Treasury Management Sales Specialist

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

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.