Treasury Management Sales Associate

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 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 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 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 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 case creation, collection of 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 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: