CB Sales Representative

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/OBJECTIVES

This position is responsible for, but not limited to, marketing, identifying and building trust with potential prospects, establishing new client relationships and maintaining those relationships with existing clients while being an ambassador for Corporate Billing.

ESSENTIAL FUNCTIONS

This position is expected to perform the specific duties, tasks, and responsibilities as outlined below:

• Generate new leads by: developing new referral sources, cold calling, mail marketing and client referrals
• Following up on leads promptly and professionally
• Present proposals effectively
• Gather completed applications and information from proposed prospects for review by Credit Management
• Maintain and update a detailed database of all potential prospects and referral sources
• Maintain a satisfactory level of activity and new applications monthly.
• Ensure that the Bank's policies and procedures, code of conduct, and regulatory guidelines are strictly complied with
• Provide assistance to other employees by liaising with them through healthy and positive interactions
• Be involved in performing marketing endeavors/efforts
• Continuously update skills by participating in professional training
• Seek opportunities to improve skills through cross-training offered by the Bank

All other tasks, responsibilities or duties, as directed by management

OTHER DUTIES/COMPENTENTCIES

• Must have strong communication skills characterized by excellent writing and speaking skills

• Proficient with general office machines and programs to include Microsoft Office Word, Excel, Outlook, and other software that might be utilized in the department
• Ability to use the computer efficiently and the capacity to learn new software programs as they are rolled out by the Bank
• Must have good knowledge of business English, including spelling and punctuation
• Must possess basic English language skills in order to write and speak clearly, and effectively with coworkers and customers
• Must be well-organized, accurate, and attentive to detail
• Must be cooperative and willing to assist coworkers and customers on a regular basis
• Must have effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others
• Must possess excellent multi-tasking skills and be able to function well under pressure
• Must be able to remain composed under pressure and respond to customer and coworker concerns regularly
• Must have a keen eye for detail and follow instructions to the letter

Qualifications, Education, and Certification Requirements

• High school graduate or equivalent is required
• Excellent verbal and written communication skills are required as well as excellent customer relations skills
• Must be able to function effectively as part of a team and must possess the ability to deal effectively and tactfully with employees, management and external customers
• General computer skills including e-mail usage
• Excellent negotiation skills
• Self-confidence
• Excellent prospecting skills
• Marketing skills
• Excellent closing skills
• Territory management skills
• Product knowledge
• Excellent presentation skills

TRAINING REQUIREMENTS/CLASSES

Required annual compliance training, New Employee Orientation

Equal Opportunity Employer, including disabled/veterans.