×
Register Here to Apply for Jobs or Post Jobs. X

Treasury Management Sales Officer

Job in Grand Rapids, Kent County, Michigan, 49528, USA
Listing for: Wintrust Financial Corporation
Full Time position
Listed on 2025-12-02
Job specializations:
  • Finance & Banking
  • Business
Job Description & How to Apply Below
Treasury Management Sales Officer page is loaded## Treasury Management Sales Officer locations:
Grand Rapids, MItime type:
Full time posted on:
Posted Todayjob requisition :
251799

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.”
* An award-winning culture!  We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
* Competitive pay and annual discretionary 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
*
* Position Overview:

** Treasury 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 the Grand Rapids, Michigan area.
*
* What you’ll do:

*** 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…
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary