Senior Treasury Management Sales Officer – Middle Market Banking

SouthState Bank

. Own and execute the Treasury Management sales strategy for an assigned Middle Market portfolio, market, or coverage area .

Posted 9/18/2026full-timeGreenville • South Carolina • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in Treasury Management sales, including the ability to develop and execute strategies for Middle Market clients, manage complex sales cycles, and deliver tailored financial solutions. Proficient in relationship management, consultative selling, and compliance with treasury and payments regulations.

Highest-signal resume keywords

Treasury Management Sales StrategyBusiness DevelopmentConsultative Sales CyclesTreasury Management Products KnowledgeCertified Treasury Professional (CTP)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury ManagementCommercial PaymentsLiquidity ManagementFraud MitigationData TransmissionAccount AnalysisPricing ImplementationERP IntegrationPayment ComplianceACH Rules

Soft Skills

Relationship BuildingNegotiationPresentation SkillsAnalytical SkillsOrganizational Skills

Tools & Technologies

Digital Banking PlatformsClient Technology EnvironmentsPayment Innovation ToolsRFP Management SoftwareSales Pipeline Management Tools

Certifications & Qualifications

Certified Treasury Professional (CTP)Certified Cash Manager (CCM)

Industry Keywords

Middle MarketCorporate BankingCommercial BankingTreasury CompliancePayment Innovation

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Own and execute the Treasury Management sales strategy for an assigned Middle Market portfolio, market, or coverage area
Drive new business development, relationship expansion, client retention, revenue, and deposit growth
Partner with Relationship Managers, market leaders, and other business lines to identify opportunities, develop account plans, generate leads, conduct joint calls, and advance sales opportunities
Lead needs-based discovery conversations with client leadership and functional stakeholders
Evaluate payment flows, receivables processes, liquidity and account structures, reporting needs, fraud controls, service delivery, and client technology environments
Design and position Treasury Management solutions across payables, receivables, liquidity management, reporting, fraud prevention, digital banking, data transmission, ERP connectivity, commercial card, and merchant services
Lead client presentations, demonstrations, proposals, pricing discussions, and negotiations
Develop engagement plans for strategic Middle Market clients and prospects
Conduct client reviews, gather feedback, review access and permissions, introduce products, and understand future client needs
Manage the sales pipeline, opportunity data, calling activity, forecasting, commitments, and next steps
Coordinate with Product Management, Support, Implementation, Operations, Risk, Credit, Legal, and other partners to validate solutions and support implementation handoffs
Review RFPs and RFIs and coordinate pricing, solution development, written responses, and formal presentations
Maintain knowledge of Treasury Management products, services, pricing, implementation, digital platforms, file formats, and data transmission methods
Monitor competitor capabilities, industry trends, regulatory considerations, payment innovation, fraud threats, and market expectations
Gather and communicate feedback on product gaps, service opportunities, market trends, and enhancements
Provide Treasury Management sales, product, discovery, and process training to bankers and internal partners
Build an external network of clients, prospects, centers of influence, and industry associations
Represent Treasury Management at client events, industry conferences, and market activities
Travel throughout the assigned coverage area and elsewhere as business needs require
Assist with annual client and operational exposure reviews and special projects
Accept other duties and responsibilities as assigned

Requirements

What you’ll need

Bachelor's degree in business, finance, accounting, marketing, technology, or a related field; or equivalent experience
10+ years of Treasury Management sales, commercial payments, commercial banking, or related client-facing experience
Demonstrated success serving complex Middle Market, Corporate, or specialty-industry relationships
Experience leading consultative sales cycles, developing new business, expanding existing relationships, and working across cross-functional teams
Advanced knowledge of Treasury Management products and services, commercial payments, receivables, liquidity management, information reporting, fraud mitigation, digital channels, account analysis, pricing, implementation, ERP and accounting system integration, data transmission, and applicable treasury and payments compliance requirements
Knowledge of ACH rules and regulations and relevant banking regulations
Proven ability to lead complex client discovery and translate business and technical requirements into practical solutions
Ability to communicate with executive and functional stakeholders, develop persuasive proposals and presentations, negotiate effectively, manage a complex pipeline, and coordinate multiple detailed assignments accurately
Excellent written, oral, analytical, organizational, presentation, and relationship-building skills
Must be able to effectively access and interpret information on computer screens, documents, and reports
Certified Treasury Professional (CTP), Certified Cash Manager (CCM), or another relevant treasury/payments certification preferred
Corporate and Investment Banking treasury sales experience preferred
Graduate degree preferred

Benefits

Comp & perks

Approved hybrid work environment
Secure home office arrangement for telecommuting employees
Reliable private internet connection meeting Bank requirements
Required annual compliance training and New Employee Orientation