The Treasury Management Sales Officer (TMO) will focus on cultivating new relationships by prospecting and proposing alongside Commercial and Business Bankers in Chicago. The TMO will cross-sell treasury products and bring new ideas to existing clients, while maintaining the exceptional service model of Wintrust.
The TMO applying for this position must be able to communicate expectations and timelines effectively when onboarding new clients or new products. They must 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. This position requires a high degree of flexibility and organizational skills.
This Treasury Management Sales Officer should have an outgoing personality with a desire for salesmanship emphasizing the value of our products to the client's operation and business needs.
What you'll do: - Selling in person or virtually, and leading implementation: Sales presentations must be customized based on the company, overall banking needs and recommending end-to-end treasury solutions.
- Facilitate deal stage movement until sale is closed and company has transitioned.
- Prospect Presentations & 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 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.
Qualifications:
- 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
Compensation:
The estimated salary range for this role is $98,000 - $132,000, 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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