Relationship Banker - Whitefish Bay, WI

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 provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” 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 12 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 200+ 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 diploma or GED required
• Intermediate computer skills
• Must be able to lift up to 50 lbs

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 $22.00 - $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. #LI-ONSITE

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life.

To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success.

Wintrust provides community and commercial banking, specialty finance and wealth management services, delivering the sophisticated solutions of a large bank through a relationship-focused approach built from our community banking roots.

Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may be found here