Treasury Management Sales Consultant

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!

SUMMARY/OBJECTIVES

The Treasury Management Sales Consultant is responsible for supporting the Treasury Management Sales Officers as a market segment expert and consultative business partner.  Assists with strategic sales support to the organization’s focused market segments serving as the subject matter expert both internally and externally. The Treasury Management Sales Consultant will identify, build and lead strategic discussions with client’s IT, A/P and A/R departments and Treasury teams on their key areas of interest. The Treasury Management Sales Consultant is also responsible for helping structure holistic solutions for clients ranging from accounts / liquidity structures, Payables and Receivables optimization, systems and connectivity, bank relationship management, working capital and process centralization strategies.

The individual must have a broad and in-depth knowledge of the various payments, receipts and reporting services as well as data transmission protocols in order to adequately consult with clients, explain the options available to them and gather their requirements for implementing those services.  

The Treasury Management Sales Consultant will work closely with business partners to define strategies for technical solutions, determine business requirements, and develop functional designs based on the analysis of line of business needs, objectives and existing systems infrastructure.

 ESSENTIAL FUNCTIONS

• Collaborate with Treasury Management Sales Officers to provide thought leadership and actively engage with clients in needs-based discovery consultations and the deployment of complex Treasury Management solutions to answer those needs.
• Make impactful contributions to the team and organization through building trust and confidence with clients.
• Through leadership and collaboration, ensure the bank effectively delivers an excellent client experience during technically complex implementations.
• Comprehensive sales and product management, inclusive of strategic planning, product development and enhancement, pricing, promotion, profitability, vendor management, internal training, sales strategy, sales/market liaison/coordination, and competitive/industry intelligence.  
• Develop and execute engagement plans with strategic clients to undertake a deep dive analysis of the treasury needs with a view to develop best in class recommendations and solutions.
• Liaise directly with client leadership where necessary to facilitate effective coordination of solutions.
• Drives and participates in design, development and implementation of large and complex enterprise-wide applications, often using new technologies.
• Support Treasury Management team’s profit and growth goals through the consultative support of Treasury Management Sales Officers.
• Assist and direct training of complex Treasury Management products both internally and externally.
• Partner with Treasury Management Sales Officers and bankers to identify opportunities across the footprint to help drive revenue opportunities. Solicit feedback from bankers and clients to better understand product needs, including enhancements to existing Treasury Management products as well as new products.
• Develop detailed business requirements for new products and enhancements to existing ones.
• Require base knowledge of core Treasury Management product offerings inclusive of most receivables and payables solutions, information management solutions, and fraud protection and prevention solutions.
• Understand client banking platforms and solutions (i.e. ERP Systems) and how they interact with the Bank’s systems.
• Maintain in-depth knowledge of competition including trends, governmental impacts, structure, etc.
• Assist with the creation of compelling collateral and marketing programs to support the overall deployment of treasury solutions.
• Provide support on documentation for procedures, policies, project materials, client materials, and training materials as required.
• Facilitate cross-functional coordination and communication between lines of business, product and operational units

OTHER DUTIES

• Accept other duties as assigned.

COMPETENCIES

Qualifications and Education Requirements

• Education: Bachelor’s degree in business, finance, marketing or related fields; or equivalent experience. Graduate degree preferred. CCM or CTP certification preferred.
• Experience: 7-10 years banking experience; Five years’ experience in Treasury sales and/or support and/or product management; Demonstrated leadership experience with cross-functional teams.Knowledge: Extensive knowledge of Treasury Management products, services, procedures and practices.; Extensive knowledge of bank operating systems and commercial banking practices.; Knowledge of product development, pricing, implementation and strategic analysis.; Current knowledge of treasury/payment systems compliance requirements.
• Skills: Proven ability to understand complex business and technical concepts; Strong analytical and creative problem-solving skills.; Excellent written/oral communications skills.; Ability to manage multiple detailed work assignments with a high degree of accuracy.; Possess an excellent understanding of technology.

TRAINING REQUIREMENTS/CLASSES

Required annual compliance training.

RECOMMENDED ADDITIONAL TRAINING

New Employee Orientation

Supervisory Responsibility

This position has supervisory responsibilities.

PHYSICAL DEMANDS/WORK ENVIRONMENT

TRAVEL

This position may require some travel from time to time.

Work Location: 7777 Henneman Way McKinney, Texas 75070

Equal Opportunity Employer, including disabled/veterans.