Senior Private Client Banker - Wealth & Lending Expert

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

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

AD&D

Short-term Disability

Long-term Disability

Parental Leave

EAP

401(k) with company match

FSA

Employee Stock Purchase Plan

Critical Illness Insurance

Accident Insurance

Transportation and Commuting Benefits

Banking Benefits

Pet Insurance

Job summary

Wintrust Bank’s Wealth Services team is seeking a senior banker with 7+ years of experience developing and strengthening relationships with high-net-worth clients. You will tailor banking and lending solutions, collaborating with internal partners across investment, trust, and banking lines to serve private clients.

Responsibilities include structuring loans, cross-selling products, and guiding deals through underwriting and closing, while mentoring junior staff and maintaining robust client

Qualifications

• 7+ years in high-net-worth relationship management.
• Experience with credit analysis and risk assessment.
• Ability to work with investment, trust, and banking solutions.
• College degree in Business, Finance, Economics, or related field.
• Proficiency in Microsoft Office.

Responsibilities

• Maintain and grow high-net-worth client portfolio with banking and lending solutions.
• Develop relationships through credit and non-credit opportunities with partners.
• Negotiate loan structures and cross-sell products.
• Stay informed on lending products and industry trends.
• Coordinate deal flow through underwriting and loan closing.
• Maintain files and manage renewals on past-due and defaulted loans.
• Mentor junior team members and collaborate with peers.

Skills

High-net-worth client relationships

Credit underwriting

Investment portfolios

Trust solutions

Team collaboration

MS Office

Education

Bachelor’s degree in Business/Finance

Job description

Wintrust Bank’s Wealth Services team is seeking a senior banker with 7+ years of experience developing and strengthening relationships with high-net-worth clients. You will tailor banking and lending solutions, collaborating with internal partners across investment, trust, and banking lines to serve private clients.

Responsibilities include structuring loans, cross-selling products, and guiding deals through underwriting and closing, while mentoring junior staff and maintaining robust client