Treasury Management Sales Officer

2 weeks ago

Barrington, 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 10 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 a culture that encourages an entrepreneurial spirit
  • We offer multiple opportunities for development and upward mobility

Job Description Summary

The Treasury Management Sales Officer (TMO) will focus on cultivating new relationships by prospecting and proposing alongside Business, CRE and Municipal Bankers in Chicago suburbs. The TMO will cross-sell treasury products and bring new ideas to existing clients, while maintaining the exceptional service model of Wintrust.

The TMO applying for this position must be able to communicate expectations and timelines effectively when onboarding new clients or new products. They must have a deep understanding of Treasury Management and be well versed in products that support businesses with automation, account reconciliation, and efficiencies gained by implementing banking technology. This position requires a high degree of flexibility and organizational skills.

This Treasury Management Sales Officer should have an outgoing personality with a desire for salesmanship emphasizing the value of our products to the client’s operation and business needs.

What You’ll Do

  • Selling in person or virtually and leading implementation: Sales presentations must be customized based on the company, overall banking needs and recommending end-to-end treasury solutions.  Facilitate deal stage movement until sale is closed and company has transitioned. 
  • Prospect Presentations & Client Reviews:  Analyze existing services at competing bank to determine usage patterns. Design product group and customize pricing to meet current needs. 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 and client based on overall analysis. 
  • Product Management & Portfolio Maintenance: Work with various product partners across the bank to learn the inter-workings of treasury solutions.  Assist in complex customer service issues including discovery, research escalation and resolution.
  • Sales Pipeline Management (CRM): Maintain accurate portfolio planning and tracking for revenue forecasting and goal measurement.
  • 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.  Arises frequently as needed. 

Knowledge/Skills/Background/Experience

  • Experience in commercial banking, specifically treasury management

  • Previous sales experience a must

  • Ability to work independently, while establishing strong working relationships with bank partners

  • Adapt to technology changes and knowledge of information sys

  • Strong verbal and written communication skills are required

  • 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

#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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