Treasury Management Sales Associate

Wintrust Financial Corporation; Chicago (IL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Job summary

Wintrust Financial Corporation is seeking a Sales Associate to support our Middle Market Treasury Management Sales team across Wintrust banks. You will assist with pre- and post-sales analysis, client reviews, presentations and research, helping manage the sales and implementation process for new and existing clients.

This role requires a client-facing, organized, and flexible individual comfortable with a growing portfolio, product enhancements, and collaboration with multiple teams.

Qualifications

• 2-5 years Banking/Treasury Management experience
• High school degree or equivalency - Bachelor's degree preferred
• Customer facing/sales experience; Sales oriented and desire to be in customer-facing role
• Advanced Computer Skills, MS Excel and PowerPoint and ability to gain and apply knowledge of information systems
• Experience in commercial banking with Treasury Management product knowledge

Responsibilities

• Analyze existing services at current clients and prepare cost analyses; propose treasury products and account structures
• Review and monitor commercial banking relationships; identify opportunities for additional treasury products
• Assist with case creation, document collection, and manage deal workflow
• Support portfolio-wide product usage analysis and product upgrades
• Maintain portfolio planning and revenue forecasting through pipeline management

Skills

Banking/Treasury Management experience

Customer facing/sales experience

MS Excel

PowerPoint

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

MS Excel

PowerPoint

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.”

Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and discretionary or incentive bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 175+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture

Why join this team? We have an energetic, team-oriented environment; Growing team in a growing company that provides opportunities for individual growth and advancement; Our team is in a unique position that allows us to collaborate with other departments, have exposure to executive management, and implement new products and services;

Job Description Summary: The Sales Associate supports our Middle Market Treasury Management Sales team throughout various Wintrust chartered banks. The Sales Associate works alongside Sales Reps, Implementation Reps, Customer Service Professionals, Product Managers and Relationship Managers assisting with a high volume of tasks related to pre‑and post‑sales analysis, client reviews, presentations and research. The Sales Associate will play an active role in helping to manage the sales and implementation process for new and existing clients. The Sales Associate must be versatile and well organized. There is a strong need for flexibility to adapt to a growing and demanding client portfolio, product enhancements and special projects. The Sales Associate should have an outgoing personality with desire for salesmanship emphasizing the value of our products to the client’s operation and business needs.

What You’ll Do:

• Time Spent on Customer and Prospect Presentations/Calling: Analyze existing services at competing bank and usage patterns. Design product group to meet current needs. Create individual cost analysis pricing. 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 based on overall analysis. Pre call preparation with TM Sales Rep includes research on the company, overall relationship and providing product recommendations. Joint calling with the Sales Rep and/or Relationship Manager.
• Time Spent on Relationship Reviews: Review existing commercial banking relationships on a self-designated periodic basis or instructed by Sales. Analyze existing usage patterns and use this data to identify and recommend additional Treasury products and services as well as create account structures based on efficiency, cost, fraud protection, automation and ease of use.
• Time Spent on Portfolio Maintenance & Implementation: Assist with case creation, collection of agreements and managing the workflow of a deal. Act as another resource for complex client service issues including discovery, research escalation and resolution.
• Time Spent on 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.
• Time Spent on Sales Pipeline Management: Maintain accurate portfolio planning and tracking for revenue forecasting and goal measurement.
• Knowledge/Skills/Background/Experience: 2-5 years Banking/Treasury Management experience High school degree or equivalency - Bachelor's degree preferred Customer facing/sales experience; Sales oriented and desire to be in customer-facing role Advanced Computer Skills, MS Excel and PowerPoint and ability to gain and apply knowledge of information systems Experience in commercial banking with Treasury Management product knowledge Ability to work independently, while establishing strong working relationships with other areas of the Bank Ability to handle sensitive customer information and issues with tact and discretion.

Job requires driving to various Wintrust Charters, Rosemont HQ, customers and prospect calls across the markets you cover in the Chicago area.

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 $50,000 - $70,000, 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 Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Wintrust provides community and commercial banking, specialty finance and wealth management services, delivering the sophisticated solutions of a large bank through a relationship-focused approach built from our community banking roots. Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may be found here