Senior Private Client Banker - Wealth & Lending

Wintrust Financial Corporation; Naples (FL); On-site; USD 141,000 - 190,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life Insurance

Disability Insurance

Parental Leave

401(k) with company match

FSA

Employee Stock Purchase Plan

Critical Illness Insurance

Accident Insurance

Transit Benefits

Banking Benefits

Job summary

Wintrust Financial Corporation is seeking a senior Wealth Services banker in Naples, FL to cultivate and expand relationships with high-net-worth clients, delivering customized banking and lending solutions that meet complex financial needs.

You will work with internal partners across lines of business to identify opportunities, structure loans, cross-sell investment and trust products, and ensure superior client service.

Qualifications

• 7+ years of experience managing relationships with high-net-worth clients and deep credit expertise.
• Ability to identify risk, analyze credit, and coordinate investment and banking solutions.
• Bachelor’s degree in Business/Finance/Economics or related field preferred.

Responsibilities

• Manage and grow a high-net-worth client portfolio with customized lending and banking solutions.
• Collaborate with internal partners across lines of business to identify needs and opportunities.
• Structure loans and cross-sell banking products while maintaining risk controls.
• Stay informed on current lending products and industry trends and practices.
• Present at Loan Committee and guide deals through underwriting and closing processes.
• Maintain thoroughly documented files and manage renewals and collections on past-due loans.
• Mentor junior team members and ensure superior client service.

Skills

HNW Relationships

Credit underwriting

Investment & trusts

Microsoft Office

Education

Bachelor's degree in Business/Finance/Economics or related field

Tools

Microsoft Office

Job description

Wintrust Financial Corporation is seeking a senior Wealth Services banker in Naples, FL to cultivate and expand relationships with high-net-worth clients, delivering customized banking and lending solutions that meet complex financial needs.

You will work with internal partners across lines of business to identify opportunities, structure loans, cross-sell investment and trust products, and ensure superior client service.