Premier Private Banking Service Representative III

As a leading bank, SouthState has been providing financial solutions to individuals, families, and businesses for more than 100 years.

SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work.

SUMMARY/OBJECTIVES
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

• Proficient with general office machines and programs to include Microsoft Office Word, Excel, Outlook, PowerPoint, 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.
• Ability to become fully functional in Decision Pro.
• 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 be able to prepare documents and compose business letters and memorandums.
• Must possess excellent multi-tasking skills and be able to function well under pressure and high-volume activity.
• Must be able to remain composed under pressure and respond to customer and coworker concerns regularly.

QUALIFICATIONS, EDUCATION, AND CERTIFICATION REQUIREMENTS

Education: High School diploma or equivalent
Experience: 11+ years' Private Banking experience desired
Certifications/Specific Knowledge: Expert knowledge of bank operating systems. Previous experience with analysis of Retail, Private Banking and/or Commercial relationships, strategic sales planning and client issue resolution is preferred.

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.