Senior Relationship Manager - Commercial Banking & Growth

Wintrust Financial Corporation; Chicago (IL); On-site; USD 98,000 - 132,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

401(k) match

Tuition reimbursement

Parental Leave

Employee Assistance Program

Flexible Spending Account (FSA)

Employee Stock Purchase Plan

Job summary

Wintrust Financial Corporation, a diversified financial services company, is seeking a seasoned professional for commercial credit and lending roles in Chicago, IL. You will grow relationships with mid-market businesses, structure loans, cross-sell products, and manage risk while meeting CRA goals.

You will collaborate with internal partners, maintain thorough client files, and contribute to annual targets around loan volumes, deposits, and fee income.

Qualifications

• Bachelor’s degree in business, finance, accounting or related field.
• Completion of formal credit training program preferred but not required.
• Minimum 6 years’ commercial credit and lending experience combined.
• Prior B2B, small business banking, or consultative outside sales experience in financial services.
• Exceptional oral and written communications skills.
• Strong interpersonal skills with proven ability to establish client relationships.
• Excellent organizational skills with proactive workflow management.

Responsibilities

• Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting, and fee income generation
• Grow and manage customer relationships with businesses that generally have up to $25M in revenue
• Nurture and develop existing portfolio by assessing and meeting client’s business and personal needs
• Negotiate proper loan structure and effectively cross sell products
• Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans
• Sustain a stable network of prospective customers with a consistent approach to calling
• Work closely with internal partners to generate referrals as well as develop an external network of COI’s
• Participate in Bank events during and after work hours
• Responsible for understanding the impact of lending on the Bank’s CRA goals

Skills

Credit analysis

Relationship building

Prospecting

Communication

Education

Bachelor's degree in business/finance/accounting

Job description

Wintrust Financial Corporation, a diversified financial services company, is seeking a seasoned professional for commercial credit and lending roles in Chicago, IL. You will grow relationships with mid-market businesses, structure loans, cross-sell products, and manage risk while meeting CRA goals.

You will collaborate with internal partners, maintain thorough client files, and contribute to annual targets around loan volumes, deposits, and fee income.