Enterprise Terafina Specialist

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

The Enterprise Terafina Specialist will be responsible for ensuring all strategic roadmap and business-specific enhancements defined by internal partners and Director of Enterprise Account Origination Platforms are executed in a timely, efficient, and sound manner. This role primarily supports the General Bank and serves as a key day-to-day Terafina partner for General Bank onboarding and account maintenance workflows, while also serving as an additional escalation point between internal and external partners to assist in any design, solutioning, or production interruptions. Specialists should have full knowledge of the Enterprise Terafina standards and workflows related to specific line of business partners. Specialist should be comfortable leading meetings with Line of Business (LOB) leadership, uphold strong partnerships, possess project management skills, and strong written/verbal communication skills. This role will be able responsible for assisting in identification of any cross-workflow impact, balancing competing priorities, and supporting or managing testing efforts as required for upgrades and enhancements. Additionally, this role is responsible for ensuring all regulations and compliance requirements are being met. 

Duties & Responsibilities

• Partner with LOB teams and the Director of Enterprise Account Origination Platforms to gather requirements, support configuration/integration, and maintain documentation.

• Assess, communicate, and prioritize roadmaps with Director of Enterprise Account Origination Platforms, LOB partners, vendors, and internal stakeholders.

• Build, implement, and analyze workflow and operational data to improve performance, soundness, and ongoing risk monitoring.

• Technology and LOB partners to identify and refine business requirements and workflows as defined by the stakeholders, product owners, and requested by the Director of Enterprise Account Origination Platforms.

• Coordinate with Director of Enterprise Account Origination Platforms and IT to engage vendor support for routine updates/reporting and escalations.

• Plan and help facilitate testing to ensure software releases/upgrades and application configuration changes are tested, qualified, documented and implemented successfully in conjunction with the roadmap timeline. 

• Drive deployment readiness and provide production support, including issue triage and resolution tracking.

• Document and maintain Enterprise Terafina processes, procedures, and standards, and support General Bank partners in developing and updating Terafina procedures.

• Identify and advance opportunities for revenue, growth, efficiency, and automation with Digital Banking and LOB partners.

• Support governance and compliance by coordinating the collection and submission of vendor documentation required by regulators and Company policy (e.g., certificates of insurance, annual financial statements, SOC reports). Ensure materials are delivered to management on time to support satisfactory audits, and maintain related documentation such as model records, risk assessments, and vendor performance reviews.

It is the responsibility of this role to take ownership of all tasks and challenges that they encounter in the operation of their assigned position.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Qualifications

Education Requirements

• College degree preferred but not required

Minimum Experience

• 5+ years of banking experience with deposit account opening or core processing preferred.

• Project Management experience preferred.

• People management experience preferred.

Preferred Qualifications

• Experience supporting General Bank deposit products and account opening/maintenance processes preferred.

• Familiarity with additional digital banking, account opening, onboarding platforms and account maintenance functionalities; ability to learn new tools quickly

• Experience preparing project/business as usual status updates, documentation, and meeting materials; comfortable presenting to small groups and key stakeholders as needed

• Experience coordinating across cross-functional partners (product, technology, operations, risk/compliance) to execute enhancements and resolve issues

• Project management training or certification is a plus (e.g., PMP, CAPM, or equivalent internal coursework)

• Working knowledge of agile delivery practices (Scrum/Kanban) and experience supporting sprint ceremonies, backlog grooming, user story refinement, and UAT coordination

• Experience supporting platform release/change activities and production support (e.g., validation checklists, change documentation, incident triage, and post-release verification)

Knowledge, Skills, & Abilities

• Strong working knowledge of Consumer Bank products and maintenance abilities.

• Knowledge of the Fiserv core preferred. 

• Project management experience preferred. 

• Organizational skills: ability to multi-task and prioritize; strong attention to detail; ability to work in a dynamic environment, independently and within teams. 

• Ability to build, communication, enhancement, and strategically analyze reporting. 

• Strong working knowledge of regulatory and compliance requirements for account origination. 

• Knowledge of banking process preferred. 

• Advanced knowledge MS Office tools, particularly Excel, PowerPoint, Visio, Word, SharePoint & Salesforce. 

• Strong written and verbal communication skills, including presentation skills. 

• Ability to learn and grasp new concepts and business processes quickly.  

• Detail-oriented with ability to communicate with diverse stakeholders. 

Physical Demands and Work Environment

Physical Demands

• Ability to communicate in person, on the phone, and through electronic channels

• Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor

• Ability to sit, walk, and/or stand for extended periods of time

• Ability to bend and reach

Work Environment

• Office: This position reports to a physical Company location, and the setting will be a typical office environment.

• Remote or hybrid: For remote or hybrid positions, a secure and distraction-free setting is required, with a reliable internet connection (cable or fiber preferred, mobile hotspots not acceptable).  Hybrid positions will report to a physical Company location, as directed by the manager, and that setting will be a typical office environment.

Equal Opportunity Employer, including disabled/veterans.