Treasury Management Sales Associate - Katy, TX

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our 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. Your future begins here!

ESSENTIAL FUNCTIONS

• 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 to include client outreach and educating the client on their options once fraud has occurred

• Call jointly with Treasury Management Sales Officer, when appropriate, to develop calling skills, interpersonal relationship building and follow-up protocol (call planning, call reports, client follow-up, strategic planning)

• Primary back up for Treasury Management Sales Officer in his/her absence

• Contribute with revenue generating activities to include adding new accounts and/or new services to existing relationships

• Prepare implementation forms and customer paperwork to onboard new small business clients and to add additional Treasury Management services for existing customers. 

• Work closely with retail bankers to educate and assist in identifying TM leads.

• Develop expertise relative to the Treasury Management small business platform

• Communicate and educate bankers regarding client situations, opportunities, etc.

• Provide subject matter expertise to internal bank staff as required

• Assist with other Treasury Management projects as required which may include Pricing Project, etc.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

COMPETENCIES

• Customer focused demeanor

• Strong written communication skills

• Strong verbal communication skills – comfortable speaking to wide range of personalities and people over the phone and in person

• Sound judgment

• Excellent organizational skills

• Strong time management skills

• Ability to work with all levels of employees internally and externally

• Positive attitude

• Pro-active

Qualifications, Education, and Certification Requirements

• Education: Bachelor’s degree or equivalent experience

• Experience: Five years banking experience; 5+ years related experience (Treasury Management sales / product / support, line banker, commercial call center); 

• Certifications/Specific Knowledge: 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.

TRAINING REQUIREMENTS/CLASSES

Required annual compliance training

PHYSICAL DEMANDS

Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer.  This can be done sitting or standing with use of the right desk. 

WORK ENVIRONMENT

• This position is located in a private office or cubicle.  

• Telecommuting roles, no matter if hybrid or 100% full time telecommuting, must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred.  Requirements are subject to change, as new systems and technology is delivered.

TRAVEL

Travel may be required to meet with clients and to attend meetings as needed.

Equal Opportunity Employer, including disabled/veterans.