Relationship Manager (Finance)
Wintrust 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 “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than 200 retail banking locations through 16 community bank subsidiaries in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. In addition, Wintrust operates various non-bank business units, providing residential mortgage origination, wealth management, commercial and life insurance premium financing, short-term accounts receivable financing/outsourced administrative services to the temporary staffing services industry, and qualified intermediary services for tax-deferred exchanges. Our unique business model is a competitive strength and value driver, powered by our talented colleagues who put our customers first and achieve better results for our clients.
Why Join Us
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and annual discretionary bonus eligible
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
Family-friendly work hours
With 175+ community bank locations, we offer opportunities to grow and develop in your career
Why join this team?
We are a high performing, collaborative, and diverse team focused on targeting and supporting the market we serve
We are seeking a critical thinker who's ready to take on new challenges in support of our stakeholders' ever-evolving business needs
Our team is in a unique position that allows us to collaborate with multiple other departments and have exposure to executive management.
The SW Florida market is highly visible to executive management to support the company's overall growth initiatives.
Position Overview:
The Relationship Manager is responsible for acquisition, retention and expansion of new and existing loan, deposit, and treasury relationships. This position provides exceptional customer service by taking ownership of the customer experience.
Other responsible include developing and executing relationship management plans for high value clients; effectively collaborating with client support and product teams as well as senior management.
What You'll Do:
Responsible for 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 that generally have up to $5M in revenue
Nurture and develop existing portfolio by assessing and meeting client's business and personal needs
Negotiate proper loan structure and effectively cross sell products
Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans
Build and manage a professional network of COI's and referral sources
Maintain a stable network of prospective customers with a consistent approach to calling
Qualifications:
Bachelor's degree in finance, business, accounting, or related field
Completion of formal credit training program preferred but not required
1-3 years' credit and lending experience combined
Prior B2B, small business banking, or consultative outside sales experience in the financial services industry
Excellent verbal and written communications skills
Strong interpersonal skills with a proven ability establishing client relationships
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
Compensation:
The estimated salary range for this role is $75,000-$110,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.
#LI-Onsite
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago's Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. 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.
