Relationship Manager, Small Business Banking

Wintrust Financial Corporation; Oak Lawn (IL); Vor Ort; USD 85.000 - 110.000; Vollzeit

Benefits dieser Stelle

Medical Insurance

Dental

Vision

Life insurance

401(k) with company match

Tuition reimbursement

Zusammenfassung

Wintrust Financial Corporation is seeking a Relationship Manager, Community Banking to grow loan, deposit and treasury relationships while delivering exceptional customer service and ownership of the customer experience. You will drive annual goals, cross-sell, and manage a portfolio of small business clients with emphasis on relationship depth and risk awareness.

The role requires a Bachelor’s degree and a minimum of 6 years of banking experience in relationship management, with strong

Qualifikationen

• Bachelor's degree in business, finance, accounting or related major.
• Minimum 6 years of banking experience in a relationship management capacity.
• Completion of formal bank credit training is highly preferred.
• Solid understanding of general credit and risk principles, mitigates, and banking policies/procedures.
• Exceptional verbal and written communication skills.
• Prior B2B, small business banking, or consultative outside sales experience in financial services.

Aufgaben

• 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 up to $10M in revenue
• Maintain and develop portfolio by assessing and meeting clients’ business and personal needs; negotiate proper loan structure and effectively cross-sell products
• Take ownership of credit sheet content and quality by working closely with the portfolio management team on their successful and timely completion
• 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

Kenntnisse

Relationship management

Banking experience

Credit training

Communication skills

Commercial banking

Ausbildung

Bachelor’s degree in business/finance or related major

Jobbeschreibung

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, Community Banking

The Relationship Manager, Community Banking 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.

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 up to $10M in revenue
• Maintain and develop portfolio by assessing and meeting clients’ business and personal needs; negotiate proper loan structure and effectively cross-sell products
• Take ownership of credit sheet content and quality by working closely with the portfolio management team on their successful and timely completion
• 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 business, finance, accounting or related major
• Minimum 6 years of banking experience in a relationship management capacity
• Completion of formal bank credit training is highly preferred
• Solid understanding of general credit and risk principles, mitigates, and banking policies/procedures
• Exceptional verbal and written communication skills
• Prior B2B, small business banking, or consultative outside sales experience in financial services

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 $85,000-$110,000 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 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.

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.”