Treasury Management Sales Associate

Wintrust

Chicago, IL, United States
$50,000 - $70,000; bonus eligible; comprehensive b...
Hybrid
Treasury management product knowledge
Customer facing/sales experience
Advanced ms excel and powerpoint
The Sales Associate supports the Middle Market Treasury Management Sales team throughout various Wintrust chartered banks, 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 throughout various Wintrust chartered banks, assisting with pre- and post-sales analysis, client reviews, presentations, and research.
  • Wintrust offers an award-winning culture, competitive pay, a comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement.
  • This role involves analyzing existing services, designing product groups, creating cost analysis pricing, recommending Treasury products and services, and managing sales pipeline for revenue forecasting.

Matching Summary

The Sales Associate supports the Middle Market Treasury Management Sales team throughout various Wintrust chartered banks, assisting with pre- and post-sales analysis, client reviews, presentations, and research.

Salary

$50,000 - $70,000; Bonus eligible; Comprehensive benefits package

Skills & Requirements

Must-have

  • Treasury Management product knowledge
  • Customer facing/sales experience
  • Advanced MS Excel and PowerPoint
  • Sales pipeline management
  • Client analysis and presentation

Nice-to-have

  • Energetic team-oriented environment
  • Outgoing personality
  • 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 locations

Work Rights

Not specified

Tailored Resume

Cover Letter