Treasury Management Sales Officer

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.

SUMMARY/OBJECTIVES

Provide professional, consultative sales of Treasury Management solutions through the acquisition of new clients, expansion of current clients and the retention of existing relationships. Through collaborative sales activities and relationship building, enhance business / commercial client relationships by providing highly specialized advice on Treasury Management solutions. Significantly influence client decisions to help businesses succeed though efficiency, automation and maximum utilization of cash.

ESSENTIAL FUNCTIONS

Maintain and continuously refine extensive 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 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 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.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications, Education, and Certification Requirements

Education: Bachelor's degree in business, finance, marketing or related fields; or equivalent experience
Experience: Five years' experience in Treasury Management Sales; 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.
Certifications/Specific Knowledge: 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

TRAINING REQUIREMENTS/CLASSES

Required annual compliance training, New Employee Orientation

PHYSICAL DEMANDS

Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.

WORK ENVIRONMENT

This position is located in a private office. The position is located inside an cooled and heated facility with ability to go to a break room or rest room during breaks.

Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.

TRAVEL

Travel is required in this role