Senior Treasury Management Sales Officer

Wintrust Financial Corporation; Grand Rapids (MI); On-site; USD 98,000 - 132,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

401(k) with company match

FSA

Employee Stock Purchase Plan

Parental Leave

EAP

Job summary

Wintrust Financial Corporation is seeking a Treasury Management Sales Officer in Grand Rapids, MI. You will prospect and present end-to-end treasury solutions, working with Commercial Bankers to cultivate new relationships and cross-sell treasury products.

The role requires 5-7 years of treasury management or banking experience, a Bachelor’s degree, and strong sales and relationship-building skills. This is an onsite position with competitive benefits and bonus eligibility.

Qualifications

• 5-7 years experience in treasury management or related banking field.
• Bachelor's degree or equivalent required.
• Strong sales experience and ability to manage client relationships.

Responsibilities

• Sell treasury solutions in person or virtually and lead implementation.
• Respond to RFPs, craft proposals, and review client needs.
• Maintain CRM pipeline and forecast revenue.
• Develop customized presentations for prospects and clients.
• Collaborate with product partners to understand treasury solutions.

Skills

Treasury management knowledge

Commercial banking experience

Sales experience

Relationship management

Education

Bachelor's degree or equivalent

Job description

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC."

The Treasury Management Sales Officer (TMO) will focus on cultivating new relationships by prospecting and proposing alongside Commercial and Business Bankers in the Grand Rapids, MI area. The TMO will cross-sell treasury products and bring new ideas to existing clients, while maintaining the exceptional service model of Wintrust.

The TMO applying for this position must be able to communicate expectations and timelines effectively when onboarding new clients or new products. They must have a deep understanding of Treasury Management and be well versed in products that support businesses with automation, account reconciliation, and efficiencies gained by implementing banking technology. This position requires a high degree of flexibility and organizational skills.

This Treasury Management Sales Officer should have an outgoing personality with a desire for salesmanship emphasizing the value of our products to the client's operation and business needs.

What you'll do:

• Selling in person or virtually, and leading implementation: Sales presentations must be customized based on the company, overall banking needs and recommending end-to-end treasury solutions.
• Responding to RFPs (limited), Proposal Creation & Client Reviews: Analyze existing services at competing bank to determine usage patterns. Design product group and customize pricing to meet current needs.
• Facilitate deal stage movement until sale is closed and company has transitioned.
• Prospect Presentations & Client Reviews: Analyze existing services at competing bank to determine usage patterns. Design product group and customize pricing to meet current needs.
• Recommend additional treasury products and services as well as account structures based on efficiency, cost, fraud protection, automation and ease of use.
• Create customized presentation for each prospect and client based on overall analysis.
• Product Management & Portfolio Maintenance: Work with various product partners across the bank to learn the inter-workings of treasury solutions.
• Assist in complex customer service issues including discovery, research escalation and resolution.
• Sales Pipeline Management (CRM): Maintain accurate portfolio planning and tracking for revenue forecasting and goal measurement.
• Special Projects: This may include portfolio wide product usage analysis; identifying, notifying and implementing product upgrades; researching customers affected by a product or service change; analyzing the impact of a regulatory change.

Qualifications :

• Experience: 5-7 years
• Bachelor's degree or equivalent
• Experience in commercial banking, specifically treasury management
• Previous sales experience a must
• Ability to work independently, while establishing strong working relationships with bank partners
• Adapt to technology changes and knowledge of information systems
• Strong organization skills with high attention to detail
• Strong verbal and written communication skills are required
• Ability to handle sensitive customer information and issues with tact and discretion

Benefits :

• Medical Insurance
• Dental
• Vision
• Life insurance
• Accidental death and dismemberment
• Short-term and long term Disability Insurance
• Parental Leave
• Employee Assistance Program (EAP)
• Traditional and Roth 401(k) with company match
• Flexible Spending Account (FSA)
• Employee Stock Purchase Plan at 5% discount
• Critical Illness Insurance
• Accident Insurance
• Transportation and Commuting Benefits
• Banking Benefits
• Pet Insurance

Compensation :

The estimated salary range for this role is $98,000 - $132,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.

#LI-ONSITE

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust F