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SouthState Bank · 1 week ago

Treasury Management Sales Associate

Denver, CO

Full-time

Hybrid

Mid, Senior Level

$66K/yr - $106K/yr

5+ years exp

SouthState Bank is committed to helping customers move forward with a strong focus on community and personal relationships. The Treasury Management Sales Associate will develop extensive knowledge of Treasury Management products and services, lead client discussions on fraud, and assist in onboarding new clients while contributing to revenue generation activities.

BankingFinanceFinancial ServicesLendingWealth Management

Responsibilities

Develop and maintain extensive knowledge of Treasury Management products, services, and pricing

Understand the application of products/services to business cash flow cycles

Lead fraud discussion with clients and prospects to include client outreach and educating the client on their options once fraud has occurred

Call jointly with Treasury Management Sales Officer, when appropriate, to develop calling skills, interpersonal relationship building and follow-up protocol (call planning, call reports, client follow-up, strategic planning)

Primary back up for Treasury Management Sales Officer in his/her absence

Contribute with revenue generating activities to include adding new accounts and/or new services to existing relationships

Prepare implementation forms and customer paperwork to onboard new small business clients and to add additional Treasury Management services for existing customers

Work closely with retail bankers to educate and assist in identifying TM leads

Develop expertise relative to the Treasury Management small business platform

Communicate and educate bankers regarding client situations, opportunities, etc

Provide subject matter expertise to internal bank staff as required

Assist with other Treasury Management projects as required which may include Pricing Project, etc

Qualification

Treasury Management knowledgeBanking experienceCommercial banking practicesProblem analysisSales planningCustomer relationship buildingWritten communicationVerbal communicationOrganizational skillsTime management