Premier Private Banking Service Representative III - Houston, TX

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!

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. 

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.

Work Location: 9651 Katy Freeway Ste 200 Houston, Texas 77024

Equal Opportunity Employer, including disabled/veterans.