Treasury Management Continuous Improvement Analyst

SouthState Bank, N.A.; McKinney (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

SouthState Bank, N.A. in McKinney, TX is seeking a Treasury Management Operations Analyst to analyze and improve client experiences, systems, and processes across onboarding, support workflows, and reporting.

You will partner with treasury leaders and product teams to gather requirements, validate opportunities, and coordinate testing and change management for new workflows and tools. The role emphasizes data-driven decision-making, strong communication, and the ability to manage multiple

Qualifications

• Bachelor's degree or equivalent Treasury/banking operations, project, or process-improvement experience.
• Minimum 4 years of Treasury Management or related operational experience.
• Professional certifications preferred (CPA not required).

Responsibilities

• Analyze Treasury Management support and related data to identify trends and opportunities to improve quality, efficiency, visibility, and client experience.
• Lead or support continuous improvement initiatives from intake through implementation.
• Develop, maintain, and improve procedures, job aids, and process maps for consistent execution.
• Collaborate with Treasury Management leaders and stakeholders to define requirements and coordinate testing.
• Support data collection, reporting, dashboards, and performance measurement.
• Participate in system enhancement, automation, and workflow testing.
• Take ownership of assigned tasks and adapt to changing business needs.

Skills

Analytical thinking

Critical thinking

Problem solving

Data analysis

Communication skills

Education

Bachelor's degree in business administration, finance, operations, analytics, information systems, or a related field

Tools

ServiceNow

Genesys

OnRamp

Treasury Navigator

Excel

PowerPoint

Outlook

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!

Duties & Responsibilities

• Analyze Treasury Management Support, Specialty, Implementation, client training, ServiceNow, Genesys, OnRamp, Treasury Navigator, and related operational data to identify trends, root causes, recurring issues, client friction points, and opportunities to improve quality, efficiency, visibility, and client experience.
• Lead or support continuous improvement initiatives from intake through implementation, including documenting current state, defining desired future state, mapping workflows, evaluating risks and dependencies, recommending solutions, coordinating approvals, and tracking action items to completion.
• Assist with developing, maintaining, and improving operational procedures, job aids, quick reference materials, process maps, rubrics, and other resources to support consistent execution, effective training, regulatory alignment, quality assurance, and knowledge sharing across Treasury Management teams.
• Partner with Treasury Management leaders, specialists, product, and other stakeholders to gather requirements, validate improvement opportunities, communicate recommendations, coordinate testing, and support change management for new or enhanced workflows, systems, reporting, and tools.
• Support quality assurance, client experience, and performance measurement efforts by assisting with data collection, reporting, dashboard input, sampling approaches, trend analysis, and recommendations for coaching, training, procedure updates, or process redesign.
• Participate in system enhancement, automation, and workflow testing by preparing test scenarios, executing user acceptance testing, documenting results, communicating defects or gaps, and validating that implemented changes meet business requirements and support a positive client and teammate experience.
• It is the responsibility of this role to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications

Education Requirements

• Bachelor's degree in business administration, finance, operations, analytics, information systems, or a related field; equivalent Treasury Management, banking operations, project, process improvement, or analytical experience may be considered.

Minimum Experience

• Minimum of 4 years of experience in Treasury Management, commercial banking operations, client support, implementation, quality assurance, business analysis, process improvement, project coordination, or a related operational role.

Licenses & Certifications

• No licenses required. Certified Treasury Professional, Certified Associate in Project Management, Lean Six Sigma, business analysis, or process improvement certification preferred.

Additional Physical Demands

• No additional physical demands beyond those listed below.

Knowledge, Skills, & Abilities

• Strong analytical, critical thinking, problem-solving, and root cause analysis skills with the ability to interpret operational data and translate findings into practical recommendations.
• Working knowledge of Treasury Management products, services, systems, client onboarding, support workflows, commercial banking operations, risk controls, and client authentication expectations.
• Ability to document current-state and future-state processes, write clear procedures and job aids, and support consistent execution across multiple teams.
• Proficiency with Microsoft Office applications, especially Excel, Word, PowerPoint, Teams, and Outlook; experience with ServiceNow, Genesys, OnRamp, Treasury Navigator, reporting tools, dashboards, or workflow systems preferred.
• Excellent written and verbal communication skills, including the ability to collaborate with leaders, specialists, technology partners, risk partners, and other stakeholders.
• Ability to manage multiple priorities, organize detailed work, meet deadlines, maintain confidentiality, and adapt to changing business needs in a fast-paced environment.

Physical Demands and Work Environment

Physical Demands

• Ability to communicate in person, on the phone, and through electronic channels
• Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
• Ability to sit, walk, and/or stand for extended periods of time
• Ability to bend and reach

Work Environment

• Office: If the position reports to a physical Company location, the setting will be a typical office environment.
• Remote or hybrid:For remote or hybrid positions, a secure and distraction-free setting is required, with a reliable internet connection (cable or fiber preferred, mobile hotspots not acceptable). Hybrid positions will report to a physical Company location, as directed by the manager, and that setting will be a typical office environment.

Work Location: 7777 Henneman Way McKinney, Texas 75070

Equal Opportunity Employer, including disabled/veterans.