SouthState Bank · 12 hours ago
Senior Treasury Management Sales Officer
Charlotte, NC
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expSouthState Bank is committed to helping customers move forward with a focus on personal relationships and innovative solutions. The Senior Treasury Management Sales Officer will provide consultative sales of Treasury Management solutions, acquire new clients, and enhance existing relationships through specialized advice and collaboration.
BankingFinanceFinancial ServicesLendingWealth Management
Responsibilities
Maintain and continuously refine extensive 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 commercial clients to identify potential Treasury Management opportunities
Provide highly skilled technical advice to business and commercial clients on financial supply chain optimization, information management, and financial fraud prevention and protection
Conduct polished, professional, Treasury Management proposals with business and commercial 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/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
Qualification
Required
Bachelor's degree in business, finance, marketing, or related fields; or equivalent experience
10+ years' experience in Treasury Management Sales with primary focus on Middle Market, Corporate, and/or specialty industry sales
Prior proven sales and marketing experience
Possess knowledge of ACH rules and regulations
Possess knowledge of Regulations CC and D as well as the Community
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
Required annual compliance training
New Employee Orientation
Preferred
Backgrounds in Corporate and Investment Banking treasury sales preferred
Experience with and advanced technical knowledge of account analysis, Treasury Management products/services and online banking systems preferred
Company
SouthState Bank
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2013-08-09IPO
Leadership Team
D
Dan Bockhorst
Executive Vice President Chief Credit Officer
Recent News
2025-12-16
2025-10-24
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