TM Sales Analyst I

SouthState Bank; Charlotte (NC); On-site; USD 110,000 - 140,000; Full time

Job summary

SouthState Bank Corporation is seeking a Treasury Management sales support professional in Charlotte to help drive non-credit product revenue. You will develop pricing, proposals, and client reviews while coordinating with Treasury Management officers to uncover cross-sell opportunities.

You will analyze client data, prepare pricing presentations, and ensure regulatory compliance. Travel to client sites is possible as needed.

Qualifications

• Bachelor’s degree or equivalent experience.
• Five years banking experience; three years Treasury Management sales / product / support.
• Strong written and verbal communication with cross-sell ability and data analysis skills.

Responsibilities

• Develop knowledge of Treasury Management products, pricing and market trends.
• Provide sales support and lead generation for Treasury Management officers.
• Prepare RFPs, pricing, and formal proposals for clients.
• Create proforma analyses and monitor competitive pricing strategies.
• Coordinate relationship reviews for Treasury Management clients to ensure service quality and compliance.
• Advise on improvements to online security and product utilization for customers.
• Ensure compliance of presentation materials with regulatory guidelines.
• Travel to client meetings as required.

Skills

Communication skills

Sales skills

Data analysis

Attention to detail

Education

Bachelor’s degree

Tools

MS Office

Banking systems

Job description

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

Summary/Objectives

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.

Maintain a strong client focus, treasury industry expertise and a broad understanding of Bank structure as well as the operational aspects of global cash management products and services.

Essential Functions

• 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.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications, Education, And Certification Requirements

• Education: Bachelor’s degree or equivalent experience
• Experience: Five years banking experience; 3 years related experience (Treasury Management sales / product / support, line banker, commercial call center)
• Certifications/Specific Knowledge: 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 is preferred.

Training Requirements/Classes

Required annual compliance training, New Employee Orientation

PHYSICAL DEMANDS

Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.

WORK ENVIRONMENT

This position is located in a private office or cubicle.

Telecommuting roles, no matter if hybrid or 100% full time telecommuting, must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.

TRAVEL

Travel may be required to come to meetings as needed.

Work Location: 110 East Boulevard Charlotte, North Carolina 28203

Equal Opportunity Employer, including disabled/veterans.