Financial Relationship Professional
1 day ago
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 InformationThe estimated annual salary for this position is between $60,000 and $80,000, depending on experience and qualifications.
Job ResponsibilitiesAs 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
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
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
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.
-
Community Relationship Specialist
5 days ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeAbout Wintrust FinancialWintrust Financial is a financial holding company with a strong presence in the Chicago area, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. Our unique business model is powered by our talented colleagues who put customers first and achieve better results for clients.Salary RangeThe estimated...
-
Commercial Banking Relationship Manager
23 hours ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeSenior Commercial Banker Job DescriptionWintrust Financial, a leading financial holding company with $62 billion in assets, is seeking a Senior Commercial Banker to manage and grow an existing portfolio of commercial banking customers. Located in the greater Chicago area, this role offers a unique opportunity to work with clients across various...
-
Commercial Banking Relationship Manager
7 days ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeAt Wintrust Financial, we are proud to offer a unique opportunity for a skilled Commercial Banking Relationship Manager. Based in the Chicago and southern Wisconsin market areas, this role will play a critical part in maintaining and developing an existing portfolio of commercial banking customers.Job Description:The successful candidate will be responsible...
-
Commercial Banking Professional
5 days ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeAbout Wintrust FinancialWintrust Financial Corporation is a financial holding company with a significant presence in the Chicago metropolitan area and surrounding communities. With over $62 billion in assets, our common stock is traded on the NASDAQ Global Select Market. Our 'Different Approach, Better Results' philosophy drives our commitment to providing...
-
Milwaukee, Wisconsin, United States Lumina Financial Solutions Full timeCompany OverviewLumina Financial Solutions is a leading provider of insurance solutions, specializing in life, whole life, mortgage protection, annuities, index universal life, and more.
-
Customer Service Representative
7 days ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeAs a customer service representative at Wintrust Financial, you will be responsible for delivering exceptional banking experiences to our clients. We are seeking a motivated and detail-oriented individual to join our team as a Teller.About UsWintrust Financial is a leading financial holding company with a strong presence in the Chicago area. Our company...
-
Affluent Relationship Manager
6 days ago
Milwaukee, Wisconsin, United States WELLS FARGO BANK Full timeWe are seeking an experienced Affluent Relationship Manager to join our team at Wells Fargo Bank. As a key member of our Branch Banking group, you will be responsible for building and maintaining strong relationships with high net worth clients.With a focus on delivering exceptional customer service and providing tailored financial solutions, you will work...
-
Financial Professional
13 hours ago
Milwaukee, Wisconsin, United States Mutual of Omaha Full timeAbout the RoleWe are seeking highly motivated and self-driven individuals to join our Financial Representative Trainee program in Milwaukee, WI. This comprehensive trainee experience is designed to equip you with the skills and knowledge necessary to excel as a Financial Representative.Key Responsibilities:Develop a strong understanding of individual...
-
Senior Relationship Manager, Global Banking
4 days ago
Milwaukee, Wisconsin, United States Bank of America Full timeAbout the RoleWe are seeking a highly skilled Senior Relationship Manager to join our Global Banking team. As a key member of our team, you will be responsible for building and maintaining strong relationships with clients across various industries.As a Senior Relationship Manager, you will have the opportunity to work closely with our clients to understand...
-
Senior Financial Development Specialist
7 days ago
Milwaukee, Wisconsin, United States Empire Growth Partners Northwestern Mutual Full timeFinancial Representative Opportunity at Northwestern MutualWe are seeking a skilled and ambitious individual to join our team as a Financial Representative. This role offers the chance to build a successful business, helping clients achieve their financial goals while enjoying unlimited earning potential.About the RoleThis is an entrepreneurial opportunity...
-
Market Development Director
7 days ago
Milwaukee, Wisconsin, United States Thrivent Financial Full timeJob OverviewWe are seeking a skilled Market Development Director to join our team at Thrivent Financial. As a Market Development Director, you will be responsible for growing your market by attracting high-quality, diverse talent into financial professional roles.About the RoleThis is a full-time position that requires flexibility to travel within the...
-
Milwaukee, Wisconsin, United States BMO Financial Group Full timeJob OverviewWe are seeking a highly skilled Commercial Banking Equipment Finance Professional to join our team at BMO Financial Group. In this role, you will facilitate decision-making and analysis of credit information to support lending decisions and processes.This position is ideal for individuals with strong analytical and problem-solving skills who can...
-
Financial Planning Specialist
1 day ago
Milwaukee, Wisconsin, United States Empire Growth Partners Northwestern Mutual Full timeEmpire Growth Partners / Northwestern Mutual OpportunityWe are seeking a talented and ambitious Financial Representative to join our team at Empire Growth Partners / Northwestern Mutual. As a Financial Representative, you will be responsible for helping clients achieve their financial goals through personalized financial planning.About the RoleThis is an...
-
Tax and Financial Reporting Professional
21 hours ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeWe are seeking a skilled Tax Specialist to join our team at Northwestern Mutual, where we invest in our people and make a positive difference. This is an exciting opportunity to work with a strong and growing company that values innovation and excellence.**About the Role**The successful candidate will be responsible for preparing complete and accurate tax...
-
Financial Systems Specialist
5 days ago
Milwaukee, Wisconsin, United States Syntricate Technologies Full timeJob Title: Financial Systems SpecialistAbout Syntricate Technologies: Syntricate Technologies is a reputable technology firm based in Wisconsin, committed to delivering innovative solutions. Salary: $95,000 - $115,000 per yearJob Description:We are seeking an experienced Business Analyst with expertise in financial systems to join our team at Syntricate...
-
Commercial Banking Portfolio Manager
6 days ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeWintrust Financial is a financial holding company with approximately $62 billion in assets. As a forward-thinking organization, we offer a unique business model that combines the resources of a large bank with a community banking experience for our customers.About Our PhilosophyWe are guided by our "Different Approach, Better Results" philosophy, which...
-
Milwaukee, Wisconsin, United States Associated Bank - Corp Full timeAt Associated Bank, we strive to foster a collaborative environment where diverse perspectives are valued and recognized as essential to our success. If you thrive in an atmosphere where your growth and development are encouraged and supported, then Associated Bank may be the right fit for you.About the RoleIn this autonomous position, you will oversee and...
-
Trust Relationship Manager
5 days ago
Milwaukee, Wisconsin, United States MTC Holding Corporation Full timeJob SummaryWe are seeking a highly skilled Trust Relationship Manager to join our team at Midwest Institutional Trust Company. This is a full-time position based in Wauwatosa, WI.About the RoleThe Trust Relationship Manager will be responsible for managing client relationships, ensuring client satisfaction, and facilitating seamless communication between...
-
Financial Portfolio Manager
1 day ago
Milwaukee, Wisconsin, United States Hammernik & Associates Full timeOverviewHammernik & Associates is a reputable accounting firm seeking a highly skilled and experienced Financial Portfolio Manager to join our team. As a key member of our financial operations department, you will be responsible for managing a portfolio of clients and serving as their primary accounting resource.SalaryThe estimated annual salary for this...
-
Financial Services Manager
1 day ago
Milwaukee, Wisconsin, United States RSM US LLP Full timeRole OverviewRSM US LLP is a leading provider of professional services to the middle market globally, empowering clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience, enabling us to deliver compelling solutions to our clients.You'll find an environment that inspires...