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Relationship Banking Specialist

1 month ago

Aurora, Illinois, United States Wintrust Financial Full time

Wintrust Financial Corporation is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its unique business model, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer.

We are an award-winning culture, rated a Top Workplace by the Chicago Tribune and Employee Recommended by the Globe & Mail. We offer competitive pay and annual discretionary bonus eligibility, a comprehensive benefit package, and family-friendly work hours.

The Relationship Banking Specialist on our Community Banking team will be responsible for acquiring, retaining, and expanding new and existing loans, deposit, and treasury relationships. This position requires exceptional customer service skills, taking ownership of the customer experience.

Why choose this role?

  • We have a vibrant, team-oriented atmosphere that provides opportunities for individual growth
  • Our team collaborates with multiple departments, exposing you to executive management and developing new reporting
  • We seek critical thinkers willing to learn and take on new initiatives

Responsibilities:

  • Responsible for meeting annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting, and fee income generation
  • Manage and grow existing customer relationships with businesses
  • Take ownership of credit sheet content and quality, working closely with credit analysts
  • Execute exemplary portfolio management and collaborate with internal partners
  • Develop an external network of centers of influence and participate in bank events
  • Understand the impact of lending on the bank's CRA goals

Requirements:

  • Bachelor's Degree in finance, business, or accounting or equivalent experience
  • 3 years of financial or banking experience
  • Completion of formal Bank Credit Training program, preferred but not required
  • Prior B2B, small business banking, or consultative outside sales experience in financial services is a plus

Benefits:

  • Medical Insurance, Dental, Vision, Life insurance, Accidental death and dismemberment, 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 5% discount, Critical Illness Insurance, Accident Insurance, Transportation and Commuting Benefits, Banking Benefits, Pet Insurance

Estimated Salary: $65,000 - $80,000 per year, based on experience and qualifications. Apply today and join a dynamic team