What are the responsibilities and job description for the Treasury Management Education 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!
ESSENTIAL FUNCTIONS
Conduct product and system training for new and existing Treasury Management clients and team members.
Collaborate with Treasury Management leadership to develop, update, and maintain user guides and training material.
Work independently to ensure tasks are complete and on schedule.
Assist with client quality reviews after implementation for any feedback on the onboarding process and Treasury Management products.
Assist with evaluating client interactions within Genesys and Service Now.
Create, update, and maintain questionnaires or surveys to access the efficacy of training.
Coordinate with Treasury Management Implementation post-client-onboarding
Conduct continuing education classes for Treasury Management Sales, Product, and Support teams.
Participate in Treasury Management new hire training.
Assist with Treasury Management Product Managers to develop and/or update Treasury Management user and training guides.
Able to build relationships within the bank to maintain a high level of service.
Partner with Corporate Learning and Treasury Management Product as it relates to new products and services.
Assist with training converting customers and team members.
Is a Subject Matter Expert on the design, features, and function of all Treasury Management products and systems, from the end user perspective.
Performs other duties as assigned.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPETENCIES
Excellent oral/written communication skills
Effective presentation skills
Ability to handle difficult and stressful situations with professional composition
Commitment to provide excellent customer service
Familiarity with treasury systems and technology
General banking knowledge
Requires strong knowledge of personal computer, Microsoft Office and other software used in department.
Must be able to prepare/compose professional training curriculum, documents, business letters and memorandums.
Qualifications, Education, and Certification Requirements
Education: Bachelor’s degree or equivalent experience
Experience: 4 years of experience in Treasury Management (Treasury Management, Commercial Call Center, Client Service, Operations).
Certifications/Specific Knowledge: MS office expertise, Ability to read, write, speak and understand English; Knowledge of Treasury Management products / services, account analysis and online banking systems is preferred. Excellent written/oral communications skills; Proven success in problem analysis and resolution; Strong attention to detail and accuracy; Strong organization skills; Ability to manage multiple detailed work assignments with a high degree of accuracy.
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training, New Employee Orientation
PHYSICAL DEMANDS
Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.
WORK ENVIRONMENT
This position is in a cubicle environment that may be loud throughout the day. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks.
TRAVEL
Travel may be required to come to meetings as needed.
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!
ESSENTIAL FUNCTIONS
Conduct product and system training for new and existing Treasury Management clients and team members.
Collaborate with Treasury Management leadership to develop, update, and maintain user guides and training material.
Work independently to ensure tasks are complete and on schedule.
Assist with client quality reviews after implementation for any feedback on the onboarding process and Treasury Management products.
Assist with evaluating client interactions within Genesys and Service Now.
Create, update, and maintain questionnaires or surveys to access the efficacy of training.
Coordinate with Treasury Management Implementation post-client-onboarding
Conduct continuing education classes for Treasury Management Sales, Product, and Support teams.
Participate in Treasury Management new hire training.
Assist with Treasury Management Product Managers to develop and/or update Treasury Management user and training guides.
Able to build relationships within the bank to maintain a high level of service.
Partner with Corporate Learning and Treasury Management Product as it relates to new products and services.
Assist with training converting customers and team members.
Is a Subject Matter Expert on the design, features, and function of all Treasury Management products and systems, from the end user perspective.
Performs other duties as assigned.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPETENCIES
Excellent oral/written communication skills
Effective presentation skills
Ability to handle difficult and stressful situations with professional composition
Commitment to provide excellent customer service
Familiarity with treasury systems and technology
General banking knowledge
Requires strong knowledge of personal computer, Microsoft Office and other software used in department.
Must be able to prepare/compose professional training curriculum, documents, business letters and memorandums.
Qualifications, Education, and Certification Requirements
Education: Bachelor’s degree or equivalent experience
Experience: 4 years of experience in Treasury Management (Treasury Management, Commercial Call Center, Client Service, Operations).
Certifications/Specific Knowledge: MS office expertise, Ability to read, write, speak and understand English; Knowledge of Treasury Management products / services, account analysis and online banking systems is preferred. Excellent written/oral communications skills; Proven success in problem analysis and resolution; Strong attention to detail and accuracy; Strong organization skills; Ability to manage multiple detailed work assignments with a high degree of accuracy.
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training, New Employee Orientation
PHYSICAL DEMANDS
Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.
WORK ENVIRONMENT
This position is in a cubicle environment that may be loud throughout the day. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks.
TRAVEL
Travel may be required to come to meetings as needed.
Equal Opportunity Employer, including disabled/veterans.
Benefits:
Health Insurance, 401K Plan, Vacation & Paid Time OffSalary : $50,113 - $75,209