Wintrust Financial Corporation
Treasury Management Sales Associate
Wintrust Financial Corporation, Chicago, Illinois, United States, 60290
Overview
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. Time Spent on Customer Service Requests: Managing new and existing clients with customer service related requests via emails, virtual calls and phone calls to assist with their online banking needs. Knowledge/Skills/Background/Experience
2-5 years Banking/Treasury Management experience High school degree or equivalency Bachelor Degree required 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 with Salesforce and FIS core preferred 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 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 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. 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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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.
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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. Time Spent on Customer Service Requests: Managing new and existing clients with customer service related requests via emails, virtual calls and phone calls to assist with their online banking needs. Knowledge/Skills/Background/Experience
2-5 years Banking/Treasury Management experience High school degree or equivalency Bachelor Degree required 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 with Salesforce and FIS core preferred 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 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 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. 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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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.
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