Relationship Banker: Personal Service, Growth and Solutions

Wintrust Financial Corporation; Whitefish Bay (WI); On-site; USD 30,000 - 39,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life Insurance

401(k) with company match

Disability Insurance

Parental Leave

Employee Assistance Program

Stock Purchase Plan

Job summary

Wintrust Financial Corporation is seeking a Relationship Banker to build and maintain meaningful customer relationships, offering thoughtful financial solutions. You will support branch operations, opening accounts, and assisting customers with digital products.

The role emphasizes collaboration with Mortgage and Wealth Management partners, risk awareness, and delivering strong customer service in a community banking setting.

Qualifications

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

Responsibilities

• Build and retain relationships with customers, identifying financial needs.
• Collaborate with Mortgage, Wealth Management to connect customers with specialists.
• Operate a teller drawer in lobby/drive-up.
• Open accounts, perform maintenance and assist with digital products.
• Recognize potential fraud and other risks.
• Assist with bank opening/closing as needed.
• Support community and bank events.

Skills

Customer service

Sales

Financial knowledge

Education

High School Diploma

Tools

Microsoft Office

POS systems

Job description

Wintrust Financial Corporation is seeking a Relationship Banker to build and maintain meaningful customer relationships, offering thoughtful financial solutions. You will support branch operations, opening accounts, and assisting customers with digital products.

The role emphasizes collaboration with Mortgage and Wealth Management partners, risk awareness, and delivering strong customer service in a community banking setting.