Financial Relationship Specialist

3 weeks ago


Chicago, Illinois, United States Wintrust Financial Full time

As a Relationship Banker at Wintrust Financial, you will play a vital role in building and maintaining meaningful relationships with our customers. This involves using your financial expertise to provide thoughtful solutions that meet their unique needs. You will work collaboratively with our business partners to connect customers with experts who can help with specialized needs, such as mortgage and wealth management services.

Key Responsibilities:

  • Develop and retain strong relationships with customers, understanding their financial goals and tailoring recommendations to meet their needs.
  • Partner with our business teams to provide customers with comprehensive solutions and expert advice.
  • Operate a teller drawer, serving customers in the lobby and drive-up, and opening accounts, performing account maintenance, and assisting with digital products.
  • Identify and mitigate potential risks, such as fraud, and ensure a secure banking experience for our customers.
  • Support community and bank events, helping to build a strong presence in our local communities.

Qualifications:

  • 1-3 years of experience in customer service, financial services, or sales.
  • High school degree or equivalent.
  • Intermediate computer skills.

Benefits:

  • Competitive pay and annual discretionary bonus eligibility.
  • Comprehensive benefits package, including medical, dental, vision, life insurance, and a 401(k) plan with a generous company match.
  • Family-friendly work hours and opportunities for career growth and development.

Wintrust Financial is an equal opportunity employer, committed to reflecting the diversity of the communities we serve. We welcome applications from qualified candidates who share our values and are passionate about building strong relationships with our customers.



  • Chicago, Illinois, United States BMO Financial Group Full time

    OverviewBMO Financial Group is a leading financial institution with aggressive growth ambitions in the U.S. Our Purpose drives our strategy, ambition, and commitments to progress: for a thriving economy, a sustainable future, and an inclusive society.We target the Emerging Middle Market segmentation, $10MM-$50MM in company revenues. This role focuses on...


  • Chicago, Illinois, United States OneMain Financial Full time

    At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals as well as customer...


  • Chicago, Illinois, United States OneMain Financial Full time

    About the Role:At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals as well as...

  • Relationship Banker

    3 weeks ago


    Chicago, Illinois, United States Wintrust Financial Full time

    At Wintrust Financial, we're committed to delivering exceptional customer service and building lasting relationships with our clients. As a Relationship Banker, you'll play a vital role in achieving this goal by discovering and meeting the unique financial needs of your customers.Key Responsibilities:Relationship Building: Build and retain meaningful...


  • Chicago, Illinois, United States Wintrust Financial Full time

    Financial Advisor RoleAt Wintrust Financial, we're seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you'll play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Build strong relationships with clients and prospectsDevelop and implement comprehensive financial plansProvide expert advice on...


  • Chicago, Illinois, United States OneMain Financial Full time

    About the RoleAt OneMain Financial, we're looking for a skilled Consumer Loan Sales Specialist to join our team. As a Consumer Loan Sales Specialist, you'll play a critical role in empowering customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.Key ResponsibilitiesDeliver results related...


  • Chicago, Illinois, United States OneMain Financial Full time

    OverviewAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a crucial role in empowering customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.In this roleDeliver results related to individual and branch sales goals as well as customer expectations.Develop new...


  • Chicago, Illinois, United States Lakeshore Financial Group Full time

    Unlock Your Potential as a Financial Advisor at Lakeshore Financial GroupAre you a driven and customer-focused individual looking to grow and thrive in a dynamic team environment? Do you have a passion for helping clients achieve their financial goals and building lasting relationships?Lakeshore Financial Group is expanding its team in Chicago and seeking...


  • Chicago, Illinois, United States OneMain Financial Full time

    At OneMain Financial, we're committed to empowering customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you'll play a key role in delivering exceptional customer experiences and driving sales growth.Key Responsibilities:Develop and maintain strong relationships with customers...


  • Chicago, Illinois, United States OneMain Financial Full time

    Job SummaryAt OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key ResponsibilitiesDeliver results related to individual and branch sales goals as well as customer...


  • Chicago, Illinois, United States Voya Financial Advisors Inc Full time

    Seeking a Financial Professional for Defined Contribution PlansVoya Financial Advisors, Inc. is a leading independent broker-dealer in the defined contribution & defined benefit business. We are currently seeking a Financial Professional to join our team in the greater Chicago area to work with plan sponsor relationships. This position will be responsible...


  • Chicago, Illinois, United States OneMain Financial Full time

    Empower Customers with Access to Affordable FinancingAt OneMain Financial, we're seeking a Consumer Loan Sales Specialist to join our team. As a key member of our sales team, you'll play a vital role in empowering customers by providing access to friendly, fast, and affordable financing for life's expenses.Key Responsibilities:Deliver results related to...


  • Chicago, Illinois, United States Beacon Hill Staffing Group, LLC Full time

    Job OverviewWe are partnered with a reputable non-profit organization based in Chicago, seeking an experienced Financial Reporting Specialist to join their accounting department. As a key member of the team, you will be responsible for ensuring the accuracy and timeliness of financial statements, including general ledger review, monthly journal entries, and...


  • Chicago, Illinois, United States Selby Jennings Full time

    At Selby Jennings, we are seeking a highly skilled Financial Services Specialist to join our esteemed investment banking team in Chicago. This role will focus on advising clients through the sell-side mergers and acquisitions process, from initial marketing to the successful closing of transactions.Key Responsibilities:Transaction Management: Oversee and...


  • Chicago, Illinois, United States BMO Financial Group Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Markets Analyst to join our Global Markets Corporate Banking team. As a key member of our team, you will be responsible for providing analytical support to our clients and helping them navigate the complexities of the financial markets.Key ResponsibilitiesConduct in-depth financial and...


  • Chicago, Illinois, United States BMO Financial Group Full time

    About the Role:We are seeking a highly motivated and customer-focused individual to join our team as an Associate Financial Services Representative. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their...


  • Chicago, Illinois, United States Acadia Healthcare Full time

    Financial Reporting SpecialistAs a Financial Reporting Specialist at Acadia Healthcare, you will play a critical role in preparing and analyzing financial statements to ensure accuracy and compliance. Your responsibilities will include:Consolidating financial data from various sources to produce accurate and timely financial reports.Analyzing financial...


  • Chicago, Illinois, United States OneMain Financial Full time

    About the RoleAt OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a crucial role in empowering customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.Key ResponsibilitiesDeliver results...

  • Financial Analyst

    4 weeks ago


    Chicago, Illinois, United States BMO Financial Group Full time

    Job Summary:This role supports our Food, Consumer & Agribusiness vertical by facilitating decision-making and analysis of all types of credit information to support lending decisions and processes for the bank. The successful candidate will maintain and promote a client service environment to satisfy and exceed customer needs and expectations.Key...


  • Chicago, Illinois, United States The LaSalle Group Full time

    LaSalle Network has partnered with a leading financial services firm in Rosemont, IL, to find a Financial Risk Management Specialist to join their team. This role is ideal for a financial decision maker who drives business in measurable ways.The Financial Risk Management Specialist will play a crucial role in ensuring effective financial risk management...