Senior Treasury Management Sales Executive

SouthState Bank, N.A.; Greenville (SC); Híbrido; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

SouthState Bank, N.A. in Greenville, SC seeks an experienced Treasury Management Sales Leader for a Middle Market portfolio. You will drive strategy, develop opportunities, and guide clients from discovery through implementation of cash management solutions.

You will collaborate with Relationship Managers, cross-functional teams, and external partners to tailor liquidity, payments, and data reporting offerings, ensuring client success and revenue growth within a dynamic banking environment.

Formación

• Education: Bachelor's degree in business, finance, accounting, marketing, technology, or related field; or equivalent experience.
• Experience: 10+ years of Treasury Management sales, commercial payments, or related client-facing experience with complex Middle Market relationships.
• Knowledge: Advanced knowledge of Treasury Management products and services, payments, liquidity, reporting, fraud mitigation, digital channels, and ERP/accounting integration.
• Skills: Lead complex client discovery, translate requirements into practical solutions, and present to executives.
• Certifications/Specific Knowledge: CTP or CCM preferred.
• Travel: Travel to support clients, prospects, and events.

Responsabilidades

• Own and execute Treasury Management sales strategy for assigned Middle Market portfolio.
• Partner with Relationship Managers to identify opportunities, develop plans, and advance opportunities.
• Lead discovery conversations with client leadership and stakeholders across finance, operations, and risk.
• Evaluate payment flows, liquidity, and account structures to identify opportunities and challenges.
• Design and position holistic Treasury Management solutions across payables, receivables, and digital platforms.
• Lead client presentations, proposals, pricing discussions, and negotiations with business value and implementation considerations.
• Develop engagement plans for strategic Middle Market clients and prospects, including planning and pricing.
• Conduct regular client reviews to gather feedback and understand future needs.
• Manage a disciplined sales pipeline with accurate forecasting and follow-up.
• Coordinate with Product, Support, and Implementation, Risk, Legal for a smooth handoff and post-sale transition.
• Review RFPs/RFIs; lead pricing and solution development with bankers and experts.
• Maintain knowledge of Treasury Management products, services, and data transmission formats.
• Monitor competitor capabilities and market trends to inform client needs and buying decisions.
• Provide training on Treasury Management sales, product, and processes to internal partners.
• Build an external network to support leads and market visibility.
• Represent Treasury Management at client events and travel as needed.

Conocimientos

Consultative Selling

Relationship Management

Treasury and Payments Expertise

Strategic Account Planning

Financial Analysis

Executive Presentation

Negotiation

Pipeline Management

Cross-Functional Collaboration

Planning and Execution

Risk Awareness

Educación

Bachelor's degree in business, finance, accounting, marketing, technology, or related field

Graduate degree preferred

Herramientas

ERP systems

Digital banking platforms

Descripción del empleo

SouthState Bank, N.A. in Greenville, SC seeks an experienced Treasury Management Sales Leader for a Middle Market portfolio. You will drive strategy, develop opportunities, and guide clients from discovery through implementation of cash management solutions.

You will collaborate with Relationship Managers, cross-functional teams, and external partners to tailor liquidity, payments, and data reporting offerings, ensuring client success and revenue growth within a dynamic banking environment.