What are the responsibilities and job description for the Enterprise Terafina Delivery Analyst position at South State Bank?
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
Summary
The Terafina Delivery Analyst serves as a central coordination and communication point for Terafina initiatives across digital account opening, onboarding, account maintenance, workflow enhancements, integrations, and operational improvements. This role is accountable for managing structured intake maintaining roadmap visibility, driving delivery coordination, supporting testing readiness, release preparation, communicating stakeholder updates, and ensuring leadership has clear visibility into project status, risks, dependencies, decisions, and resource constraints.
This position partners closely with line of business stakeholders, technology teams, project managers, operations teams, risk and compliance partners, product owners, and third-party vendors to ensure Terafina requests are clearly communicated, evaluated, prioritized, documented, tested, and delivered in alignment with strategic objectives, regulatory expectations, and team capacity.
The ideal candidate is highly organized, process-oriented, and comfortable taking initiative across multiple workstreams, driving follow-through on open items, translating complex information into actionable updates, escalating risks or blockers, and helping move Terafina delivery efforts forward with accountability, urgency, and strong stakeholder communication.
Duties & Responsibilities
Own and continuously improve the Terafina intake process in collaboration with Enterprise, IT Digital Services and LOB partners, including how new enhancements, requirements, defects, operational requests, regulatory changes, and line of business needs are submitted, categorized, reviewed, routed, and prepared for prioritization
Track individual Terafina requests from submission through decision, planning, implementation, and closure, ensuring each item has clear ownership, business justification, end-user impact, risk considerations, dependencies, estimates, target dates, status updates, decision tracking, and documented next steps
Translate business priorities into actionable Terafina project plans by clarifying scope, documenting requirements, identifying dependencies, sequencing work, outlining implementation steps, aligning stakeholders on timing and tradeoffs, and communicating how each initiative supports roadmap commitments, operational needs, risk reduction, or strategic objectives.
Lead Terafina risk, governance, and control activities by updating Key Risk Indicators, preparing roadmap and leadership presentations, maintaining risk assessment documentation, capturing control updates, supporting audit requests, and coordinating follow-up items with business, risk, compliance, and technology partners.
Manage the Terafina roadmap, project inventory, milestone calendar, release schedule, and delivery timeline while clearly communicating updates, timeline changes, dependencies, and upcoming milestones to stakeholders and leadership.
Own project activities and communication across business, operations, technology, vendor, risk, compliance, and impacted line of business teams.
Create and oversee project artifacts and communication materials, including action item trackers, RAID logs, meeting notes, status reports, stakeholder updates, testing plans, implementation checklists, and post-release validation summaries.
Partner with Test Manager and IT Digital Services partners for coordinating or communicating testing, UAT preparation, defect tracking, retesting, release readiness, change documentation, deployment communications, stakeholder signoff, and implementation.
Own risk and dependency management across Terafina delivery efforts by proactively identifying resource constraints, scope changes, capacity conflicts, delivery blockers, and escalation needs; develop recommended mitigation plans and drive timely stakeholder and leadership decisions on impacts, tradeoffs, and next steps.
Provide timely, audience-appropriate updates on roadmap progress, project milestones, priorities, risks, decisions, implementation readiness, process improvements, and post-release outcomes for leaders, stakeholders, and delivery partners.
It is the responsibility of this role to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications
Education Requirements
High school diploma or equivalent required
Bachelor’s degree in Business, Finance, Information Technology, Project Management, or a related field preferred or 3 years in banking preferred with an emphasis on project management or organization.
Project Management Certifications preferred
Minimum Experience
3 years of leadership experience managing people required
5 years of banking or banking support experience required
2 years of experience in project management, portfolio management, platform operations, business operations, implementation coordination, or digital delivery preferred
Experience managing roadmaps, work intake, prioritization processes, project plans, status reporting, testing coordination, release readiness, or project portfolios preferred
Experience working with cross-functional business, operations, technology, and vendor teams preferred
Knowledge, Skills, & Abilities
Strong organization, planning, facilitation, and prioritization skills.
Strong verbal, written, presentation, and LOB/executive communication skills.
Ability to influence stakeholders and drive decisions without direct authority.
Ability to translate complex delivery information into concise updates, meeting materials, decision summaries, escalation points, and executive-ready communications.
Analytical thinking, problem-solving, decision support, and stakeholder influence
Banking account origination platform knowledge
Project management, portfolio governance, release/testing coordination, and related tools
Physical Demands and Work Environment
Physical Demands
Ability to communicate in person, on the phone, and through electronic channels
Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
Ability to sit, walk, and/or stand for extended periods of time
Ability to bend and reach
Work Environment
Office: If the position reports to a physical Company location, the setting will be a typical office environment.
Remote or hybrid: For remote or hybrid positions, a secure and distraction-free setting is required, with a reliable internet connection (cable or fiber preferred, mobile hotspots not acceptable). Hybrid positions will report to a physical Company location, as directed by the manager, and that setting will be a typical office environment.
