What are the responsibilities and job description for the Fixed Income Sales position at South State Bank?
As a leading bank, SouthState has been providing financial solutions to individuals, families, and businesses for more than 100 years.
SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work.
SUMMARY/OBJECTIVES
It is the responsibility of the Fixed Income Sales role to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Primary responsibility of covering and selling products and services of fixed income and derivatives markets. The ideal candidate will have experience in developing a sales pipeline, building relationships with current and new contacts within existing accounts and identifying new sales opportunities.
ESSENTIAL FUNCTIONS
Work closely with senior salespeople to develop and execute the sales strategy whilst partnering with the relevant internal teams
Become a ‘go to’ person for customer inquiries and information requests; develop presentations and provide demonstrations to educate others as necessary
Keep up to date with market developments and competitor intelligence to maintain competitive advantage
Stay current with industry trends, economic issues, intelligence around competitors and continually develop technical and business knowledge
Regular travel to client locations
Identify new prospects among existing and potential clients and develop relationships
Maintain regular communication with clients and help inform product development and direction by providing feedback to business and product
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPETENCIES
Requires strong knowledge of personal computer, Microsoft Office and other software used in department.
Must be able to prepare documents and compose business letters and memorandums.
Must have good knowledge of business English, spelling and punctuation.
Requires knowledge of office practices, procedures, and general office machines.
Qualifications, Education, and Certification Requirements
Education : Requires Bachelor’s Degree, or equivalent work experience in related field
Experience : Three to five years prior supervisory experience preferred
Certifications/Specific Knowledge : Excellent verbal and written communication skills
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, 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 private office. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks.
Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.
TRAVEL
Travel may be required to come to meetings as needed.
SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work.
SUMMARY/OBJECTIVES
It is the responsibility of the Fixed Income Sales role to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Primary responsibility of covering and selling products and services of fixed income and derivatives markets. The ideal candidate will have experience in developing a sales pipeline, building relationships with current and new contacts within existing accounts and identifying new sales opportunities.
ESSENTIAL FUNCTIONS
Work closely with senior salespeople to develop and execute the sales strategy whilst partnering with the relevant internal teams
Become a ‘go to’ person for customer inquiries and information requests; develop presentations and provide demonstrations to educate others as necessary
Keep up to date with market developments and competitor intelligence to maintain competitive advantage
Stay current with industry trends, economic issues, intelligence around competitors and continually develop technical and business knowledge
Regular travel to client locations
Identify new prospects among existing and potential clients and develop relationships
Maintain regular communication with clients and help inform product development and direction by providing feedback to business and product
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPETENCIES
Requires strong knowledge of personal computer, Microsoft Office and other software used in department.
Must be able to prepare documents and compose business letters and memorandums.
Must have good knowledge of business English, spelling and punctuation.
Requires knowledge of office practices, procedures, and general office machines.
Qualifications, Education, and Certification Requirements
Education : Requires Bachelor’s Degree, or equivalent work experience in related field
Experience : Three to five years prior supervisory experience preferred
Certifications/Specific Knowledge : Excellent verbal and written communication skills
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, 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 private office. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks.
Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.
TRAVEL
Travel may be required to come to meetings as needed.
