Treasury Management Education Analyst

SouthState Bank; Winter Haven (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

SouthState Bank is seeking a Treasury Management Training Specialist in Florida to train new and existing clients and teams on Treasury Management products and services. You will develop user guides, conduct trainings, and support post-implementation education.

Responsibilities include creating training materials, delivering sessions, and collaborating with Treasury Management leadership to ensure high-quality onboarding and ongoing education for sales, product, and support teams.

Qualifications

• Bachelor's degree or equivalent experience.
• 4 years Treasury Management experience in Treasury Management, Commercial Call Center, Client Service, or Operations.
• Excellent written and oral communication; problem analysis and resolution.
• Strong attention to detail and organizational skills; ability to handle multiple tasks.
• Knowledge of Treasury Management products and online banking systems; familiarity with treasury technology.

Responsibilities

• Conduct product and system training for Treasury Management clients and team members.
• Develop, update, and maintain user guides and training material with leadership.
• Create, update, and maintain questionnaires or surveys to assess training efficacy.
• Coordinate with Treasury Management Implementation post-onboarding.
• Deliver continuing education classes for Treasury Management Sales, Product, and Support teams.
• Assist with onboarding feedback reviews for Treasury Management products.
• Build relationships across the bank to maintain high service levels.
• Serve as Subject Matter Expert on all Treasury Management products and systems.

Skills

Communication skills

Presentation skills

Customer service

Treasury systems knowledge

MS Office

General banking knowledge

Training curriculum development

Attention to detail

Education

Bachelor’s degree or equivalent experience

Tools

MS Office

Treasury products knowledge

Online 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!

Essential Functions

• Conduct product and system training for new and existing Treasury Management clients and team members.
• Collaborate with Treasury Management leadership to develop, update, and maintain user guides and training material.
• Work independently to ensure tasks are complete and on schedule.
• Assist with client quality reviews after implementation for any feedback on the onboarding process and Treasury Management products.
• Assist with evaluating client interactions within Genesys and Service Now.
• Create, update, and maintain questionnaires or surveys to access the efficacy of training.
• Coordinate with Treasury Management Implementation post-client-onboarding
• Conduct continuing education classes for Treasury Management Sales, Product, and Support teams.
• Participate in Treasury Management new hire training.
• Assist with Treasury Management Product Managers to develop and/or update Treasury Management user and training guides.
• Able to build relationships within the bank to maintain a high level of service.
• Partner with Corporate Learning and Treasury Management Product as it relates to new products and services.
• Assist with training converting customers and team members.
• Is a Subject Matter Expert on the design, features, and function of all Treasury Management products and systems, from the end user perspective.
• Performs other duties as assigned.

COMPETENCIES

• Excellent oral/written communication skills
• Effective presentation skills
• Ability to handle difficult and stressful situations with professional composition
• Commitment to provide excellent customer service
• Familiarity with treasury systems and technology
• General banking knowledge
• Requires strong knowledge of personal computer, Microsoft Office and other software used in department.
• Must be able to prepare/compose professional training curriculum, documents, business letters and memorandums.

Qualifications, Education, And Certification Requirements

• Education: Bachelor’s degree or equivalent experience
• Experience: 4 years of experience in Treasury Management (Treasury Management, Commercial Call Center, Client Service, Operations).
• Certifications/Specific Knowledge: MS office expertise, Ability to read, write, speak and understand English; Knowledge of Treasury Management products / services, account analysis and online banking systems is preferred. Excellent written/oral communications skills; Proven success in problem analysis and resolution; Strong attention to detail and accuracy; Strong organization skills; Ability to manage multiple detailed work assignments with a high degree of accuracy.

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 in a cubicle environment that may be loud throughout the day. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks.

TRAVEL

Travel may be required to come to meetings as needed.

Equal Opportunity Employer, including disabled/veterans.