Position Information

Client Service Representative

As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast 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.

Position: Client Service Representative
Organization: Corporate Billing - A Division of SouthState Bank
Location: Decatur,  AL 
United States
Posting Start Date: 4/25/2024
Date Posted: 4/25/2024

Apply Online and learn more - https://careers.southstatebank.com/us/en/job/R-00542/CB-Client-Services-Representative-Decatur-AL

This position is expected to perform the specific duties, tasks, and responsibilities as outlined below:

  • Ensure that excellent customer service is provided to clients
  • Daily funding of client schedules
  • Monitor and evaluate submitted invoices and backup for quality and potential fraud
  • Work disputes and exceptions in a timely manner
  • Perform verification of invoices within policy guidelines
  • Research items in client reserve and holding/releasing funds when necessary
  • Provide client training on funding procedures and client portal
  • Set-up new client debtors in the system
  • Work brokerage reports
  • Prepare monthly Client Grading Report
  • Assist other Client Reps when needed
  • 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


  • Proficient with general office machines and programs to include Microsoft Office Word, Excel, Outlook, 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
  • Must have good knowledge of business English, including spelling and punctuation
  • Must possess basic English language skills in order to write and speak clearly, and effectively with coworkers and customers
  • 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 possess excellent multi-tasking skills and be able to function well under pressure
  • Must be able to remain composed under pressure and respond to customer and coworker concerns regularly
  • Must have a keen eye for detail and follow instructions to the letter
  • Must be patient and willing to help others in solving problems while maintaining a positive attitude at all times


  • Must be able to remain seated or work standing in a confined area on a computer for a minimum of four (4) hours each work day
  • Must be able to constantly use hands and fingers to enter data through or on a computer or answer a phone throughout most of an eight (8) hour shift
  • Must be able to walk frequently throughout the day to obtain supplies
  • Must be able to hear and communicate with coworkers and customers throughout the day
  • May need to lift up to 25 pounds one to two times a day to perform job

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Position may require regular before/after normal business hours, or regular out-of-town travel.


  • Must be able to function in a professional, business office environment and act and dress appropriately for same, consistent with the Bank’s grooming and dress codes
  • Must demonstrate excellent interpersonal skills with customers and coworkers
  • Must be willing to function as a team member
  • Must be willing to demonstrate commitment to CenterState Bank’s mission and goals


  • 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 

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position.  The requirements listed above are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner.  Individual abilities may result in some deviation from these guidelines.

Status: This listing expires on: 6/24/2024
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Organization Information
Corporate Billing - A Division of SouthState Bank
239 Johnston St SE

Decatur,  AL 35603
United States
(256) 584-3671
Corey Cheatham


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