Treasury Management Sales Officer

Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)
• Competitive pay and discretionary or incentive bonus eligible
• Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
• Family-friendly work hours
• With 175+ community bank locations, we offer opportunities to grow and develop in your career
• Promote from within culture

Why join this team?

• We are a vibrant, team-oriented atmosphere that provides opportunities for individual growth;
• Our team is in a unique position that allows us to collaborate with multiple other departments, have exposure to executive management, and develop new reporting;
• We are seeking a critical thinker that s willing to learn and not afraid of taking on new initiatives.
• No cold calling required to have opportunity to present to potential clients.

The Treasury Management Sales Officer (TMO) will focus on cultivating new relationships by prospecting and proposing alongside Business Bankers in Wisconsin. The TMO will cross-sell treasury products and bring new ideas to existing clients, while maintaining the exceptional service model of Wintrust Financial Corporation.

This TMO should have an outgoing personality with a desire for salesmanship emphasizing the value of our products to the client s operation and business needs. The TMO will focus on cultivating new relationships and deepening existing relationships alongside Business Bankers in Wisconsin.

Primary responsibilities include:

• Bring in new relationships alongside Business Bankers in Wisconsin.
• Produce a proposal with an analysis statement review and competitive TM pricing/products/services.
• In-Person and Virtual proposals and TM Review meetings. Presentations to Board of Directors and Finance Committees.
• Cross-sell treasury products and bring new ideas to existing clients, while maintaining the exceptional service model of Wintrust Financial Corporation.
• Retain and deepen existing customer relationships.
• Communicate expectations and timelines effectively when onboarding new clients or new products.
• Discuss pricing with clients and prospects - understand the difference between analyzed accounts and non analyzed accounts.

Requirements for this position:

• Associates degree or equivalent education required, Bachelors Degree preferred.
• 2+ years' experience in treasury management.
• 5+ years' customer service experience, preferably in financial services.
• Ability to work independently, while establishing strong working relationships with bank partners.
• Have a deep understanding of Treasury Management and be well versed in products that support businesses with automation, account reconciliation, and efficiencies gained by implementing banking technology.
• Posses a high degree of flexibility, organizational skills, and adaptability.
• Strong verbal and written communication skills are required.
• Ability to handle sensitive customer information and issues with tact and discretion.
• Proficient in Microsoft Office Suite, including PowerPoint for presentations.
• High attention to detail.
• Job requires driving you own car to bank offices in Milwaukee, Madison, Hartland, and various customer and prospect locations in Southeastern Wisconsin, and Rosemont Illinois Headquarters.
• In office 2 - 3 days / week with flexibility. Could be based in Madison or Green Bay office.

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 be Chicago s Bank and Wisconsin's Bank , we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.