Treasury Management Sales Associate

Role Summary The Sales Associate supports our Middle Market Treasury Management Sales team across 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 plays an active role in managing the sales and implementation process for new and existing clients, requiring versatility, organization, flexibility, and strong salesmanship to highlight the value of our products to clients’ operations and business needs. Responsibilities Customer and Prospect Presentations/Calling Analyze existing services at competing banks and usage patterns. Design product group to meet current needs. Create individual cost analysis pricing. Recommend additional treasury products and services and account structures based on efficiency, cost, fraud protection, automation and ease of use. Create customized presentations 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. Relationship Reviews Review existing commercial banking relationships on a periodic basis or as instructed by Sales. Analyze usage patterns and recommend additional treasury products and services, creating efficient account structures. Portfolio Maintenance & Implementation Assist with case creation, collection of agreements and managing workflow of deals. Act as a resource for complex client service issues, including discovery, research, escalation and resolution. Special Projects Portfolio-wide product usage analysis. Identify, notify and implement product upgrades. Research customers affected by product or service changes. Analyze impact of regulatory changes. Sales Pipeline Management Maintain accurate portfolio planning and tracking for revenue forecasting and goal measurement. Travel to various Wintrust Charters, Rosemont HQ, customers and prospect calls across the Chicago area as required. Required Skills & Experience 2–5 years of Banking/Treasury Management experience. High school degree or equivalency; Bachelor’s degree preferred. Customer-facing/sales experience with a sales-oriented mindset and a desire to be in a customer-facing role. Advanced computer skills, including MS Excel and PowerPoint; ability to acquire and apply knowledge of information systems. Experience in commercial banking with Treasury Management product knowledge. Ability to work independently and establish strong working relationships with other areas of the Bank. Ability to handle sensitive customer information and issues with tact and discretion. Compensation The estimated salary range for this role is $50,000 – $70,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills, and experience. Benefits Medical, 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 Equal Opportunity Statement 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories. #J-18808-Ljbffr Wintrust Financial Corporation