Premier Private Banking Service Rep III

Premier Private Banking Servicing Rep III

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!

It is the responsibility of the Premier Private Banking Servicing Rep III to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. This position is responsible for, but not limited to, the delivery of "World Class Service" to new and existing customers. Will perform all customer service functions including, but not limited to, opening new accounts, cross selling banking products, referring business to the bank subsidiaries and assisting customers with all Branch products and services. Assist Private Bankers with processing closing and servicing consumer, portfolio mortgage and commercial loans.

Essential Functions

• Delivers "World Class" customer service efficiently and courteously to ensure growth and profit of their respective the Premier Private Banking Department.
• Improve customers' banking experience by ensuring timely, positive, and thorough customer service
• Establish and promote cordial relationship with customers, ensuring prompt attendance to their inquiries and solving their problems
• Channel complex customer complaints and challenges to the Private Banking Team Leader, as needed
• Open checking, savings, money market, NOW, CD's and ICS accounts personal and business in according to rules and guidelines
• Identify needs and cross sell banking products and services in a polite and friendly tone
• Assist Premier Private Bankers in referring prospects to Subsidiaries
• Provide information to customers on their account status and balances
• Process stop payments, wire transfers, check orders and other services
• Assist in the application process for consumer & commercial loans
• Open and or close office as needed
• Ensure proper controls are maintained over all aspects of Branch operations as it applies to their position.
• Adhere to Branch, regulatory and federal guidelines
• Contribute to passing scores on all internal and external audits
• Maintain individual and team compliance with all internal operations policies and procedures, including proper usage of forms and documentation
• Ensure that customers' confidential information is properly protected and only used for official purposes
• Adhere to the confidentiality protocol of the Branch
• Achieve goals as defined by Management
• Achieve all training goals assigned in a timely manner
• Actively participate in goals and promotions
• Actively prospects for new customers
• Have sufficient knowledge about the banking products and services
• Suggest effective ways through which the Bank can promote its products and services and increase customer satisfaction
• Ensure that the Bank's policies and procedures, code of conduct, and regulatory guidelines are strictly complied with
• Provide assistance to other employees by liaising 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

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Competencies

Qualifications, Education, and Certification Requirements

Training Requirements / Classes

Required annual compliance training, New Employee Orientation

Physical Demands

Must be able to effectively access and interpret information on computer screens, documents, reports and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.

Work Environment

This position maybe located in a cubical or a private office.

Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.

Travel

Travel may be required to come to meetings as needed.

Equal Opportunity Employer, including disabled / veterans.