Jobs · Finance · Wisconsin

Relationship Manager - Community Banking - Lake Geneva, WI

Wintrust Financial Corporation · Lake Geneva, WI · 3 wk ago
Finance$71k–$92k/yrFull-time

About the company

Wintrust provides community and commercial banking, specialty finance, and wealth management services through its 16 bank charters and nine non-bank businesses. We deliver the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. Serving clients in all 50 states, Wintrust operates over 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan, and southern Wisconsin, with commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, and key branch locations throughout Illinois. As a $66 billion financial institution based in Rosemont, Illinois, Wintrust is listed on the NASDAQ Global Select Market under the symbol “WTFC.”

About the role

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?

  • A vibrant, team-oriented atmosphere that provides opportunities for individual growth
  • Unique position allowing collaboration with multiple departments, exposure to executive management, and development of new reporting
  • Opportunity to work with a team that values critical thinkers willing to learn and take on new initiatives

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
  • 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 and develop an external network of centers of influence
  • Participate in bank events during and after hours
  • Understand the impact of lending on the bank’s CRA goals

Requirements

  • 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 Insurance
  • Vision Insurance
  • Life insurance
  • Accidental death and dismemberment insurance
  • 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

Pay

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.

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