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 Treasury Management Sales Consultant is responsible for supporting the Treasury Management Sales Officers as a market segment expert and consultative business partner. Assists with strategic sales support to the organization’s focused market segments serving as the subject matter expert both internally and externally. The Treasury Management Sales Consultant will identify, build and lead strategic discussions with client’s IT, A/P and A/R departments and Treasury teams on their key areas of interest. The Treasury Management Sales Consultant is also responsible for helping structure holistic solutions for clients ranging from accounts / liquidity structures, Payables and Receivables optimization, systems and connectivity, bank relationship management, working capital and process centralization strategies.
The individual must have a broad and in-depth knowledge of the various payments, receipts and reporting services as well as data transmission protocols in order to adequately consult with clients, explain the options available to them and gather their requirements for implementing those services.
The Treasury Management Sales Consultant will work closely with business partners to define strategies for technical solutions, determine business requirements, and develop functional designs based on the analysis of line of business needs, objectives and existing systems infrastructure.
ESSENTIAL FUNCTIONS
- Collaborate with Treasury Management Sales Officers to provide thought leadership and actively engage with clients in needs-based discovery consultations and the deployment of complex Treasury Management solutions to answer those needs.
- Make impactful contributions to the team and organization through building trust and confidence with clients.
- Through leadership and collaboration, ensure the bank effectively delivers an excellent client experience during technically complex implementations.
- Comprehensive sales and product management, inclusive of strategic planning, product development and enhancement, pricing, promotion, profitability, vendor management, internal training, sales strategy, sales/market liaison/coordination, and competitive/industry intelligence.
- Develop and execute engagement plans with strategic clients to undertake a deep dive analysis of the treasury needs with a view to develop best in class recommendations and solutions.
- Liaise directly with client leadership where necessary to facilitate effective coordination of solutions.
- Drives and participates in design, development and implementation of large and complex enterprise-wide applications, often using new technologies.
- Support Treasury Management team’s profit and growth goals through the consultative support of Treasury Management Sales Officers.
- Assist and direct training of complex Treasury Management products both internally and externally.
- Partner with Treasury Management Sales Officers and bankers to identify opportunities across the footprint to help drive revenue opportunities. Solicit feedback from bankers and clients to better understand product needs, including enhancements to existing Treasury Management products as well as new products.
- Develop detailed business requirements for new products and enhancements to existing ones.
- Require base knowledge of core Treasury Management product offerings inclusive of most receivables and payables solutions, information management solutions, and fraud protection and prevention solutions.
- Understand client banking platforms and solutions (i.e. ERP Systems) and how they interact with the Bank’s systems.
- Maintain in-depth knowledge of competition including trends, governmental impacts, structure, etc.
- Assist with the creation of compelling collateral and marketing programs to support the overall deployment of treasury solutions.
- Provide support on documentation for procedures, policies, project materials, client materials, and training materials as required.
- Facilitate cross-functional coordination and communication between lines of business, product and operational units
OTHER DUTIES
- Accept other duties as assigned.
COMPETENCIES
Qualifications and Education Requirements
- Education: Bachelor’s degree in business, finance, marketing or related fields; or equivalent experience. Graduate degree preferred. CCM or CTP certification preferred.
- Experience: 7-10 years banking experience; Five years’ experience in Treasury sales and/or support and/or product management; Demonstrated leadership experience with cross-functional teams.Knowledge: Extensive knowledge of Treasury Management products, services, procedures and practices.; Extensive knowledge of bank operating systems and commercial banking practices.; Knowledge of product development, pricing, implementation and strategic analysis.; Current knowledge of treasury/payment systems compliance requirements.
- Skills: Proven ability to understand complex business and technical concepts; Strong analytical and creative problem-solving skills.; Excellent written/oral communications skills.; Ability to manage multiple detailed work assignments with a high degree of accuracy.; Possess an excellent understanding of technology.
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training.
RECOMMENDED ADDITIONAL TRAINING
New Employee Orientation
Supervisory Responsibility
This position has supervisory responsibilities.
PHYSICAL DEMANDS/WORK ENVIRONMENT
TRAVEL
This position may require some travel from time to time.
Work Location: 7777 Henneman Way McKinney, Texas 75070Equal Opportunity Employer, including disabled/veterans.
Skills Required
- Bachelor’s degree in business, finance, marketing, or a related field, or equivalent experience
- Seven to ten years of banking experience
- Five years of experience in treasury sales, treasury support, and/or product management
- Demonstrated leadership experience with cross-functional teams
- Extensive knowledge of Treasury Management products, services, procedures, and practices
- Extensive knowledge of bank operating systems and commercial banking practices
- Knowledge of product development, pricing, implementation, and strategic analysis
- Current knowledge of treasury and payment systems compliance requirements
- Ability to understand complex business and technical concepts
- Strong analytical and creative problem-solving skills
- Excellent written and oral communication skills
- Ability to manage multiple detailed work assignments accurately
- Excellent understanding of technology
- Graduate degree
- CCM or CTP certification
SouthState Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SouthState Bank and has not been reviewed or approved by SouthState Bank.
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Leave & Time Off Breadth — Paid parental leave, PTO, dedicated volunteer time, and Critical Care Time are prominently included in the package, broadening time‑off support. These offerings help the total rewards feel stronger even when base pay is viewed as average.
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Retirement Support — A 401(k) with company match and Roth/traditional options, and references to an employee stock purchase plan, bolster long‑term financial benefits. Retirement programs are presented as a core strength of the package.
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Wellbeing & Lifestyle Benefits — Wellness programs plus banking product and retailer discounts add lifestyle value beyond core insurance. The breadth of ancillary perks complements standard medical, dental, and vision coverage.
SouthState Bank Insights
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. Member FDIC and Equal Housing Lender
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