CFS Treasury Technical Sales Specialist

As a leading bank, SouthState has been providing financial solutions to individuals, families, and businesses 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

It is the responsibility of the CFS Treasury Technical Sales Specialist to take ownership of all tasks and challenges that they encounter in the operation of their assigned position.  This position leads the sale of complex treasury and payment services for the specialized industry group, Payments Technology Banking. The position acts as a lead specialty and technical sales officer for complex treasury and payment offerings for CFS’ high volume payment clients and treasury management clients.  This position works directly with the bank’s Payment and Technology clients. The individual works with CFS Operations and Admin to create efficient internal processes to improve the client experience and manage on-going complex implementations and on-boarding for Payments Technology clients. 

ESSENTIAL FUNCTIONS

• Call with CFS bankers to sell complex payment system and treasury management solutions to drive deposits and fees for clients in Payments Technology group

• Manage and guide complex implementations and on-boarding of Payments Technology clients

• Collaborate with SSB TM Product teams to coordinate next generation payment needs and develop on-going payments strategy for SSB

• Attend client and payment industry conferences to maintain cutting edge knowledge of payment industry developments

• Primary point of contact for payments and technology clients on treasury related needs and services

• Support division with client metrics, analysis, and project management

• Serves as a member on outside payment council/committees

• Lead sales activities of Bin Sponsorship programs

• Coordinate Bin Sponsorship implementation activities with Program Management team

• Participates in cross functional teams related to process improvement or new payment and treasury products

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

Qualifications, Education, and Certification Requirements

• Education: Minimum bachelor’s degree preferably in Finance, Business, Economics or other related field

• Experience: Minimum ten (10) years of treasury management and payments experience within banking or payments industry and familiarity calling on middle market and larger corporate clients

• Certifications/Specific Knowledge: Strong oral, written and interpersonal relationship management skills

• Proficiency with PC software including Microsoft Excel

• Excellent organizational and project management skills

• Proven track record of working in a cross-functional environment.

• Knowledge of financial and accounting concepts to evaluate financial models, client audits and credit / operational risks.

• Strong organizational and leadership skills with proven ability to multi-task and meet deadlines

• Understanding of Operating and Financial Risk Management

TRAINING REQUIREMENTS/CLASSES

Required annual compliance training, New Employee Orientation

PHYSICAL DEMANDS

To perform this job successfully, an individual must be able to perform each essential duty listed above satisfactorily.

The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Ability to speak, hear, see and sit; ability to multitask; ability to concentrate, think and learn.  The employee may occasionally need to lift and/or up to 15 pounds. 

WORK ENVIRONMENT

This position is in an office setting that involves everyday risks or discomforts that require normal safety precautions. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

TRAVEL

Travel may be required to come to meetings as needed.