Treasury Management Education Analyst

SouthState Bank

About The Position

The Treasury Management Education Analyst conducts product and system training for new and existing Treasury Management clients and team members. The role develops and maintains training materials in collaboration with Treasury Management leadership and Product Managers, supports client quality reviews after implementation, and evaluates client interactions and training effectiveness. The analyst coordinates with Treasury Management Implementation after client onboarding, delivers continuing education, and participates in new-hire and conversion training. The position serves as a subject matter expert on the design, features, and function of Treasury Management products and systems from the end-user perspective, and builds relationships across the bank to maintain a high level of service. Travel may be required for meetings as needed.

Requirements

Bachelor’s degree or equivalent experience.
Four years of experience in Treasury Management, Treasury Management Commercial Call Center, Client Service, or Operations.
Expertise in Microsoft Office.
Ability to read, write, speak, and understand English.
Excellent oral and written communication skills.
Effective presentation skills.
Ability to handle difficult and stressful situations with professional composure.
Commitment to excellent customer service.
Familiarity with treasury systems and technology.
General banking knowledge.
Strong knowledge of personal computers, Microsoft Office, and other software used in the department.
Ability to prepare and compose professional training curricula, documents, business letters, and memorandums.
Proven success in problem analysis and resolution.
Strong attention to detail and accuracy.
Strong organizational skills and ability to manage multiple detailed work assignments accurately.

Nice To Haves

Knowledge of Treasury Management products and services, account analysis, and online banking systems is preferred.

Responsibilities

Conduct product and system training for new and existing Treasury Management clients and team members.
Collaborate with Treasury Management leadership to develop, update, and maintain user guides and training materials.
Work independently to ensure tasks are completed on schedule.
Assist with client quality reviews after implementation, gathering feedback on onboarding and Treasury Management products.
Assist with evaluating client interactions within Genesys and Service Now.
Create, update, and maintain questionnaires or surveys to assess training efficacy.
Coordinate with Treasury Management Implementation after client onboarding.
Conduct continuing education classes for Treasury Management Sales, Product, and Support teams.
Participate in Treasury Management new-hire training.
Assist Treasury Management Product Managers with developing or updating user and training guides.
Build relationships within the bank to maintain a high level of service.
Partner with Corporate Learning and Treasury Management Product on new products and services.
Assist with training converting customers and team members.
Serve as a subject matter expert on the design, features, and function of Treasury Management products and systems from the end-user perspective.
Perform other duties as assigned.
Complete required annual compliance training and New Employee Orientation.