Treasury Management Training Specialist

SouthState Bank; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

SouthState Bank is seeking a Treasury Management Training Specialist to deliver product and system training to clients and internal teams. You will develop guides, monitor onboarding feedback, and support post-implementation activities across Treasury Management solutions.

The role requires collaboration with leadership and ongoing curriculum development. Ideal candidates have strong communication, presentation skills, and a solid treasury/ banking background, with proficiency in MS Office and

Qualifications

• Education: Bachelor’s degree or equivalent experience.
• Experience: 4 years in Treasury Management or related roles.
• Certifications/Knowledge: Proficiency in MS Office; English read/write/speak; knowledge of Treasury Management products is preferred.

Responsibilities

• 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 feedback on onboarding and Treasury Management products.
• Assist with evaluating client interactions within Genesys and Service Now.
• Create, update, and maintain questionnaires or surveys to assess training efficacy.
• Coordinate with Treasury Management Implementation post-client onboarding.
• Conduct continuing education classes for Treasury Management Sales, Product, and Support teams.
• Assist with Treasury Management Product Managers to develop/update Treasury Management user and training guides.
• Able to build relationships within the bank to maintain a high level of service.

Skills

Excellent communication

Presentation skills

Dealing with stress

Customer service

Treasury systems knowledge

General banking knowledge

MS Office proficiency

Training curriculum docs

Education

Bachelor’s degree or equivalent experience

Tools

Genesys

ServiceNow

Job description

SouthState Bank is seeking a Treasury Management Training Specialist to deliver product and system training to clients and internal teams. You will develop guides, monitor onboarding feedback, and support post-implementation activities across Treasury Management solutions.

The role requires collaboration with leadership and ongoing curriculum development. Ideal candidates have strong communication, presentation skills, and a solid treasury/ banking background, with proficiency in MS Office and