VP, Wintrust Private Client

2 weeks ago

Chicago IL, United States Wintrust Financial Full time

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.

VP, Wintrust Private Client

Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates sixteen community bank subsidiaries with over 170 banking locations in the greater Chicago, southern Wisconsin, northwest Indiana, and western Michigan market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.

Wintrust Bank is looking for a dynamic and entrepreneurial senior level banker to join our Wealth Services team. The right individual will have 10+ years of experience cultivating new client relationships and actively strengthening existing client relationships through customized banking and lending solutions.

This specific role collaborates with related internal partners across all lines of business to identify and bring focus to the lending and deposit needs of private clients.

Why join us?

  • An award-winning culture We are rated a Top Workplace by the Chicago Tribune (past 9 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
  • With 175+ community bank locations, we offer opportunities to grow and develop in your career
  • Promote from within culture

Why join this team? 

  • Strong track record of valuing and investing in existing talent by providing opportunities for growth and advancement
  • We hold ourselves to the highest standard of service and integrity in the industry
  • We have a strong reputation for quality service and impeccable ethics

Core Responsibilities include:

  • Maintain and develop existing portfolio by assessing and supporting all banking and customized lending solution needs of high net worth clients with the ultimate goal of profitable growth.
  • Explore new opportunities to develop relationships through creative solutions that can be both credit and non-credit and also through leveraging other business partners.
  • Negotiate proper loan structure and effectively cross sell products
  • Maintains comprehensive understanding of current lending products offered in the market and keeps informed of all relevant industry trends and practices.
  • Ensure consistency in deal structuring to bridge client needs to appropriate risk mitigation through detailed analysis and underwriting of credit. Responsibilities may include presenting at Loan Committee and acting as quarterback to drive deals through the underwriting and closing process.
  • Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans
  • Collaborate with peers, and mentor junior team members, as part of a team to ensure delivery of superior client service.

Qualifications

  • Minimum of 10 years of experience developing and managing relationships with high-net-worth clients plus hands-on experience in applying deep credit expertise, working knowledge of investment portfolios and trust solutions.
  • Demonstrated experience working in a team environment, introducing the appropriate partners and suite of investment, trust, and banking solutions to high-net-worth individuals, families, and institutions.
  • Ability to apply credit expertise, identify risk and complete necessary analysis and documentation to achieve credit actions
  • Formal credit training a plus.
  • College Degree / Business, Finance, Accounting, Real Estate, Economics preferred.
  • Proficient in Microsoft Office products.

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.

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