Relationship Manager - Community Banking - Lake Geneva, WI

Wintrust Financial Corporation; Lake Geneva (WI); On-site; USD 71,000 - 92,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

401(k) with company match

Tuition reimbursement

Parental Leave

Employee Assistance Program

Job summary

Wintrust Financial Corporation is seeking a Relationship Manager for the Community Banking team. The role focuses on acquiring, retaining, and expanding loans, deposits, and treasury relationships while delivering exceptional customer service and a strong client experience.

You will manage portfolios, work with credit analysts, and collaborate across departments to generate referrals and growth opportunities. A background in B2B banking or consultative sales is a plus.

Qualifications

• Bachelor’s Degree in finance, business or accounting or equivalent experience.
• 3 years of financial or banking experience.
• Completion of formal Bank Credit Training program, preferred but not required.
• Prior B2B, small business banking, or consultative outside sales experience in financial services is a plus.

Responsibilities

• Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting and fee income generation.
• Manage and grow existing customer relationships with businesses that generally have ≤$2M in revenue.
• Take ownership of credit sheet content and quality by working closely with credit analysts on their successful and timely completion.
• Execute exemplary portfolio management
• Work closely with internal partners to generate internal referrals as wells as developing an external network of centers of influence.
• Take part in bank events during and after hours.
• Responsible for understanding the impact of lending on the bank’s CRA goals.

Education

Bachelor’s Degree in finance, business or accounting

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.”

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 Promote from within culture

The Relationship Manager on our Community Banking team is responsible for the acquisition, retention and expansion of new and existing loans, deposit and treasury relationships. This position provides exceptional customer service by taking ownership of the customer experience.

Why join this team?

We are a vibrant, team-oriented atmosphere that provides opportunities for individual growth Our team is in a unique position that allows us to collaborate with multiple other departments, have exposure to executive management, and develop new reporting

We are seeking a critical thinker that’s willing to learn and not afraid of taking on new initiatives

What You’ll Do

• Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting and fee income generation.
• Manage and grow existing customer relationships with businesses that generally have <$2M in revenue.
• Take ownership of credit sheet content and quality by working closely with credit analysts on their successful and timely completion.
• Execute exemplary portfolio management
• Work closely with internal partners to generate internal referrals as wells as developing an external network of centers of influence.
• Take part in bank events during and after hours.
• Responsible for understanding the impact of lending on the bank’s CRA goals.

Qualifications

Bachelor’s Degree in finance, business or accounting or equivalent experience 3 years of financial or banking experience Completion of formal Bank Credit Training program, preferred but not required Prior B2B, small business banking, or consultative outside sales experience in financial services is a plus

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 salary range for this role is $71,000 - $92,000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills and experience.

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 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 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 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 Click here for Equal Opportunities.