Treasury Management Solutions Specialist

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 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.