Payments & Technology Banking Associate

SouthState Bank

. Support the Payments Technology Banking team in growing deposits and fee income for SouthState Bank .

Posted 10/28/2026full-timeAtlanta • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Management and Corporate Banking, with a strong focus on Financial Analysis, Portfolio Management, and Risk Management. Proven ability to build client relationships and cross-sell banking products while ensuring compliance with regulations.

Highest-signal resume keywords

Treasury ManagementFinancial AnalysisPortfolio ManagementRisk ManagementClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Statement AnalysisUnderwritingCredit AnalysisOperational Risk ManagementACH ProcessingDocument CollectionFinancial ModelingCompliance TrainingBSA CompliancePricing Strategy

Soft Skills

Interpersonal SkillsOrganizational SkillsTeamworkCommunication SkillsLeadership Skills

Tools & Technologies

Microsoft Excel

Industry Keywords

Commercial BankingFinancial ServicesCard ServicesBank Secrecy ActOFACUSA PATRIOT ActCross-Functional CollaborationClient AuditsCash Flow CycleReferral Networks

About the role

Key responsibilities & impact

Support the Payments Technology Banking team in growing deposits and fee income for SouthState Bank
Develop strong working relationships with Corporate Financial Services team members
Meet or exceed annual budget and maximize portfolio profitability through appropriate pricing and delivery of bank products and services
Service complex treasury management and corporate banking needs, including ACH, Disbursement Services, Information Reporting, Card Sponsorship Programs and FBO Account structures
Develop new profitable Payments Technology Banking client relationships with business, risk management, credit administration and compliance partners
Complete financial analysis, underwriting and closing of new and existing client opportunities
Complete ACH limit and credit memos for new and existing clients
Support new client implementation, document collection, file management and memo coordination with Operations, Risk Management and Compliance
Develop referral and center-of-influence networks
Cross-sell SouthState treasury services products with Treasury Services Officers
Manage portfolios by monitoring clients’ financial, operational and compliance status
Review portfolios with risk management, credit and operations teams and ensure timely receipt and review of client financials and compliance requirements
Support relationship banking through ongoing customer contact, call reports and quality customer experiences
Perform industry analysis and participate in relevant industry events
Communicate successes and challenges to the direct manager
Provide in-depth support to senior bankers, including meeting preparation, client meeting participation, call notes and follow-up items
Comply with Bank Secrecy Act, OFAC and USA PATRIOT Act requirements
Perform other duties as assigned and adapt responsibilities to client needs

Requirements

What you’ll need

Minimum Bachelor’s degree, preferably in Finance, Business, Accounting, Economics or other related field
Minimum two (2) years of commercial banking, financial services, card services or relevant company experience
Preferably experience in portfolio management, treasury services, risk management, auditing or underwriting
Strong oral, written and interpersonal relationship management skills
Sound credit / risk management judgment
Proficiency with PC software including Microsoft Excel
Excellent organizational and teamwork skills
Proven track record of working in a cross-functional environment
Knowledge of financial and accounting concepts to evaluate financial models, client audits and operational risks
Knowledge in financial statement analysis and understanding of client cash flow cycle and risk management considerations
Strong organizational and leadership skills with proven ability to multi-task and meet deadlines
Understanding of Operating and Financial Risk Management
Ability to speak, hear, see and sit; ability to multitask; ability to concentrate, think and learn
Ability to occasionally lift up to 15 pounds
Ability to comply with banking regulations, bank policies and procedures, and complete assigned Compliance and BSA training
Travel may be required to attend meetings as needed

Benefits

Comp & perks

Equal Opportunity Employer, including disabled/veterans
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions
Formal bank credit training, risk management or equivalent experience is a plus