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Wintrust Financial Corporation · 2 weeks ago

Treasury Management Sales Officer

Grand Rapids, MI

Full-time

Hybrid

Mid, Senior Level

$67K/yr - $80K/yr

5+ years exp

Wintrust Financial Corporation is a $66 billion financial institution based in Rosemont, Illinois, known for its community-focused banking services. The Treasury Management Sales Officer will provide consultation and expertise to clients, focusing on selling treasury management solutions and enhancing existing market relationships.

Financial ServicesWealth Management

Responsibilities

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

Qualification

Treasury management experienceSales experienceCommercial banking knowledgeCRM proficiencyAdaptability to technologyCommunication skillsOrganizational skillsWork independently

Required

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

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

Company

Wintrust Financial Corporation

Glassdoor3.7

Wintrust Financial Corporation delivers sophisticated financial capabilities with a community bank personality across its businesses in banking, specialty finance, and wealth management.

Founded in 1995

Rosamond, Illinois, USA

5001-10000 employees