SouthState Bank
Join to apply for the
TM Sales Analyst II
role at
SouthState Bank 1 day ago Be among the first 25 applicants Join to apply for the
TM Sales Analyst II
role at
SouthState Bank As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work.
Summary/Objectives
Provide strategic sales support to Treasury Management sales teams in delivering non-credit commercial products and services to clients. Focus on developing strategies to grow Treasury Management revenue and increase Treasury Management penetration within the bank’s portfolio of clients. Prepare comprehensive Treasury Management proposals. Manage and facilitate extensive data analysis of client metrics to uncover sales opportunities. Deliver client-focused solutions when preparing pricing proposals, presentations, and responses to complex Requests for Proposals. Proactively prepare and coordinate relationship reviews for key Treasury Management clients to ensure service and compliance items are kept current.
Maintain a strong client focus, treasury industry expertise and a broad understanding of Bank structure as well as the operational aspects of global cash management products and services.
Essential Functions
Develop and maintain extensive knowledge of Treasury Management products, services, and pricing Impact deposit and non-interest income growth for the bank by providing sales leads, sales support, and sales presentations to Treasury Management Sales Officers (TMSO). Assemble Requests for Proposals (RFPs) and coordinate pricing, approach, and development of formal proposals. Coordinate preparation of sales proposals and assist Treasury Management Sales Officer/Banker with presentations. Prepare proforma analysis statements and maintain awareness of competitors’ pricing strategy and trends Prepare relationship reviews for Treasury Management clients; assist Treasury Management Sales Officer/Banker in the review process as required. Advise Treasury Management Sales Officer on potential improvements to online security, product/service utilization and enhancements for their customers. Ensure that client Treasury Management presentation materials are compliant with regulatory guidelines. Make on-site client visits as required. Provide subject matter expertise to internal bank staff as required. Assist with other Treasury Management projects as required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications, Education, And Certification Requirements
Education: Bachelor’s degree or equivalent experience Experience: Five years banking experience; 3 years related experience (Treasury Management sales / product / support, line banker, commercial call center) Certifications/Specific Knowledge: Excellent written/oral communications skills; Basic sales skills and extensive product knowledge to support and identify cross-sell opportunities; Proven success in problem analysis and resolution; Expertise with data analysis; Strong attention to detail and accuracy; High level of expertise with MS Office suite; 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, New Employee Orientation
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 come to meetings as needed.
In accordance with Colorado law: Colorado pay for this position is anticipated to be between $55,710.95 - $88,993.89 , actual offers to be determined based on applicant’s skills, experience and education.
While the anticipated deadline for the job posting is 06-28-2025, we encourage you to submit your application as we may still consider qualified candidates beyond this date.
Benefits | SouthState Careers Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Banking Referrals increase your chances of interviewing at SouthState Bank by 2x Sign in to set job alerts for “Sales Analyst” roles.
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TM Sales Analyst II
role at
SouthState Bank 1 day ago Be among the first 25 applicants Join to apply for the
TM Sales Analyst II
role at
SouthState Bank As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work.
Summary/Objectives
Provide strategic sales support to Treasury Management sales teams in delivering non-credit commercial products and services to clients. Focus on developing strategies to grow Treasury Management revenue and increase Treasury Management penetration within the bank’s portfolio of clients. Prepare comprehensive Treasury Management proposals. Manage and facilitate extensive data analysis of client metrics to uncover sales opportunities. Deliver client-focused solutions when preparing pricing proposals, presentations, and responses to complex Requests for Proposals. Proactively prepare and coordinate relationship reviews for key Treasury Management clients to ensure service and compliance items are kept current.
Maintain a strong client focus, treasury industry expertise and a broad understanding of Bank structure as well as the operational aspects of global cash management products and services.
Essential Functions
Develop and maintain extensive knowledge of Treasury Management products, services, and pricing Impact deposit and non-interest income growth for the bank by providing sales leads, sales support, and sales presentations to Treasury Management Sales Officers (TMSO). Assemble Requests for Proposals (RFPs) and coordinate pricing, approach, and development of formal proposals. Coordinate preparation of sales proposals and assist Treasury Management Sales Officer/Banker with presentations. Prepare proforma analysis statements and maintain awareness of competitors’ pricing strategy and trends Prepare relationship reviews for Treasury Management clients; assist Treasury Management Sales Officer/Banker in the review process as required. Advise Treasury Management Sales Officer on potential improvements to online security, product/service utilization and enhancements for their customers. Ensure that client Treasury Management presentation materials are compliant with regulatory guidelines. Make on-site client visits as required. Provide subject matter expertise to internal bank staff as required. Assist with other Treasury Management projects as required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications, Education, And Certification Requirements
Education: Bachelor’s degree or equivalent experience Experience: Five years banking experience; 3 years related experience (Treasury Management sales / product / support, line banker, commercial call center) Certifications/Specific Knowledge: Excellent written/oral communications skills; Basic sales skills and extensive product knowledge to support and identify cross-sell opportunities; Proven success in problem analysis and resolution; Expertise with data analysis; Strong attention to detail and accuracy; High level of expertise with MS Office suite; 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, New Employee Orientation
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 come to meetings as needed.
In accordance with Colorado law: Colorado pay for this position is anticipated to be between $55,710.95 - $88,993.89 , actual offers to be determined based on applicant’s skills, experience and education.
While the anticipated deadline for the job posting is 06-28-2025, we encourage you to submit your application as we may still consider qualified candidates beyond this date.
Benefits | SouthState Careers Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Banking Referrals increase your chances of interviewing at SouthState Bank by 2x Sign in to set job alerts for “Sales Analyst” roles.
The North Face: Associate Marketplace Analyst
Business Analyst - Digital Transformation - Relocate to Saudi Arabia
Sr. Sales & Customer Success Compensation Analyst
Denver, CO $98,000.00-$122,000.00 2 days ago Denver, CO $57,450.00-$91,920.00 19 hours ago Sr. Revenue Operations Specialist - Sales
Denver, CO $102,890.67-$139,637.34 1 month ago Broomfield, CO $71,300.00-$92,700.00 1 day ago Englewood, CO $75,000.00-$85,000.00 1 day ago Littleton, CO $83,100.00-$118,700.00 1 week ago Denver, CO $93,000.00-$105,000.00 15 hours ago Denver Metropolitan Area $35.00-$45.00 20 hours ago Business Analyst, Software Implementations
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr