SouthState Bank · 6 hours ago
Treasury Management Sales Analyst I - Port St Lucie OR Miami OR Ft. Lauderdale, FL
Port St Lucie, FL
Full-time
Onsite
Mid, Senior Level
5+ years expSouthState Bank is a trusted financial partner known for combining personal relationships with forward-thinking solutions. The Treasury Management Sales Analyst I will provide strategic sales support to Treasury Management sales teams, focusing on developing strategies to grow revenue and enhance client relationships.
BankingFinanceFinancial ServicesLendingWealth Management
Responsibilities
Provide strategic sales support to Treasury Management sales teams in delivering non-credit commercial products and services to clients
Focus on developing strategies to grow Treasury Management revenue and increase Treasury Management penetration within the bank’s portfolio of clients
Prepare comprehensive Treasury Management proposals
Manage and facilitate extensive data analysis of client metrics to uncover sales opportunities
Deliver client-focused solutions when preparing pricing proposals, presentations, and responses to complex Requests for Proposals
Proactively prepare and coordinate relationship reviews for key Treasury Management clients to ensure service and compliance items are kept current
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
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
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