update skills by participating in professional training
Seek opportunities to improve skills through cross-training offered by the Bank
All other tasks, responsibilities or duties, as directed by management
OTHER DUTIES
Must be able to prepare documents and compose business letters and memorandums
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 have good knowledge of business English, including spelling and…