Financial Relationship Specialist
7 days ago
Wintrust Financial is a bank that truly cares about its customers. We're not just another financial institution – we're a community-focused bank dedicated to making a positive impact in the lives of those we serve.
We're looking for a skilled Financial Relationship Specialist to join our team. As a key player in our organization, you'll play a vital role in helping us connect with our valued customers and contribute to their financial success.
You'll engage with customers to build and maintain meaningful relationships, leveraging your financial knowledge to provide tailored solutions.
You'll discover customer financial needs and recommend suitable products and services, collaborating with business partners to guide customers to additional expert resources.
You'll handle teller transactions, assist customers in the lobby and drive-up, and open accounts while supporting customers with digital banking products.
You'll identify potential fraud and mitigate risks, assuming responsibilities for bank opening and closing shifts as needed.
You'll contribute to community and bank events to promote positive relationships and foster a sense of community among our customers.
To be successful in this role, you'll need 1-3 years of experience in customer service, sales, or financial service roles, along with bilingual skills in Polish or Spanish. A high school diploma or GED is required, and intermediate computer skills are necessary.
We offer a competitive pay structure with opportunities to earn monthly commissions, an estimated hourly rate between $21.00 and $28.00. You'll also enjoy a comprehensive benefits package, including medical insurance, dental, vision, life insurance, disability insurance, parental leave, employee assistance program, 401(k) with company match, flexible spending account, employee stock purchase plan, critical illness insurance, accident insurance, and pet insurance.
Join our team where diversity is celebrated, and every employee has the opportunity to contribute meaningfully. Apply today to be part of a community-focused bank that genuinely cares for its customers.
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Customer Financial Advisor
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