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Treasury Management Sales

Treasury Management Sales

Job Description

Wintrust Financial Corporation (Wintrust), a financial services holding company with assets of approximately $18 billion, seeks a Treasury Management Officer for our Chicago Loop sales team. Wintrust operates 15 community banks that provide a full complement of commercial and consumer loan deposit products and services through over 90 banking facilities in the Chicago and Milwaukee metropolitan areas.  Wintrust also provides brokerage, trust and investment services to customers primarily in the Midwest, as well as customers of the banks, and provides services in mortgage banking and several specialty-lending niches.

This Treasury Management Sales Representative will support Middle Market and Government/Non-Profit/Healthcare (GNPH) at the Chicago Loop office serving one or several bank charters in the Chicagoland area.  Sales Representative will work with established Middle Market and GNPH relationship managers on new opportunities with prospective and existing bank clients. While the position does not solely focus on independent business development initiatives, the Sales Representative will need to be comfortable with the size and the complexity of deals and portfolios.

Duties will include the Treasury Management support of a Middle Market team and the GNPH group portfolio, both existing client and prospective client; performing any research for the pitch; preparing pro formas and proposals for the pitch; and generally serving as the salesperson for Treasury Management that accompanies the Relationship Manager with each deal.  In addition, the Sales Representative will need to be a leader in the Middle Market/GNPH area of the charter, generating leads directly and leading educational programs within the charter to assist Relationship Managers in learning more about Treasury Management. 


The Treasury Management Sales Representative needs to be mindful of deal deadlines; work to be included as early as possible within an opportunity; and manage the ongoing reviews of existing client’s business needs.



Job Requirements

3 to 5 years of Treasury Management sales experience
College degree preferred

CTP is a plus

Treasury Management Sales Representative must be versatile in working with a variety of clients, relationship managers and sales approaches.  There is a strong need for flexibility to adapt to a growing portfolio, changing products and system upgrades.  The Sales Representative should have outgoing personalities with strong salesmanship, emphasizing the value of our products to the prospect’s and the client’s operation and business needs.  The Sales Representative will need to have the leadership to emphasize Treasury Management within the assigned charter and portfolio.

Job requires car for various charter and business appointments, along with general meetings that occur at the Rosemont HQ.

We provide an engaging, dynamic work environment, an excellent compensation package including 401k, employee stock purchase plan, medical/dental, life insurance and more!

For confidential consideration, send resume with salary history
to: [Click Here to Email Your Resumé]

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

Wintrust is an equal opportunity employer.


Job Snapshot

Employment Type Full-Time
Job Type Banking, Sales
Education 4 Year Degree
Experience At least 3 year(s)
Manages Others Not Specified
Industry Banking - Financial Services
Required Travel Not Specified
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Treasury Management Sales

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