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

Vision

Life insurance

Disability Insurance

401(k) with company match

FSA

Employee Stock Purchase Plan

Parental Leave

EAP

Pet Insurance

Transportation and Commuting Benefits

Job summary

Wintrust Financial Corporation is seeking a Sales Associate to support the Middle Market Treasury Management Sales team. You will assist with pre- and post-sales analysis, client reviews, and presentations while coordinating with Sales, Implementation, and Relationship Managers.

You will analyze usage patterns, design cost analyses, and create customized presentations for prospects. The role requires strong organization, independence, and a client-focused sales mindset.

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 a 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.

Responsibilities

• Analyze existing services at competing banks and usage patterns; design product group to meet current needs, create pricing analyses, and prepare customized presentations.
• Review existing commercial banking relationships; analyze usage patterns and recommend additional Treasury products and services.
• Assist with case creation and manage the workflow of a deal; support complex client service issues and resolutions.
• May participate in portfolio-wide product usage analysis and implement product upgrades.
• Maintain accurate portfolio planning and tracking for revenue forecasting and goal measurement.

Skills

Banking/Treasury Management experience

Customer-facing / Sales

Independent work

MS Excel

PowerPoint

Education

High school degree or equivalent

Bachelor's degree preferred

Job description

Job Description Summary

The Sales Associate supports our Middle Market Treasury Management Sales team throughout various Wintrust chartered banks. They work alongside Sales Reps, Implementation Reps, Customer Service Professionals, Product Managers and Relationship Managers to assist with a high volume of tasks related to pre‑ and post‑sales analysis, client reviews, presentations and research. They play an active role in managing the sales and implementation process for new and existing clients, requiring versatility, excellent organization and flexibility to adapt to a growing and demanding client portfolio, product enhancements and special projects. An outgoing personality and a desire for salesmanship emphasizing the value of our products to the client’s operation and business needs is essential.

What You’ll Do

• Time Spent on Customer and Prospect Presentations/Calling: Analyze existing services at competing banks and usage patterns, design product group to meet current needs, create individual cost analysis pricing, recommend additional treasury products and services, and create customized presentations 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 as instructed by Sales. Analyze existing usage patterns and use this data to identify and recommend additional Treasury products and services and 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 a resource for complex client service issues including discovery, research escalation and resolution.
• Time Spent on Special Projects: May include portfolio-wide product usage analysis, identifying, notifying and implementing product upgrades, researching customers affected by a product or service change, and 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.

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 a 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.

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.

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.