What are the responsibilities and job description for the CB Client Services Representative - Decatur, AL position at SouthState Bank?
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
This position is responsible for, but not limited to, being the point of contact for all day-to-day interactions with clients. The Client Services Representative performs daily tasks that could consist of the following duties: purchasing of client accounts receivables, monitoring and evaluating invoices and any supporting documentation submitted for fraud, enters credit authorizations, works assigned cbCentral tasks, creates new client debtors in the system (if applicable), performs invoice verifications within policy guidelines, prepares and works various reports, manages clients’ reserves, provides client training on funding procedures and in-house client portal, and performs research when needed.
Duties & Responsibilities
Education Requirements
Physical Demands
Equal Opportunity Employer, including disabled/veterans.
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
This position is responsible for, but not limited to, being the point of contact for all day-to-day interactions with clients. The Client Services Representative performs daily tasks that could consist of the following duties: purchasing of client accounts receivables, monitoring and evaluating invoices and any supporting documentation submitted for fraud, enters credit authorizations, works assigned cbCentral tasks, creates new client debtors in the system (if applicable), performs invoice verifications within policy guidelines, prepares and works various reports, manages clients’ reserves, provides client training on funding procedures and in-house client portal, and performs research when needed.
Duties & Responsibilities
- Ensure client funding, billing, and verification activities align with the client’s agreed-upon terms
- Ensure that excellent customer service is provided to clients
- Monitor and evaluate submitted invoices and backup for quality and potential fraud
- Maintain an in-depth understanding of client operations and behaviors to identify issues, trends, and service opportunities
- 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
- Works assigned cbCentral tasks in a timely manner (i.e. Disputes/Exceptions, Needs Image, Chargebacks, etc)
- Ensure that the Bank’s policies and procedures, code of conduct, and regulatory guidelines are strictly complied with
- Seek opportunities to improve skills through cross-training and My Learning courses offered by the Bank
- Provide assistance to other client reps and/or employees by collaborating with them through healthy and positive interactions
- Work Carrier Reports, if applicable
- All other tasks, responsibilities or duties, as directed by management
- It is the responsibility of this role to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education Requirements
- 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
Physical Demands
- Ability to communicate in person, on the phone, and through electronic channels
- Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
- Ability to sit, walk, and/or stand for extended periods of time
- Ability to bend and reach
- Office: This position reports to a physical Company location, and the setting will be a typical office environment.
- Remote or hybrid: For remote or hybrid positions, a secure and distraction-free setting is required, with a reliable internet connection (cable or fiber preferred, mobile hotspots not acceptable). Hybrid positions will report to a physical Company location, as directed by the manager, and that setting will be a typical office environment.
Equal Opportunity Employer, including disabled/veterans.