Treasury Management Sales Associate

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 planning.
Collaborate with teammates to improve processes and enhance the client experience.
Knowledge/Skills/Background/Experience:
Associate degree or bachelor's degree required.
1-4 years of experience in Treasury Management, Treasury Implementation, Commercial Banking, or a related financial services role preferred.
Treasury Management implementation, onboarding, client service, or sales support experience preferred.
Strong communication and relationship-building skills with a consultative, client-focused approach.
Demonstrated curiosity, coachability, and desire to build Treasury Management expertise.
Strong organizational skills with the ability to manage multiple priorities and follow through on commitments.
Proficiency in Microsoft Office, including Excel and PowerPoint.
Ability to travel to Wintrust locations, client meetings, and prospect calls throughout the Chicago market.
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 $50,000 - $70,000, 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.
#LI-Hybrid
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Skills
Excel, Financial Analysis, Wealth Management, Onboarding, Documentation