TM Sales Analyst II

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Join to apply for the TM Sales Analyst II role at South State Bank

As a leading regional bank, South State has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. South State 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 South State 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.

• 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.