Equal Opportunity Employer, including disabled/veterans.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
Summary
The Terafina Delivery Analyst serves as a central coordination and communication point for Terafina initiatives across digital account opening, onboarding, account maintenance, workflow enhancements, integrations, and operational improvements. This role is accountable for managing structured intake maintaining roadmap visibility, driving delivery coordination, supporting testing readiness, release preparation, communicating stakeholder updates, and ensuring leadership has clear visibility into project status, risks, dependencies, decisions, and resource constraints.
This position partners closely with line of business stakeholders, technology teams, project managers, operations teams, risk and compliance partners, product owners, and third-party vendors to ensure Terafina requests are clearly communicated, evaluated, prioritized, documented, tested, and delivered in alignment with strategic objectives, regulatory expectations, and team capacity.
The ideal candidate is highly organized, process-oriented, and comfortable taking initiative across multiple workstreams, driving follow-through on open items, translating complex information into actionable updates, escalating risks or blockers, and helping move Terafina delivery efforts forward with accountability, urgency, and strong stakeholder communication.
Duties & Responsibilities
Own and continuously improve the Terafina intake process in collaboration with Enterprise, IT Digital Services and LOB partners, including how new enhancements, requirements, defects, operational requests, regulatory changes, and line of business needs are submitted, categorized, reviewed, routed, and prepared for prioritization
Track individual Terafina requests from submission through decision, planning, implementation, and closure, ensuring each item has clear ownership, business justification, end-user impact, risk considerations, dependencies, estimates, target dates, status updates, decision tracking, and documented next steps
Translate business priorities into actionable Terafina project plans by clarifying scope, documenting requirements, identifying dependencies, sequencing work, outlining implementation steps, aligning stakeholders on timing and tradeoffs, and communicating how each initiative supports roadmap commitments, operational needs, risk reduction, or strategic objectives.
Lead Terafina risk, governance, and control activities by updating Key Risk Indicators, preparing roadmap and leadership presentations, maintaining risk assessment documentation, capturing control updates, supporting audit requests, and coordinating follow-up items with business, risk, compliance, and technology partners.
Manage the Terafina roadmap, project inventory, milestone calendar, release schedule, and delivery timeline while clearly communicating updates, timeline changes, dependencies, and upcoming milestones to stakeholders and leadership.
Own project activities and communication across business, operations, technology, vendor, risk, compliance, and impacted line of business teams.
Create and oversee project artifacts and communication materials, including action item trackers, RAID logs, meeting notes, status reports, stakeholder updates, testing plans, implementation checklists, and post-release validation summaries.
Partner with Test Manager and IT Digital Services partners for coordinating or communicating testing, UAT preparation, defect tracking, retesting, release readiness, change documentation, deployment communications, stakeholder signoff, and implementation.
Own risk and dependency management across Terafina delivery efforts by proactively identifying resource constraints, scope changes, capacity conflicts, delivery blockers, and escalation needs; develop recommended mitigation plans and drive timely stakeholder and leadership decisions on impacts, tradeoffs, and next steps.
Provide timely, audience-appropriate updates on roadmap progress, project milestones, priorities, risks, decisions, implementation readiness, process improvements, and post-release outcomes for leaders, stakeholders, and delivery partners.
It is the responsibility of this role to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications
Education Requirements
High school diploma or equivalent required
Bachelor’s degree in Business, Finance, Information Technology, Project Management, or a related field preferred or 3 years in banking preferred with an emphasis on project management or organization.
Project Management Certifications preferred
Minimum Experience
3 years of leadership experience managing people required
5 years of banking or banking support experience required
2 years of experience in project management, portfolio management, platform operations, business operations, implementation coordination, or digital delivery preferred
Experience managing roadmaps, work intake, prioritization processes, project plans, status reporting, testing coordination, release readiness, or project portfolios preferred
Experience working with cross-functional business, operations, technology, and vendor teams preferred
Knowledge, Skills, & Abilities
Strong organization, planning, facilitation, and prioritization skills.
Strong verbal, written, presentation, and LOB/executive communication skills.
Ability to influence stakeholders and drive decisions without direct authority.
Ability to translate complex delivery information into concise updates, meeting materials, decision summaries, escalation points, and executive-ready communications.
Analytical thinking, problem-solving, decision support, and stakeholder influence
Banking account origination platform knowledge
Project management, portfolio governance, release/testing coordination, and related tools
Physical Demands and Work Environment
Physical Demands
Ability to communicate in person, on the phone, and through electronic channels
Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
Ability to sit, walk, and/or stand for extended periods of time
Ability to bend and reach
Work Environment
Office: If the position reports to a physical Company location, the setting will be a typical office environment.
Remote or hybrid: For remote or hybrid positions, a secure and distraction-free setting is required, with a reliable internet connection (cable or fiber preferred, mobile hotspots not acceptable). Hybrid positions will report to a physical Company location, as directed by the manager, and that setting will be a typical office environment.
Equal Opportunity Employer, including disabled/veterans.
Benefits:
Health Insurance, 401K Plan, Vacation & Paid Time OffSalary : $51,941 - $77,665