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Client Relationship Specialist
2 months ago
Wintrust is a prominent financial holding entity managing approximately $50 billion in assets and publicly traded on the NASDAQ: WTFC.
Our Mission:
Founded on the principle of being an alternative to larger banking institutions, Wintrust is dedicated to delivering personalized community banking services while leveraging advanced technology and resources typical of larger banks.
Our Operations:
We operate fifteen community bank subsidiaries with over 170 banking locations throughout the greater Chicago and southern Wisconsin regions. Additionally, we provide a variety of non-banking services, including:
- Commercial and life insurance premium financing
- Short-term accounts receivable financing
- Out-sourced administrative services
- Mortgage origination and purchase
- Wealth management services
- Qualified intermediary services for tax-deferred exchanges
Why Join Us?
We take pride in our award-winning culture, recognized as a Top Workplace by the Chicago Tribune for the past decade and receiving the Employee Recommended award by the Globe & Mail for six consecutive years. Our offerings include:
- Competitive compensation and eligibility for annual discretionary bonuses
- Comprehensive benefits package, including medical, dental, vision, life insurance, and a 401(k) plan with a generous company match
- Family-friendly work hours
- Opportunities for career growth and development within our extensive network of community bank locations
- A culture that promotes internal advancement
Your Role:
As a Client Relationship Specialist, you will cultivate and maintain significant relationships with our clients, utilizing your financial expertise to provide tailored solutions that address their needs. In this dual capacity, you will contribute to the branch's success by:
- Establishing enduring relationships with clients, identifying their financial requirements, and customizing product and service recommendations
- Collaborating with business partners (Mortgage, Wealth Management) to connect clients with specialists for their unique needs
- Managing a teller drawer to assist clients in the lobby and drive-up
- Opening accounts, performing account maintenance, and aiding clients with digital banking products
- Identifying potential fraud and other risks
- Depending on your shift, you may be responsible for the bank's opening and closing
- Supporting community and bank events
Qualifications:
We are seeking candidates with:
- 1-3 years of experience in customer service, financial services, or sales
- Bilingual proficiency in Ukrainian or Russian is preferred
- A High School Diploma or GED
- Intermediate computer skills
Benefits:
We offer a comprehensive benefits package that includes:
- Medical, Dental, and Vision Insurance
- Life Insurance
- Accidental Death and Dismemberment Insurance
- 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 a 5% discount
- Critical Illness Insurance
- Accident Insurance
- Transportation and Commuting Benefits
- Banking Benefits
- Pet Insurance
At Wintrust, we are committed to reflecting the diversity of the communities we serve, and we welcome applicants from all backgrounds. Wintrust Financial Corporation is an Equal Opportunity Employer, and 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.