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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 .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in Treasury Management sales, including the ability to develop and execute strategies for Middle Market clients, manage complex sales pipelines, and deliver tailored financial solutions. Proficient in leading consultative sales cycles and collaborating with cross-functional teams to drive client engagement and revenue growth.
Highest-signal resume keywords
Treasury Management Sales StrategyBusiness DevelopmentClient Relationship ManagementConsultative Sales CyclesTreasury Management Products Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Treasury ManagementCommercial PaymentsLiquidity ManagementFraud PreventionData TransmissionERP IntegrationAccount AnalysisPayment ComplianceACH Rules KnowledgeSales Pipeline Management
Soft Skills
NegotiationPresentation SkillsAnalytical SkillsOrganizational SkillsRelationship Building
Tools & Technologies
Digital Banking PlatformsClient Technology EnvironmentsReporting ToolsPayment Innovation ToolsRFP and RFI Management
Certifications & Qualifications
Certified Treasury Professional (CTP)Certified Cash Manager (CCM)
Industry Keywords
Middle MarketCorporate BankingCommercial BankingTreasury and Payments ComplianceFinancial Services
Tech Stack
Tools & technologiesERP
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 lines of business to identify opportunities 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 and execute engagement plans for strategic Middle Market clients and prospects
- Conduct regular client reviews, gather feedback, review access permissions, introduce products and services, and understand future client needs
- Manage the sales pipeline, opportunity data, calling activity, forecasting, commitments, and next steps
- Coordinate with Product Management, Support and Implementation, Operations, Risk, Credit, Legal, and other partners on feasibility and implementation handoff
- Lead or coordinate RFP and RFI responses, pricing, solution development, written responses, and formal presentations
- Maintain knowledge of Treasury Management products, pricing, account analysis, service setup, implementation, digital platforms, file formats, data transmission, and operational procedures
- Monitor competitor capabilities, industry trends, regulatory considerations, payment innovation, fraud threats, and market expectations
- Communicate client, prospect, banker, implementation, and support feedback regarding product gaps and market trends
- Provide Treasury Management sales, product, discovery, and process training to Middle Market bankers and internal partners
- Build and maintain an external network of clients, prospects, centers of influence, and industry associations
- Represent Treasury Management at client events, conferences, and market activities
- 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 treasury and payments compliance requirements
- Knowledge of ACH rules and regulations and relevant banking regulations
- Ability to lead complex client discovery and translate business and technical requirements into practical solutions
- Ability to communicate with executive and functional stakeholders
- Ability to develop persuasive proposals and presentations
- Ability to negotiate effectively and manage a complex pipeline
- Ability to coordinate multiple detailed assignments accurately
- Excellent written, oral, analytical, organizational, presentation, and relationship-building skills
- Must complete required annual compliance training and New Employee Orientation
- Must effectively access and interpret information on computer screens, documents, and reports
- Must maintain a secure home office environment and reliable private internet connection when telecommuting
- Travel throughout the assigned coverage area and as needed across the Bank's footprint
- Corporate and Investment Banking treasury sales experience preferred
- Graduate degree preferred
- Certified Treasury Professional (CTP), Certified Cash Manager (CCM), or another relevant treasury/payments certification 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
- New Employee Orientation