The Sales Associate supports the Middle Market Treasury Management Sales team, assisting with pre- and post-sales analysis, client reviews, presentations, and research
Job Summary
The Sales Associate supports the Middle Market Treasury Management Sales team, assisting with pre- and post-sales analysis, client reviews, presentations, and research.
Wintrust offers a competitive pay structure, a discretionary or incentive bonus, and a comprehensive benefit package including medical, dental, vision, life, and a 401k plan with a generous company match.
This role offers opportunities for individual growth and advancement within an energetic, team-oriented environment, with exposure to executive management and new product implementation.
Matching Summary
The Sales Associate supports the Middle Market Treasury Management Sales team, assisting with pre- and post-sales analysis, client reviews, presentations, and research.
Salary
Base: $50,000 - $70,000; Bonus/Equity: eligible to earn an annual bonus; Benefits: Comprehensive benefit package
Skills & Requirements
Must-have
Treasury Management product knowledge
Customer facing/sales experience
MS Excel and PowerPoint skills
Sales pipeline management
Client analysis and presentations
Nice-to-have
Outgoing personality
Energetic team-oriented environment
Desire for salesmanship
Flexibility and adaptability
Key Requirements
2-5 years Banking/Treasury Management experience
Bachelor's degree preferred
Ability to work independently
Requires driving to various Wintrust Charters and customer calls