Treasury Management Sales Associate

1 day ago


Chicago, Illinois, United States Wintrust Financial Full time
About the Role

We are seeking a highly motivated and organized Sales Associate to join our Middle Market Treasury Management Sales team at Wintrust Financial. As a Sales Associate, you will play a key role in supporting our sales and implementation process for new and existing clients, working closely with Sales Reps, Implementation Reps, Customer Service Professionals, Product Managers, and Relationship Managers.

Key Responsibilities
  • Conduct relationship reviews to identify opportunities for additional Treasury products and services, and create account structures to meet clients' needs.
  • Assist with ticket creation, collection of TM agreements, and manage the workflow of deals.
  • Provide exceptional customer service, including discovery, research, escalation, and resolution of complex client service issues.
  • Design and deliver customized presentations to prospects, analyzing existing services and usage patterns to recommend additional Treasury products and services.
  • Collaborate with Sales Reps and Relationship Managers on joint calling and sales pipeline management.
Requirements
  • 2-5 years of experience in banking or Treasury Management, with advanced computer skills and knowledge of MS Excel and PowerPoint.
  • Experience in commercial banking with Treasury Management product knowledge, and a customer-facing/sales background.
  • Ability to work independently, establish strong working relationships with other areas of the Bank, and handle sensitive customer information with tact and discretion.
  • Valid driver's license and ability to drive to various Wintrust Charters, Rosemont HQ, customers, and prospect calls across the Chicago area.
What We Offer
  • A comprehensive benefits package, including medical, dental, vision, life insurance, and a 401(k) plan with a generous company match.
  • A competitive salary and discretionary or incentive bonus eligibility.
  • A family-friendly work environment, with opportunities for growth and development in your career.
  • A promote-from-within culture, with opportunities to advance within the company.

Wintrust Financial is an Equal Opportunity Employer, committed to reflecting the diversity of the communities we serve. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional customer service.



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