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About the Role
SouthState is committed to helping its team members find success while maintaining the integrity of its 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.
Responsibilities
- Develop and maintain extensive knowledge of Treasury Management products, services, and pricing.
- Understand the application of products/services to business cash flow cycles.
- Lead fraud discussion with clients and prospects, including client outreach and education on options.
- Call jointly with Treasury Management Sales Officer to develop calling skills, relationship building, and follow-up protocol.
- Serve as primary backup for Treasury Management Sales Officer in their absence.
- Contribute to revenue-generating activities by adding new accounts or services to existing relationships.
- Prepare implementation forms and customer paperwork to onboard new small business clients and add Treasury Management services.
- Work closely with retail bankers to educate and assist in identifying Treasury Management leads.
- Develop expertise relative to the Treasury Management small business platform.
- Communicate and educate bankers regarding client situations and opportunities.
- Provide subject matter expertise to internal bank staff as required.
- Assist with other Treasury Management projects as required, such as Pricing Project.
Requirements
- Bachelor’s degree or equivalent experience.
- Five years banking experience.
- 5+ years related experience (Treasury Management sales/product/support, line banker, commercial call center).
- Excellent written/oral communications skills.
- Success in problem analysis and resolution.
- Strong attention to detail and accuracy.
- Strong organizational skills.
- Ability to manage multiple detailed work assignments with a high degree of accuracy.
- Ability to develop rapport easily with clients, peers, and partners.
- Knowledge of bank operating systems and commercial banking practices.
- Knowledge of Treasury Management products, services, procedures, and practices.
- Previous experience with analysis of commercial relationships, strategic sales planning, and customer issue resolution is preferred.
- Must be able to effectively access and interpret information on computer screens, documents, and reports.
- Requires a large amount of time in front of a computer (sitting or standing).
- Telecommuting roles require a secure home office environment free from background noise and distractions.
- Telecommuting roles require a reliable private internet connection not supplied by cellular data (hot spot); cable or fiber connections are preferred.
Skills
- Customer focused demeanor
- Strong written communication skills
- Strong verbal communication skills
- Sound judgment
- Excellent organizational skills
- Strong time management skills
- Ability to work with all levels of employees internally and externally
- Positive attitude
- Pro-active
Location
- 1011 W. 40th St., Ste. 100 Austin, Texas 78756
Work Type
- Onsite
- Telecommuting
- Hybrid
- Full-time
Experience Level
- Five years banking experience
- 5+ years related experience
Education Level
- Bachelor’s degree or equivalent experience
About the Company
- SouthState's story is one of steady growth, deep community roots, and an unwavering commitment to helping customers move forward.
- Since the 1930s, SouthState has become a trusted financial partner across the South and beyond, known for combining personal relationships with forward-thinking solutions.
Equal Opportunity
- Equal Opportunity Employer, including disabled/veterans.