Relationship Banker - Milwaukee, WI

Wintrust Financial; Milwaukee (WI); On-site; Full time

Job summary

An established industry player is seeking a dedicated Relationship Banker to join their team. This role focuses on building and nurturing customer relationships while providing tailored financial solutions. You will engage with clients to understand their needs, collaborate with experts in mortgage and wealth management, and assist with various banking services. The company prides itself on a supportive culture, offering competitive pay, a comprehensive benefits package, and opportunities for career advancement. If you are passionate about customer service and want to make a positive impact in the community, this is the perfect opportunity for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with company match

Tuition Reimbursement

Flexible Spending Account

Employee Stock Purchase Plan

Parental Leave

Transportation Benefits

Pet Insurance

Qualifications

• 1-3 years of experience in customer service or financial services.
• High School diploma or equivalent required.

Responsibilities

• Build and retain meaningful relationships with customers.
• Collaborate with business partners to meet customer needs.
• Open accounts and assist customers with digital products.

Skills

Customer Service

Sales

Financial Knowledge

Intermediate Computer Skills

Education

High School Degree or equivalent

Job description

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.

Wintrust was founded with the idea to be the alternative to the big banks. We are looking for top talent to join Wisconsin’s Bank as a full-time Relationship Banker!

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 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
• Promote from within culture

What you’ll do:

As a Relationship Banker, you will build and retain meaningful relationships with your customers, using your financial knowledge to recommend thoughtful solutions to meet their needs. In this dual role, you will contribute to the success of the branch by:

• 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

Qualifications:

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

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 hourly rate for this role is $21.00 - $28.00, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate’s qualifications, skills, and experience.