Financial Relationship Professional

1 day ago


Milwaukee, Wisconsin, United States Wintrust Financial Full time
Job Overview

We are seeking a talented Financial Relationship Professional to join our team at Wintrust Financial. As a key member of our organization, you will play a crucial role in building and maintaining strong relationships with our customers.

Salary Information

The estimated annual salary for this position is between $60,000 and $80,000, depending on experience and qualifications.

Job Responsibilities

As a Financial Relationship Professional, your primary responsibilities will include:

  • Becoming knowledgeable about our customers' financial needs and goals
  • Recommending customized financial solutions to meet their needs
  • Collaborating with colleagues to identify opportunities to grow customer relationships
  • Providing exceptional customer service and support
Requirements and Qualifications

To be successful in this role, you will need:

  • 1-3 years of experience in a customer-facing role, preferably in the financial services industry
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
Benefits

We offer a comprehensive benefits package, including:

  • Medical, dental, and vision insurance
  • 401(k) plan with company match
  • Tuition reimbursement
  • Flexible spending account
  • Employee assistance program
Diversity and Inclusion

Wintrust Financial is committed to creating an inclusive environment where all employees feel valued and respected. We celebrate diversity and welcome applicants from all backgrounds.



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