Associate Sales Representative (Sales)
Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than 200 retail banking locations through 16 community bank subsidiaries in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. In addition, Wintrust operates various non-bank business units, providing residential mortgage origination, wealth management, commercial and life insurance premium financing, short-term accounts receivable financing/outsourced administrative services to the temporary staffing services industry, and qualified intermediary services for tax-deferred exchanges. Our unique business model is a competitive strength and value driver, powered by our talented colleagues who put our customers first and achieve better results for our clients.
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 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 a culture that encourages an entrepreneurial spirit
We offer multiple opportunities for development and upward mobility
What you'll do:
Associate Sales Representatives are expected to independently screen and underwrite prospective financing transactions to ultimately grow and retain profitable relationships. Primary responsibilities include screening new opportunities and loan increases for existing customers as requested. Associate Sales Representative will work to be the intake point on opportunities to grow the portfolio so that the relationship manager, the sales rep, who is the focal point of the client relationship, can continue orchestrating the interface with clients and credit support staff as well as product partners. Individuals in this position are further developing important business development or product management responsibilities, where the main focus is designing and delivering creative banking solutions to customers and prospects and existing clients.
Screen new opportunities and increase requests for existing customers as requested.
Make suggestions, based on the screen, to structure, covenant package and strategy for clients and prospects.
Acting intake point on opportunities to grow the portfolio.
Can collaborate with credit team to fully understand performance of portfolio companies through statement, borrowing base and trend analysis.
Support resolution of exceptions, renewals, reviews, and the credit process as needed.
Support adherence to all policies and guidelines; maintain risk rating accuracy; anticipate future needs and interface pro-actively with stakeholders and partners to address those needs.
Qualifications:
2-5 years' experience underwriting and financial analysis experience or training in commercial underwriting.
Bachelors' degree or equivalent experience.
Must have general banking/retail banking knowledge.
Strong organizational skills with attention to detail.
Ability to complete assigned tasks on an independent and timely basis.
Strong desire to learn new skills and strong retention as it pertains to training and detail.
Advanced Computer Skills
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 annual salary range for this role is $71,000- $82,000, 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-Onsite
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 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.
