Wintrust Financial Corporation
VP Treasury Management Sales - Hybrid
Wintrust Financial Corporation, Rosemont, Illinois, United States,
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 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)Competitive pay and discretionary or incentive bonus eligibleComprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a fewFamily-friendly work hoursWith 175+ community bank locations, we offer opportunities to grow and develop in your careerPromote from within cultureWhy join this team?We have a culture that encourages an entrepreneurial spiritWe offer multiple opportunities for development and upward mobilityWhat You’ll DoTreasury Management salesperson will provide consultation and expertise to prospects and clients in various lines of business, such as Middle Market, Business Banking and/or a Specialty Team. Salesperson must adapt to change in technology and digital product enhancements while working closely with the banking teams within a growing portfolio. Time management and strong organizational skills are a must, as you will need to balance client-facing and internal meetings under compressed timelines. Salesperson should have an outgoing personality with strong salesmanship, emphasizing the value of our products to the client’s operation and business needs. Sell TM solutions across the entire portfolio, particularly focusing on prospective clients, including industry research, cost analysis and proposal creation and seeing new setups through to the end for a desirable client experience. Deepen and increase existing market relationships via cross-sales and account reviews. There will be the need to travel, as banking teams and clients/prospects are located throughout Chicagoland area and possibly southern Wisconsin.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.Qualifications5-7 years in a Treasury Management Sales roleBachelor Degree or equivalent experienceUse of own transportation for client callsProficient in all Microsoft Suite toolsBenefitsMedical InsuranceDentalVisionLife insuranceAccidental death and dismembermentShort-term and long term Disability InsuranceParental LeaveEmployee Assistance Program (EAP)Traditional and Roth 401(k) with company matchFlexible Spending Account (FSA)Employee Stock Purchase Plan at 5% discountCritical Illness InsuranceAccident InsuranceTransportation and Commuting BenefitsBanking BenefitsPet InsuranceFrom 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.
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Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)Competitive pay and discretionary or incentive bonus eligibleComprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a fewFamily-friendly work hoursWith 175+ community bank locations, we offer opportunities to grow and develop in your careerPromote from within cultureWhy join this team?We have a culture that encourages an entrepreneurial spiritWe offer multiple opportunities for development and upward mobilityWhat You’ll DoTreasury Management salesperson will provide consultation and expertise to prospects and clients in various lines of business, such as Middle Market, Business Banking and/or a Specialty Team. Salesperson must adapt to change in technology and digital product enhancements while working closely with the banking teams within a growing portfolio. Time management and strong organizational skills are a must, as you will need to balance client-facing and internal meetings under compressed timelines. Salesperson should have an outgoing personality with strong salesmanship, emphasizing the value of our products to the client’s operation and business needs. Sell TM solutions across the entire portfolio, particularly focusing on prospective clients, including industry research, cost analysis and proposal creation and seeing new setups through to the end for a desirable client experience. Deepen and increase existing market relationships via cross-sales and account reviews. There will be the need to travel, as banking teams and clients/prospects are located throughout Chicagoland area and possibly southern Wisconsin.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.Qualifications5-7 years in a Treasury Management Sales roleBachelor Degree or equivalent experienceUse of own transportation for client callsProficient in all Microsoft Suite toolsBenefitsMedical InsuranceDentalVisionLife insuranceAccidental death and dismembermentShort-term and long term Disability InsuranceParental LeaveEmployee Assistance Program (EAP)Traditional and Roth 401(k) with company matchFlexible Spending Account (FSA)Employee Stock Purchase Plan at 5% discountCritical Illness InsuranceAccident InsuranceTransportation and Commuting BenefitsBanking BenefitsPet InsuranceFrom 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.
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