Sr Treasury Management Sales Officer

Southstate Bank MortgageJacksonville, FL
263dRemote

About The Position

As a leading bank, SouthState has been providing financial solutions to individuals, families, and businesses 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. The Sr Treasury Management Sales Officer will provide professional, consultative sales of Treasury Management solutions through the acquisition of new clients, expansion of current clients and the retention of existing relationships. This individual may possess a broad depth of knowledge across specific industry verticals and the needs of larger, more complex Middle Market, Corporate, and specialty customers. Travels extensively serving customers throughout the country, attending industry and customer conferences to interact with customers, prospects, and centers of influence.

Requirements

  • Bachelor's degree in business, finance, marketing, or related fields; or equivalent experience.
  • 10+ years' experience in Treasury Management Sales with primary focus on Middle Market, Corporate, and/or specialty industry sales.
  • Backgrounds in Corporate and Investment Banking treasury sales preferred.
  • Prior proven sales and marketing experience.
  • Experience with and advanced technical knowledge of account analysis, Treasury Management products/services and online banking systems preferred.
  • Possess knowledge of ACH rules and regulations.
  • Possess knowledge of Regulations CC and D as well as the Community.

Nice To Haves

  • Excellent communication, sales and public relations skills.
  • Ability to organize work and meet deadlines.
  • Ability to communicate effectively both in training and sales presentations.
  • Ability to serve clients enthusiastically and tactfully.
  • Ability to promote teamwork within the company.
  • Ability to handle confidential information.
  • Ability to adjust to rapidly changing environment.
  • Ability to function harmoniously with clients, management and peers when working under pressure.
  • Excellent written/oral communications skills.
  • Sales and presentation skills.

Responsibilities

  • Maintain and continuously refine extensive knowledge of Treasury Management products, services, and pricing.
  • Conduct polished, professional, needs-based discovery conversations with business and commercial clients to identify potential Treasury Management opportunities.
  • Provide highly skilled technical advice to business and commercial clients on financial supply chain optimization, information management, and financial fraud prevention and protection.
  • Conduct polished, professional, Treasury Management proposals with business and commercial clients to present Treasury Management solutions that meet needs identified in the discovery process.
  • Significantly impact deposit and non-interest income growth for markets within coverage area.
  • Generate cross-sell opportunities and referrals by maintaining strong working relationships with other lines of business and market leaders.
  • Work closely with market leaders and business/commercial bankers to influence the development of leads, make joint sales calls and follow up as required.
  • Conduct sales/product/process training with market bankers as required.
  • Review Requests for Proposals (RFPs) and advise bankers on pricing, approach, and development of formal proposals.
  • Assist with special projects as required.
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