Treasury Management Sales & Strategy Analyst I

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

Job summary

SouthState Bank, N.A. seeks a Treasury Management Sales Support professional to aid Treasury Management sales teams in delivering non-credit products and driving revenue growth across the bank's client portfolio.

You will prepare comprehensive Treasury Management proposals, perform data analyses of client metrics to uncover opportunities, and coordinate pricing, RFP responses, and client presentations. On-site client visits may be required.

Qualifications

• Bachelor's degree or equivalent experience required.
• Five years banking experience; 3 years Treasury Management related experience preferred.
• Excellent written and oral communication; strong data analysis and pricing knowledge.

Responsibilities

• Develop knowledge of Treasury Management products, services, and pricing.
• Provide sales leads, support, and presentations to Treasury Management Sales Officers.
• Assemble RFPs, coordinate pricing, and assist with proposals and client presentations.
• Prepare proforma analyses and monitor competitive pricing trends.
• Develop relationship reviews for Treasury Management clients and ensure compliance.

Skills

Treasury Management

Sales support

Data analysis

MS Office

Education

Bachelor's degree

Tools

MS Office

Job description

SouthState Bank, N.A. seeks a Treasury Management Sales Support professional to aid Treasury Management sales teams in delivering non-credit products and driving revenue growth across the bank's client portfolio.

You will prepare comprehensive Treasury Management proposals, perform data analyses of client metrics to uncover opportunities, and coordinate pricing, RFP responses, and client presentations. On-site client visits may be required.