Treasury Management Sales Specialist

SouthState Bank, N.A.; Port Saint Lucie (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

SouthState Bank, N.A. is seeking an experienced Treasury Management specialist to advise clients on cash flow optimization and TM product usage. You will partner with Treasury Management Sales Officer, educate clients, and support onboarding for small business customers.

The role requires five years in banking with strong communication, accuracy, and multitasking skills. You will work closely with retail bankers to identify TM leads and ensure compliant service delivery.

Qualifications

• Education: Bachelor’s degree or equivalent experience.
• Five years of banking experience; 5+ years in Treasury Management sales/product/support or related roles.
• Strong written and oral communication; detail oriented; ability to manage multiple tasks.

Responsibilities

• Develop and maintain knowledge of Treasury Management products, services, and pricing.
• Educate clients on how TM products apply to their cash flow cycles.
• Lead fraud discussions with clients and prospects and provide options guidance.
• Back up Treasury Management Sales Officer in their absence.
• Contribute to revenue by adding new accounts or services.
• Onboard new small business clients and add TM services for existing customers.
• Educate bankers on TM opportunities and platform capabilities.
• Provide SME support to internal staff as required.

Skills

Customer-focused

Written communication

Verbal communication

Judgment

Organization

Time management

Cross-functional collaboration

Proactive

Education

Bachelor's degree or equivalent experience

Tools

Banking systems

Treasury Management platforms

Job description

SouthState Bank, N.A. is seeking an experienced Treasury Management specialist to advise clients on cash flow optimization and TM product usage. You will partner with Treasury Management Sales Officer, educate clients, and support onboarding for small business customers.

The role requires five years in banking with strong communication, accuracy, and multitasking skills. You will work closely with retail bankers to identify TM leads and ensure compliant service delivery.