What are the responsibilities and job description for the Relationship Manager position at Wintrust Financial Corporation?
Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than 200 retail banking locations through 16 community bank subsidiaries in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. In addition, Wintrust operates various non-bank business units, providing residential mortgage origination, wealth management, commercial and life insurance premium financing, short-term accounts receivable financing/outsourced administrative services to the temporary staffing services industry, and qualified intermediary services for tax-deferred exchanges. Our unique business model is a competitive strength and value driver, powered by our talented colleagues who put our customers first and achieve better results for our clients.
Why join us?
This role is responsible for acquisition, retention and expansion of new and existing loan, deposit and treasury relationships. This position provides exceptional customer service by taking ownership of the customer experience.
Bachelor's degree or equivalent
1-3 years of relevant banking experience
General computer skills
Travel: Moderate (10-50%)
Benefits
Medical Insurance
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.
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 be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
Why join us?
- An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)
- Competitive pay and discretionary or incentive 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
- With 175 community bank locations, we offer opportunities to grow and develop in your career
- Promote from within culture
- We have a culture that encourages an entrepreneurial spirit
- We offer multiple opportunities for development and upward mobility
This role is responsible for acquisition, retention and expansion of new and existing loan, deposit and treasury relationships. This position provides exceptional customer service by taking ownership of the customer experience.
- Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting and fee income generation.
- Managing and growing existing customer relationships with businesses that generally have $0M to $1 to $2M in revenue.
- This specific position will have a heavy emphasis on working with local municipalities, school districts, park districts, not for profits and other community organizations.
- Takes ownership of credit sheet content and quality by working closely with credit analysts on their successful and timely completion.
- Executes exemplary portfolio management via the following by:
- Maintaining appropriate risk rating on all credits at all times
- Managing administrative past dues to 0% at all times
- Managing delinquencies as close to 0% at all times
- Keeping documentation exceptions to a minimum
- Maintaining covenant tracking without missing testing dates
- Limiting reporting tickler exceptions to a minimum
- Works closely with internal partners to generate internal referrals as wells as developing an external network of centers of influence.
- Takes part in bank events during and after hours.
- Responsible for understanding the impact of lending on the bank’s CRA goals.
Bachelor's degree or equivalent
1-3 years of relevant banking experience
General computer skills
Travel: Moderate (10-50%)
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
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.
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 be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
Salary : $71,000 - $92,000