Treasury Management Sales Officer
About The Position
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!
Requirements
- Bachelor’s degree in business, finance, marketing, or related fields; or equivalent experience
- 1-5 years’ experience in Treasury Management Sales or relevant banking experience
- Prior proven sales and marketing experience
- Experience with and proficient 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.
- Possess 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
Nice To Haves
- Experience with and proficient technical knowledge of account analysis, Treasury Management products/services and online banking systems
- Possess knowledge of ACH rules and regulations
- Possess knowledge of Regulations CC and D as well as the Community.
Responsibilities
- Maintain and continuously refine knowledge of Treasury Management products, services and pricing; application of products/services to business cash flow cycles; service setup procedures and documentation; and account analysis.
- Conduct polished, professional, needs-based discovery conversations with business and retail clients to identify potential Treasury Management opportunities.
- Provide technical advice to business and retail clients on financial supply chain optimization, information management, and financial fraud prevention and protection.
- Conduct polished, professional, Treasury Management proposals with business and retail 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/retail 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 presentation of proposals as required.
- Coordinate preparation of unsolicited proposals and assist bankers with presentations.
- Assist in the coordination of annual operational exposure review; assist bankers in the review process as required.
- Assist with special projects as required.
Benefits
- Required annual compliance training
- New Employee Orientation
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
