SouthState Bank · 5 hours ago
Treasury Management Sales Associate - Greenville OR Columbia, SC
Greenville, SC
Full-time
Onsite
Mid, Senior Level
5+ years expSouthState Bank is a trusted financial partner known for its commitment to helping customers. The Treasury Management Sales Associate will provide strategic sales support to the Treasury Management sales team, focusing on developing strategies to grow revenue and assist in client relationships.
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
Required
Education: Bachelor's degree or equivalent experience
Experience: Five years banking experience; 5+ years related experience (Treasury Management sales / product / support, line banker, commercial call center)
Certifications/Specific Knowledge: Excellent written/oral communications skills
Success in problem analysis and resolution
Strong attention to detail and accuracy
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 is 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
Company data provided by crunchbase