[Hiring] Treasury Management Education Analyst @SouthState Bank

Role Description

• 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 assess 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.

Qualifications

• 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.

Requirements

• 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 the department.
• Must be able to prepare/compose professional training curriculum, documents, business letters, and memorandums.

Benefits

• 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 the ability to go to a break room or restroom during breaks.

Travel

• Travel may be required to come to meetings as needed.

Equal Opportunity Employer, including disabled/veterans.