Treasury Management Education Analyst
No salary listed
Mid
Bachelor's
Remote in USA
RemoteTravel may be required to attend meetings as needed.
Customer Experience & SupportCustomer Education & Training
About the job
Requirements
- A bachelor's degree or equivalent experience is required.
- Four years of experience in Treasury Management, Commercial Call Center, Client Service, or Operations is required.
- The ability to read, write, speak, and understand English is required.
- Expertise in Microsoft Office is required.
- Knowledge of Treasury Management products and services, account analysis, and online banking systems is preferred.
- Strong knowledge of personal computers, Microsoft Office, and other software used in the department is required.
- The ability to prepare professional training curricula, documents, business letters, and memorandums is required.
- Familiarity with treasury systems and technology and general banking knowledge are required.
- Strong written and oral communication skills, presentation skills, problem-analysis and resolution skills, attention to detail and accuracy, organization skills, and the ability to manage multiple detailed assignments accurately are required.
- The ability to handle difficult and stressful situations professionally and provide excellent customer service is required.
Responsibilities
- Conduct product and system training for new and existing Treasury Management clients and team members.
- Collaborate with Treasury Management leadership to develop, update, and maintain user guides and training materials.
- Work independently to complete tasks on schedule.
- Assist with client quality reviews after implementation to gather feedback on onboarding and Treasury Management products.
- Assist with evaluating client interactions within Genesys and ServiceNow.
- Create, update, and maintain questionnaires or surveys to assess training effectiveness.
- Coordinate with Treasury Management Implementation after client onboarding.
- Conduct continuing education classes for Treasury Management Sales, Product, and Support teams.
- Participate in Treasury Management new-hire training.
- Assist Treasury Management Product Managers with developing or updating user and training guides.
- Build relationships within the bank to maintain a high level of service.
- Partner with Corporate Learning and Treasury Management Product regarding new products and services.
- Assist with training customers and team members during conversions.
- Serve as a subject matter expert on the design, features, and functions of Treasury Management products and systems from the end-user perspective.
- Complete other duties as assigned.
- Attend meetings as needed, with travel possibly required.
About the company
SouthState Bank provides personal and commercial financial services, including deposit accounts, loans, and wealth management, to customers across the Southeastern United States. These products work by pooling customer deposits to fund local lending and investment activities, which are managed through a network of physical branches and digital banking platforms. Unlike larger national competitors, the bank focuses on a relationship-based model that prioritizes local market knowledge and personalized service while maintaining the financial scale of a major regional player. The bank's goal is to support the financial health of its clients and communities by combining the resources of a large institution with the accessibility of a local community bank.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Winter Haven, Florida
Founded
1934
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Simplify's Take
What believers are saying
- Q2 2026 EPS reached $2.35, and net income hit $230 million.
- Dividend rose 10% in July 2026, signaling confidence and capital strength.
- Credit quality improved: non-performing assets fell 14%, and net charge-offs stayed 0.06%.
What critics are saying
- Cyber Incident litigation settled June 24 2026, proving operational vulnerability still monetizes.
- Net interest margin fell to 3.78% in Q2 2026 as deposit competition intensified.
- Government contractor banking depends on winning specialized teams before Truist and PNC respond.
What makes SouthState Bank unique
- SouthState spans nine states, pairing Southeast scale with local relationship banking.
- Its government contractor vertical, launched August 17 2026, targets defense-adjacent clients.
- Commercial lending discipline stands out: Q2 2026 loans rose 11% annualized.
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Benefits
- Remote Work Options
- 401(k) Retirement Plan
- Health Insurance
- Paid Vacation
- Wellness Program
- Flexible Work Hours
- Conference Attendance Budget
- Family Planning Benefits
- Fertility Treatment Support
- Professional Development Budget
- Stock Options
- Company Equity