Treasury Management Sales Analyst I - Greenville OR Columbia, SC jobs in United States
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SouthState Bank · 12 hours ago

Treasury Management Sales Analyst I - Greenville OR Columbia, SC

positionGreenville Broad
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date5+ years exp

SouthState Bank is a trusted financial partner known for its commitment to helping customers move forward. The Treasury Management Sales Analyst I will provide strategic sales support to the Treasury Management sales teams, focusing on developing strategies to grow revenue and prepare comprehensive proposals for clients.

BankingFinanceFinancial ServicesLendingWealth Management

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

Treasury Management expertiseData analysisSales supportMS Office suiteBanking experienceProblem analysisClient relationship managementWritten/oral communicationAttention to detailOrganizational skills

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

Company

SouthState Bank

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The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward.
dateFounded in 1934
location
Winter Haven, Florida, USA
people-size1001-5000 employees
web-link
https://southstatebank.com

Funding

Current Stage
Public Company
Total Funding
unknown
2013-08-09IPO

Leadership Team

D
Dan Bockhorst
Executive Vice President Chief Credit Officer
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Recent News

PR Newswire
SouthState Accelerates Growth with Strategic Talent Acquisition to Drive 2026 Performance
2026-01-22
PR Newswire
SouthState Bank Corporation Reports Fourth Quarter 2025 Results, Declares Quarterly Cash Dividend and Authorizes New Stock Repurchase Plan
2026-01-22
PR Newswire
SouthState Named Among America's Best Banks and Employers by Top Industry Rankings
2025-12-16
Company data provided by crunchbase