Treasury Management Sales Associate

2 weeks ago

Chicago IL, United States Wintrust Financial Full time

Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.

Why join us?

  • An award-winning culture We are rated a Top Workplace by the Chicago Tribune (past 8 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 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 ticket creation, collection of TM 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 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 worksheets which may include individualized 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 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.

  • 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

  • Customer facing/sales experience; Sales oriented and desire to be in customer-facing role

  • 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

LI-HYBRID

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 be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

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