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Company

SouthState Bank · 10 hours ago

TM Sales Analyst I

Greenville, SC

Full-time

Remote

Mid Level

3+ years exp

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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.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Treasury Management expertiseData analysisSales supportMS Office suiteProblem analysisClient relationship managementBasic sales skillsBank operating systemsCommercial banking practicesStrategic sales planning

Required

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

Preferred

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

Company

SouthState Bank

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.

Founded in 1934

Winter Haven, Florida, USA

1001-5000 employees