Treasury Management Sales Analyst – Growth & Proposals

SouthState Bank Corporation

Charlotte (NC)

Sur place

USD 110 000 - 140 000

Plein temps

Il y a 3 jours

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Résumé du poste

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.

Responsabilités

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.