Relationship Banker: Build Local Banking Relationships

Wintrust Financial Corp.; San Diego (CA); On-site; USD 30,000 - 39,000; Full time

Benefits offered by this job

Medical Insurance

401(k) with company match

Dental Insurance

Vision Insurance

Life insurance

Parental Leave

Employee Stock Purchase Plan

Job summary

Wintrust Financial Corporation is seeking a Relationship Banker to build and retain meaningful customer relationships. You will use financial knowledge to tailor product and service recommendations, support with digital products, and collaborate with Mortgage and Wealth Management teams to connect customers with specialists.

The role involves operating teller functions, opening and maintaining accounts, and assisting customers while promoting community and bank events.

Qualifications

• 1-3 years in customer service, financial services, or sales.
• High School diploma or GED required.
• Intermediate computer skills.
• Able to lift up to 50 lbs.

Responsibilities

• Build and retain meaningful relationships with customers, tailoring product recommendations.
• Collaborate with Mortgage and Wealth Management to connect clients to specialists.
• Operate a teller drawer and serve customers in lobby/drive-up.
• Open accounts, perform maintenance, assist with digital products.
• Recognize potential fraud and other risks.
• Support bank opening/closing depending on shift.
• Help support community and bank events.

Skills

Customer service

Sales

Financial knowledge

Interpersonal skills

Education

High School diploma or GED

Job description

Wintrust Financial Corporation is seeking a Relationship Banker to build and retain meaningful customer relationships. You will use financial knowledge to tailor product and service recommendations, support with digital products, and collaborate with Mortgage and Wealth Management teams to connect customers with specialists.

The role involves operating teller functions, opening and maintaining accounts, and assisting customers while promoting community and bank events.