VIP Deposit Specialist

SouthState Bank, National Association
Winter Haven, FL
VIP Deposit Specialist Location Winter Haven, FL : SUMMARY/OBJECTIVES The position of VIP Deposit Specialist I is to facilitate the resolution of Tier 1 support requests for Deposit Services, Consumer Bank Operations, and Debit Card Services. Primary responsibilities include prioritizing and actively resolving employees' requests, escalating when considered appropriate, maintaining SLA expectations, and providing remarkable customer experiences. The resolution must provide a clear and concise solution based on policy and procedures to the bankers. VIP Deposit Specialists will support bankers via phone and support requests through the Source. ESSENTIAL FUNCTIONS
  • Ability to multitask in a fast-paced environment, while ensuring a high level of accuracy and providing remarkable customer service.
  • Respond & resolve support requests assigned to the VIP Deposit Support Team within established Service Level Agreements, to include but not limited to:
  • o Core (FiServ) Support o ACH and Debit Card Questions o Holds and Stop Payment Questions o Customer Identification Program/ Beneficial Owner Questions o Assisting with account set up and maintenance o Account Title Questions o Chargeback Questions o General Wire Inquiries o Statement and Transaction research o Guidance with branch operational procedures
    • Field incoming requests to the Support Desk via both telephone and ServiceNow to ensure courteous, timely and effective resolution of employees' issues.
    • Document all pertinent employee identification information, including name, contact information and nature of request or issue.
    • Escalate requests/issues (when required) to the appropriate department and management.
    • Utilize policies, procedures, knowledge bases, and additional resources to aid in resolution.
    • Maintain all required performance standards and quality service expectation levels.
    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. COMPETENCIES
    • Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors.
    • Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, and understand procedures.
    • Very detail oriented
    • Effective/good organizational and time management skills.
    • Advanced typing and 10-key skills, with strength on accuracy and speed, to meet production needs of the position.
    • Ability to independently research information to locate and answer support questions when documented procedures are not available.
    • Exemplify Customer Service mindset with a focus on providing remarkable experiences.
    Qualifications, Education, and Certification Requirements
    • Education : High School Diploma or GED required; College degree in related field is preferred
    • Experience : Minimum of 2 years banking experience is required. Experience with FiServ systems software 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 cash denominations, 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 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 may be required to come to meetings as needed.
Posted 2025-11-13

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