Treasury Management Sales Analyst I - McKinney, TX

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!

ESSENTIAL FUNCTIONS

• 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/Bankers 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 and 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.

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

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); Demonstrated ability to understand cash flow and complex Treasury Management needs of large commercial and middle market clients; Proven ability to partner with Senior Treasury Management Sales Officers.
• Certifications/Specific Knowledge: 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; Previous experience with analysis of commercial relationships, strategic sales planning and customer issue resolution is preferred.

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 or cubicle.  

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 come to meetings as needed.
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Equal Opportunity Employer, including disabled/veterans.