Treasury Management Sales Officer

Position Overview

Treasury Management salesperson will provide consultation and expertise to prospects and clients in various lines of business, such as Middle Market, Business Banking and/or a Specialty Team. Salesperson must adapt to change in technology and digital product enhancements while working closely with the banking teams within a growing portfolio. Time management and strong organizational skills are a must, as you will need to balance client-facing and internal meetings under compressed timelines.

Salesperson should have an outgoing personality with strong salesmanship, emphasizing the value of our products to the client’s operation and business needs. Sell TM solutions across the entire portfolio, particularly focusing on prospective clients, including industry research, cost analysis and proposal creation and seeing new setups through to the end for a desirable client experience. Deepen and increase existing market relationships via cross-sales and account reviews.

There will be the need to travel, as banking teams and clients/prospects are located throughout the Grand Rapids, Michigan area.

• Selling in person/virtually and leading client transitions:
  Sales presentations must be customized based on the company, overall banking needs and recommending end-to-end treasury solutions. Facilitate deal stage movement with product and implementation until sale is closed and company has successfully transitioned.

• Responding to RFPs (limited), Proposal Creation & Client Reviews:
  Analyze existing services at competing bank to determine usage patterns. Design product group and customize pricing to meet current needs. 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 and detailed RFP responses for each prospect and client based on overall analysis.

• Product Management & Portfolio Maintenance:
  Work with various product partners across the bank to learn the inter-workings of treasury solutions. Assist in complex customer service issues including discovery, research escalation and resolution.

• Sales Pipeline Management (CRM):
  Maintain accurate portfolio planning and tracking for revenue forecasting and goal measurement.

• 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. Arises frequently as needed.

• Experience:
  
  5-7 years.

• Bachelor’s degree or equivalent.

• Experience in commercial banking, specifically treasury management.

• Previous sales experience a must.

• Ability to work independently, while establishing strong working relationships with bank partners.

• Adapt to technology changes and knowledge of information systems.

• Strong organization skills with high attention to detail.

• Strong verbal and written communication skills are required.

• Ability to handle sensitive customer information and issues with tact and discretion.

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

The estimated salary range for this role is $67,000 - $80,000, 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.

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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."}