Relationship Banker: Build Trusted Client Relationships

St. Charles Bank & Trust Company, N.A.

United States

Presencial

USD 30.000 - 39.000

Tempo integral

Há 6 dias
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Benefícios oferecidos por esta vaga

Medical Insurance
Dental
Vision
Life insurance
Disability Insurance
401(k) with company match
Flexible Spending Account
Employee Stock Purchase Plan
Parental Leave
EAP
Transportation and Commuting Benefits
Banking Benefits
Pet Insurance

Resumo da vaga

Wintrust Financial Corporation is seeking a Relationship Banker to build and retain meaningful customer relationships, offering thoughtful financial solutions and services. You will support bank operations and partner with Mortgage and Wealth Management teams to meet client needs.

The role involves opening accounts, handling teller duties, promoting digital products, and participating in community events. Prior experience in customer or financial services is preferred.

Qualificações

  • 1-3 years of experience in a customer service, financial service, or sales role.
  • Bilingual Spanish.
  • High School diploma or GED required.
  • Intermediate computer skills.
  • Must be able to lift up to 50 lbs.

Responsabilidades

  • Build and retain meaningful relationships with customers and tailor financial product recommendations.
  • Collaborate with Mortgage and Wealth Management teams to connect clients to experts for specialized needs.
  • Operate a teller drawer in the lobby or drive-up.
  • Open accounts, perform account maintenance, and assist customers with digital products.
  • Recognize potential fraud and other risks.
  • Depending on the shift, you may be responsible for bank opening/closing.
  • Support community and bank events.

Conhecimentos

Customer service
Sales
Bilingual Spanish
Computer literacy
Communication skills

Formação

High School diploma or GED

Descrição da vaga

Wintrust Financial Corporation is seeking a Relationship Banker to build and retain meaningful customer relationships, offering thoughtful financial solutions and services. You will support bank operations and partner with Mortgage and Wealth Management teams to meet client needs.

The role involves opening accounts, handling teller duties, promoting digital products, and participating in community events. Prior experience in customer or financial services is preferred.

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