TM Sales Analyst I

SouthState Bank•Charlotte, NC

About The Position

The TM Sales Analyst I provides strategic sales support to Treasury Management sales teams in delivering non-credit commercial products and services to clients. The role develops strategies to grow Treasury Management revenue and increase Treasury Management penetration across the bank’s client portfolio. It prepares comprehensive Treasury Management proposals, analyzes client metrics to identify sales opportunities, develops client-focused pricing proposals and presentations, responds to complex Requests for Proposals, and coordinates relationship reviews for key Treasury Management clients to keep service and compliance items current. The position requires a strong client focus, Treasury Management industry expertise, an understanding of the bank’s structure, and knowledge of operational aspects of global cash management products and services. It may require on-site client visits and travel to meetings as needed. The position is located in a private office or cubicle. Telecommuting arrangements require a secure, distraction-free home office and a reliable private internet connection.

Requirements

Bachelor’s degree or equivalent experience.
Five years of banking experience.
Three years of related experience in Treasury Management sales, product, or support; line banking; or a commercial call center.
Excellent written and oral communication skills.
Basic sales skills and extensive product knowledge to support and identify cross-sell opportunities.
Proven ability in problem analysis and resolution.
Expertise in data analysis.
Strong attention to detail and accuracy.
High level of expertise with the MS Office suite.
Strong organizational skills and ability to manage multiple detailed work assignments accurately.
Ability to develop rapport easily with clients, peers, and partners.
Knowledge of bank operating systems and commercial banking practices.
Knowledge of Treasury Management products, services, procedures, and practices.
Complete required annual compliance training and New Employee Orientation.

Nice To Haves

Previous experience analyzing commercial relationships, strategic sales planning, and customer issue resolution.

Responsibilities

Develop and maintain extensive knowledge of Treasury Management products, services, and pricing.
Support bank deposit and non-interest income growth by providing sales leads, sales support, and sales presentations to Treasury Management Sales Officers.
Assemble Requests for Proposals and coordinate pricing, approach, and development of formal proposals.
Coordinate sales proposal preparation and assist Treasury Management Sales Officers and bankers with presentations.
Prepare pro forma analysis statements and monitor competitors’ pricing strategies and trends.
Prepare relationship reviews for Treasury Management clients and assist Treasury Management Sales Officers or bankers in the review process.
Advise Treasury Management Sales Officers on potential improvements to clients’ online security, product and service utilization, and enhancements.
Ensure client Treasury Management presentation materials comply with regulatory guidelines.
Make on-site client visits as required.
Provide subject matter expertise to internal bank staff as required.
Assist with other Treasury Management projects as required.