Treasury Management Sales Associate at Wintrust Financial in Chicago, IL

Job description

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 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 have an energetic, team-oriented environment; We have a growing team focused on individual growth and advancement within the company. Our team is in a unique position that allows us to collaborate with other departments, have exposure to executive management, and implement new products and services. Job Description Summary: The Sales Associate is a key member of the Middle Market Treasury Management team, partnering with Treasury Management Officers to deliver consultative solutions that help commercial clients improve efficiency, reduce risk, and achieve their business goals. This role provides hands-on experience in relationship reviews, solution design, financial analysis, client onboarding, and implementation management. Sales Associates are exposed to client and prospect interactions from day one and are given increasing opportunities to participate in and lead client-facing activities as their expertise develops. Sales Associates work closely with Treasury Management Officers, Relationship Managers, Product Managers, Implementation teams, and Client Service professionals to support clients throughout the Treasury Management lifecycle. What You’ll Do: Client & Prospect Engagement Participate in client and prospect meetings, supporting relationship development, solution recommendations, and presentation preparation. Conduct research, analyze client needs, and assist in developing customized Treasury Management proposals and pricing analyses. Serve as a resource for client inquiries by providing timely support, coordinating issue resolution, and helping deliver an exceptional client experience. Learn to identify client challenges and recommend solutions that improve efficiency, reduce risk, and support growth. Relationship Reviews & Portfolio Management Analyze existing client relationships to identify opportunities for additional Treasury Management services and operational improvements. Review usage trends and account structures to support strategic recommendations and relationship growth. Implementation & Onboarding Coordinate onboarding and implementation activities for new Treasury Management clients. Manage documentation, workflow, and communication to help ensure a seamless client experience. Partner with clients and internal teams to resolve issues and keep implementations on track. Strategic Projects & Business Planning Support portfolio reviews, product initiatives, and other strategic projects. Assist with pipeline management, activity tracking, and reporting to support forecasting and business