Southstate Treasury Management Sales Support
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!
Strategic Sales Support
Provide strategic sales support to Treasury Management sales team in delivering non-credit commercial products and services to clients. Focus on developing strategies to grow Treasury Management revenue and increase Treasury Management penetration within the bank's portfolio of clients. Proactively prepare for calls and relationship reviews. Responsible for assisting the Treasury Management Sales Officers (TMSO) with the sale of Treasury Management solutions to new clients and retention of current client relationships. Developing partnerships with Treasury Management Sales Officers to grow profitable business.
Essential Functions
Competencies
Customer focused demeanorStrong written communication skillsStrong verbal communication skills comfortable speaking to wide range of personalities and people over the phone and in personSound judgmentExcellent organizational skillsStrong time management skillsAbility to work with all levels of employees internally and externallyPositive attitudePro-active
Qualifications, Education, and Certification Requirements
Education : Bachelor's degree or equivalent experience Experience : Five years banking experience; 5+ years related experience (Treasury Management sales / product / support, line banker, commercial call center); Certifications / Specific Knowledge : Excellent written / oral communications skills; Success in problem analysis and resolution; Strong attention to detail and accuracy; Strong organizational skills; Ability to manage multiple detailed work assignments with a high degree of accuracy; 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; Previous experience with analysis of commercial relationships, strategic sales planning and customer issue resolution is preferred.
Training Requirements / Classes
Required annual compliance training
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.
Work Environment
This position is located in a private office or cubicle. The position is located inside am cooled and heated facility with ability to go to a break room or rest room during breaks.
Telecommuting
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 may be required to meet with clients and to attend meetings as needed.
Equal Opportunity Employer, including disabled / veterans.
Treasury Associate • Charlotte, NC, US