Relationship Banker - Build Lasting Client Relationships

Wintrust Financial Corp.

Chicago (IL)

On-site

USD 30,000 - 39,000

Full time

6 days ago
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Benefits offered by this job

Medical Insurance
Dental
Vision
Life insurance
Disability Insurance
Parental Leave
401(k) with company match
Flexible Spending Account
Employee Stock Purchase Plan

Job summary

Wintrust Financial Corporation in Chicago is seeking a full-time Relationship Banker to build and retain meaningful relationships with customers, using financial knowledge to tailor solutions for their needs. This role involves opening accounts, assisting customers with digital products, and collaborating with Mortgage and Wealth Management teammates to connect clients with specialists.

A 1-3 year background in customer service or financial services and solid computer skills are expected.

Qualifications

  • 1-3 years of experience in a customer service, financial service, or sales role.
  • High School Degree or equivalent.
  • Intermediate computer skills.

Responsibilities

  • Build and retain relationships with customers and tailor financial recommendations.
  • Collaborate with Mortgage and Wealth Management to connect customers to specialists.
  • Operate a teller drawer serving customers in the lobby/drive-up.
  • Open accounts, perform account maintenance and assist customers with digital products.
  • Recognize potential fraud and other risks.
  • Depending on the shift, you might be responsible for bank opening/closing.
  • Help support community and bank events.

Skills

Customer service
Financial services
Sales

Education

High School Diploma or equivalent

Tools

Computer literacy

Job description

Wintrust Financial Corporation in Chicago is seeking a full-time Relationship Banker to build and retain meaningful relationships with customers, using financial knowledge to tailor solutions for their needs. This role involves opening accounts, assisting customers with digital products, and collaborating with Mortgage and Wealth Management teammates to connect clients with specialists.

A 1-3 year background in customer service or financial services and solid computer skills are expected.

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