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Relationship Manager

2 months ago

Naples, 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.

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 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

Why join this team?

  • We are a high performing, collaborative, and diverse team focused on targeting and supporting the market we serve

  • We are seeking a critical thinker who’s ready to take on new challenges in support of our stakeholders’ ever-evolving business needs

  • Our team is in a unique position that allows us to collaborate with multiple other departments and have exposure to executive management.

  • The SW Florida market is highly visible to executive management to support the company's overall growth initiatives.

Position Overview:

This role is responsible for acquisition, retention and expansion of new and existing loan, deposit and treasury relationships. This position provides exceptional customer service by taking ownership of the customer experience.

What you will be doing:

  • Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting and fee income generation.

  • Managing and growing existing customer relationships with businesses that generally have $0M to $1 to $2M in revenue.

  • Takes ownership of credit sheet content and quality by working closely with credit analysts on their successful and timely completion.

  • Executes exemplary portfolio management via the following by: Maintaining appropriate risk rating on all credits at all times, managing administrative past dues to 0% at all times, managing delinquencies as close to 0% at all times, keeping documentation exceptions to a minimum, maintaining covenant tracking without missing testing dates, and limit reporting tickler exceptions to a minimum

  • Works closely with internal partners to generate internal referrals as wells as developing an external network of centers of influence.

  • Takes part in bank events during and after hours.

  • Responsible for understanding the impact of lending on the bank’s CRA goals.


Qualifications:

  • Bachelor's degree or equivalent

  • 1-3 years of relevant experience

  • General computer skills

  • Travel: Moderate (10-50%)

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.