CB Payment Specialist - Decatur, AL

About the role

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! SUMMARY/OBJECTIVES Responsibilities include, but not limited to, work in system drawing & applying templates and pinning invoices to payments received and balancing payment envelopes, posting payments, researching payments, working exception payments, working in Correlate Assist, balancing and clearing unapplied cash items, and working tasks assigned in CBCentral. ESSENTIAL FUNCTIONS - Post payments timely and accurately with few errors - Research incoming payments for proper posting - Post payments daily within the system by drawing & applying templates and pinning invoices to remits and balancing payment envelopes - Post exported lockbox and ACH files from the system to open accounts receivable items - Contact client and/or debtor via phone or email to determine posting instructions for exception payments - Work own item unapplied cash items by contacting client and/or customer via email or phone trying to clear entry within 30 days, but not to exceed 90 days - Work any assigned task in CBCentral in a timely and accurate manner - Balance, convert and auto-post batch of previous day credit card and check by phone payments and return any postings debited - Balance, convert and auto post special customer payments - Complete all incoming payments for each month end as a department goal - Work in Correlate Assist to verify remit matches correctly to incoming ACH funds - Daily assist and perform backup duties to Operations Specialist I in correlating emailed remits to ACH funds received - Back up to the Operations Specialist I for balancing unapplied cash log - Backup duties to the Operations Research Specialist for researching u/c's and applying credit memos - All other tasks, responsibilities, or duties as directed OTHER DUTIES/COMPENTENTCIES Must have strong communication skills characterized by excellent writing and speaking skills Proficient with general office machines and programs including 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 to write and speak clearly, and effectively with coworkers and customers Must have proficient 10-key skills. Must effectively manage workflow and assignments by appropriately prioritizing work to meet deadlines Must be well-organized, accurate, and attentive to detail Must be cooperative and willing to assist coworkers and customers/clients 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 have a keen eye for detail and follow instructions to the letter. Qualifications, Education, and Certification Requirements High school graduate or equivalent 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 employees, management and external customers Must have proficient 10-key skills Proficient using Microsoft Office Word, Excel, and Outlook Must effectively manage workflow and assignments by appropriately prioritizing work. Attention to detail and accuracy is required. TRAINING REQUIREMENTS/CLASSES New Employee Orientation Required annual compliance & training courses PHYSICAL DEMANDS Must be able to remain seated or work standing in a confined area on a computer for a minimum of four (4) hours each workday 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 often throughout the day in a staired 2 story building Must be able to hear and communicate with coworkers and customers throughout the day May need to lift-up to twenty-five pounds one to two times a day to perform job WORK ENVIRONMENT Must be able to function i