CB Client Services Representative - Decatur, AL

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!

This position is expected to perform the specific duties, tasks, and responsibilities as outlined below:

• Ensure that excellent customer service is provided to clients

• Daily funding of client schedules

• Take calls in Credit Authorization Queue

• Monitor and evaluate submitted invoices and backup for quality and potential fraud

• Works assigned cbCentral tasks in a timely manner (i.e. Disputes/Exceptions, Needs Image, Chargebacks, etc)

• Maintain an in-depth understanding of client operations and behaviors to identify issues, trends, and service opportunities

• Ensure client funding, billing, and verification activities align with the client's agreed-upon terms

• Research items in client reserve and holding/releasing funds when necessary (balance client reserves using Excel daily, if applicable)

• Provide client training on funding procedures and client portal

• Set-up new client debtors in the system

• Work carrier reports

• Prepare monthly Client Grading Report, if applicable

• Assist other Client Reps when needed

• Ensure that the Bank's policies and procedures, code of conduct, and regulatory guidelines are strictly complied with

• Provide assistance to other employees by collaborating with them through healthy and positive interactions

• 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

• 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

• Must be able to remain seated or work standing in a confined area on a computer for a minimum of four (4) hours each work day

• 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 frequently throughout the day to obtain supplies

• Must be able to hear and communicate with coworkers and customers throughout the day

• May need to lift up to 25 pounds one to two times a day to perform job

• 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

• High school graduate or equivalent is required

• At least 1 year clerical/ office work is required

• 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

Equal Opportunity Employer, including disabled/veterans.