Treasury Management Sales Associate

Wintrust Financial Corporation•Chicago, IL

4d•$50,000 - $70,000•Hybrid

About The Position

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.

Requirements

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
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

Responsibilities

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.
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.
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.
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.
Maintain accurate portfolio planning and tracking for revenue forecasting and goal measurement.