Relationship Banker: Growth‑Oriented Customer Advisor

Wintrust Financial Corporation

Shorewood (FL)

On-site

USD 30,000 - 39,000

Full time

13 days ago

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Benefits offered by this job

Medical Insurance

Dental

Vision

Life Insurance

401(k) Match

Tuition Reimbursement

Parental Leave

EAP

FSA

ESPP

Disability Insurance

Transit Benefits

Banking Benefits

Pet Insurance

Job summary

Wintrust Financial Corporation in the United States is seeking a Relationship Banker to build and retain meaningful customer relationships and to support branch success in a full-time, on-site role. You will open accounts, assist with digital products, process teller transactions, and collaborate with Mortgage and Wealth Management partners to connect clients with experts.

The position requires 2–3 years in customer service or financial services and a high school diploma, with lifting up to 50

Qualifications

2-3 years of experience in a customer service, financial service, or sales role.
High School diploma or GED required.
Intermediate computer skills.
Must be able to lift up to 50 lbs.

Responsibilities

Building lasting relationships with customers, discovering their financial needs and tailoring product and service recommendations.
Collaborating with business partners (Mortgage, Wealth Management) to connect customers to experts who can help with specialized needs.
Operating a teller drawer serving customers in the lobby/drive-up.
Opening accounts, performing account maintenance and assisting customers with digital products.
Recognizing potential fraud and other risks.
Depending on the shift, you might be responsible for bank opening/closing.
Helping support community and bank events.