Hybrid TM Implementation Specialist

at SouthState Bank

• Job title: TM Implementation Specialist
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Associate's Degree
• Location requirements: Hybrid, Charlotte, United States

About the role

• Implementation Specialist responsible for the complex implementation of Treasury Management products at South State Bank. Coordinating client training and supporting teammates in product implementations.

Responsibilities

• Responsible for the complex implementation of all Treasury Management products/services for the clients of South State Bank
• Coordinates and provides training to clients on how to effectively utilize Treasury Management products in accordance with their business needs
• Supports the sales cycle by serving as the subject matter expert on Treasury Management products and services
• Provides guidance and support to teammates on the Treasury Management Implementation team for less complex client implementations
• Develops and maintains extensive technical knowledge of Treasury Management and Bank products, services and pricing
• Manages Implementation queue workflow to ensure workload parity across Implementation team
• Receives, validates, records and images Treasury Management implementation documentation for setup and maintenance to clients’ TM products
• Creates, maintains and executes project plans and implementation for complex Treasury Management inclusive of client conversions during mergers
• Implements TM products/services as required
• 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
• Ensures that all quality service level agreements related to implementation tasks and timelines are met
• Advises clients on potential improvements to online security, product/service utilization and enhancements
• Maintains ownership of problem resolution on any Treasury Management implementations
• Ensures client Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines
• Provides clients with all necessary startup materials (user guides, manuals, instructions, token activation, etc.)
• Provides clients with walk-through and training on services as required, either by telephone or WebEx
• Follows 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
• Assists Treasury Management Sales Officers in identifying additional client needs and offering/providing additional TM products/services
• 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
• Assists with special projects as required
• Participates in data mapping, testing and other conversion projects related to Bank mergers

Requirements

• Associates degree or higher preferred
• 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
• 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.

Benefits

• Required annual compliance training
• New Employee Orientation