Treasury Management Sales Analyst I - Greenville OR Columbia, SC

South State Bank•Greenville, SC

11d

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! SUMMARY/OBJECTIVES Provide strategic sales support to Treasury Management sales teams 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. Prepare comprehensive Treasury Management proposals. Manage and facilitate extensive data analysis of client metrics to uncover sales opportunities. Deliver client-focused solutions when preparing pricing proposals, presentations, and responses to complex Requests for Proposals. Proactively prepare and coordinate relationship reviews for key Treasury Management clients to ensure service and compliance items are kept current. Maintain a strong client focus, treasury industry expertise and a broad understanding of Bank structure as well as the operational aspects of global cash management products and services.

Requirements

Bachelor’s degree or equivalent experience
Five years banking experience; 3 years related experience (Treasury Management sales / product / support, line banker, commercial call center)
Excellent written/oral communications skills
Basic sales skills and extensive product knowledge to support and identify cross-sell opportunities
Proven success in problem analysis and resolution
Expertise with data analysis
Strong attention to detail and accuracy
High level of expertise with MS Office suite
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

Nice To Haves

Previous experience with analysis of commercial relationships, strategic sales planning and customer issue resolution is preferred.

Responsibilities

Develop and maintain extensive knowledge of Treasury Management products, services, and pricing
Impact deposit and non-interest income growth for the bank by providing sales leads, sales support, and sales presentations to Treasury Management Sales Officers (TMSO).
Assemble Requests for Proposals (RFPs) and coordinate pricing, approach, and development of formal proposals. Coordinate preparation of sales proposals and assist Treasury Management Sales Officer/Banker with presentations.
Prepare proforma analysis statements and maintain awareness of competitors’ pricing strategy and trends
Prepare relationship reviews for Treasury Management clients; assist Treasury Management Sales Officer/Banker in the review process as required.
Advise Treasury Management Sales Officer on potential improvements to online security, product/service utilization and enhancements for their customers.
Ensure that client Treasury Management presentation materials are compliant 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.