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
The Senior Commercial Sales Analyst plays a critical role in driving strategic insights and performance optimization across the Commercial Bank. This position is responsible for delivering high-impact analytics, executive-level reporting, and performance measurement to support sales leadership and business intelligence initiatives. The ideal candidate will possess strong analytical acumen, business intuition, and the ability to communicate complex data in a clear and actionable manner.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Executive Reporting & Presentations: Prepare and deliver executive-level presentations summarizing Commercial Bank performance across key categories, including sales, pipeline, and revenue metrics.
Sales Pipeline Analytics: Analyze and interpret Commercial Sales pipeline data to identify trends, opportunities, and risks. Provide actionable insights to sales leadership and stakeholders.
Incentive Plan Support: Collaborate with Finance and Sales Enablement teams to support the annual Commercial Incentive Plan goal-setting and budgeting process.
Performance Metrics Development: Develop, maintain, and communicate key performance indicators (KPIs) for Commercial Banking, ensuring alignment with strategic goals and operational priorities.
Cross-Functional Collaboration: Partner with the Commercial Sales Enablement team to deliver insights that enhance sales effectiveness and drive business growth.
Business Intelligence Support: Contribute to the broader Commercial Business Intelligence function by supporting data governance, reporting automation, and strategic analytics initiatives.
Lead small initiatives for Commercial Bank, as needed, with a group of key stakeholders, facilitating calls, capturing action items, driving teams forward, and ensuring department goals are met.
Perform research and gather data from various external and internal sources in order to provide strategic insight.
Provide support for communication to the commercial bank division, professionally written and formatted.
Takes ownership of routine issues within the Commercial Line of Business; compiles and analyzes data to provide actionable information, insights, and solutions to key stakeholders.
Participates in planning and implementation of projects that support the sales organization.
Collaborate with team members and members of other departments to support the business in all areas of reporting, data, research, and communications.
Assure all confidential information is properly safeguarded in accordance with Bank policies.
OTHER DUTIES
Accept other duties as assigned.
COMPETENCIES
Proficient in Business Analytics tools such as Microsoft Power BI or Tableau
Proficient in MS Office, particularly Excel
Strong banking knowledge
Strong mathematic abilities
Advanced problem-solving and analysis skills
Superior oral and written communication skills
High level of organization and detail-orientation
Strong work ethic and willingness to take initiative
Good attitude toward teamwork as well as the ability to work independently
Demonstrated ability to multitask and prioritize
Excellent time management
QUALIFICATIONS AND EDUCATION REQUIREMENTS
Education: Bachelor’s Degree
Experience: 10+ years of Banking Experience, preferably in a Commercial Bank setting
Knowledge: Very strong analytical skills, Strong interpersonal skills, proficient computer skills, ability to multitask and prioritize projects
TRAINING REQUIREMENTS/CLASSES
On the job training and any additional training as needed (i.e. MS Power BI, MS Excel, Report Writing and Processing Program, General Ledger and Financial Reporting Program, MS Access, and Core Processing System). Required annual compliance training.
RECOMMENDED ADDITIONAL TRAINING
New Employee Orientation
Microsoft Power BI Training
PHYSICAL DEMANDS/WORK ENVIRONMENT
Must be able to sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, and reports.
TRAVEL
This position may require some travel
Equal Opportunity Employer, including disabled/veterans.
Top Skills
What We Do
SouthState is one of the leading regional banks in the Southeast – serving more than one million customers via 240+ locations in Florida, Alabama, Georgia, the Carolinas, and Virginia. We offer robust banking solutions, including consumer banking, mortgage, small business banking, commercial banking and wealth management.
Our bankers care about our customers and each other – and it shows. We’re proud to have earned awards for our banking solutions, service and workplace environment. For the past three years, we’ve been ranked on the Forbes’ 100 Best Banks in America and have earned top workplace honors several years running. This is banking at its best. This is banking forward.
Learn more about how we can help you meet your financial goals at www.southstatebank.com.
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