Treasury Management Sales Officer

Posted 3 Days Ago
Be an Early Applicant
Hiring Remotely in Bull Savanna, Saint Elizabeth, JAM
Remote
Mid level
Fintech • Payments • Financial Services
The Role
Sell and advise business and retail clients on Treasury Management products. Perform needs-based discovery, present tailored proposals, drive deposit and non-interest income growth, generate cross-sell referrals, support bankers with RFPs and pricing, deliver training, and assist with operational reviews and special projects.
Summary Generated by Built In

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

  • Maintain and continuously refine knowledge of Treasury Management products, services and pricing; application of products/services to business cash flow cycles; service setup procedures and documentation; and account analysis.
  • Conduct polished, professional, needs-based discovery conversations with business and retail clients to identify potential Treasury Management opportunities.
  • Provide technical advice to business and retail clients on financial supply chain optimization, information management, and financial fraud prevention and protection.
  • Conduct polished, professional, Treasury Management proposals with business and retail clients to present Treasury Management solutions that meet needs identified in the discovery process.
  • Significantly impact deposit and non-interest income growth for markets within coverage area.
  • Generate cross-sell opportunities and referrals by maintaining strong working relationships with other lines of business and market leaders.
  • Work closely with market leaders and business/retail commercial bankers to influence the development of leads, make joint sales calls and follow up as required.
  • Conduct sales/product/process training with market bankers as required.
  • Review Requests for Proposals (RFPs) and advise bankers on pricing, approach and development of formal proposals.  Assist with presentation of proposals as required.
  • Coordinate preparation of unsolicited proposals and assist bankers with presentations.
  • Assist in the coordination of annual operational exposure review; assist bankers in the review process as required.
  • Assist with special projects as required.

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

COMPETENCIES

  • Internal/External Sales
  • Business Development
  • Teamwork
  • Interpersonal Communications
  • Planning & Organizing
  • Follow-up Discipline
  • Pipeline Management
  • Account Analysis

Qualifications, Education, and Certification Requirements

  • Education: Bachelor’s degree in business, finance, marketing, or related fields; or equivalent experience
  • Experience: 1-5 years’ experience in Treasury Management Sales or relevant banking experience; Prior proven sales and marketing experience; Experience with and proficient technical knowledge of account analysis, Treasury Management products/services and online banking systems preferred; Possess knowledge of ACH rules and regulations; Possess knowledge of Regulations CC and D as well as the Community.
  • Certifications/Specific Knowledge: Possess excellent  communication, sales and public relations skills,; ability to organize work and meet deadlines; ability to communicate effectively both in training and sales presentations; ability to serve clients enthusiastically and tactfully; ability to promote teamwork within the company; ability to handle confidential information; ability to adjust to rapidly changing environment; ability to function harmoniously with clients, management and peers when working under pressure. Excellent written/oral communications skills; Sales and presentation skills

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.  

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.

Work Location: 25 Bull Street #100 Savannah, Georgia 31401

Equal Opportunity Employer, including disabled/veterans.

Skills Required

  • Bachelor's degree in business, finance, marketing, or related field, or equivalent experience
  • 1-5 years' experience in Treasury Management Sales or relevant banking experience
  • Proven sales and marketing experience
  • Proficient technical knowledge of account analysis, Treasury Management products/services, and online banking systems
  • Knowledge of ACH rules and regulations
  • Knowledge of Regulation CC and Regulation D
  • Excellent written and oral communication, sales and presentation skills, and ability to handle confidential information
  • Ability to organize work, meet deadlines, promote teamwork, and adapt to changing environments
  • Required annual compliance training and New Employee Orientation

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: Winter Haven, FL
4,064 Employees

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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