What are the responsibilities and job description for the Client Relationship Manager position at Wintrust Financial?
Company Overview
Wintrust Financial Corporation is a leading financial institution with a commitment to serving unique communities and diverse customers. Our company values reflect our dedication to inclusivity, equality, and customer satisfaction.
Salary and Benefits
The estimated hourly rate for this role is $21.00-$28.00, with eligibility to earn an annual bonus. Comprehensive benefits include medical, dental, vision, life insurance, short-term and long-term disability insurance, parental leave, employee assistance program, traditional and Roth 401(k) with company match, flexible spending account, employee stock purchase plan, critical illness insurance, accident insurance, transportation and commuting benefits, banking benefits, and pet insurance.
Job Description
As a Client Relationship Manager, you will build lasting relationships with customers by discovering their financial needs and tailoring product and service recommendations. You will collaborate with business partners to connect customers to experts who can help with specialized needs. Your responsibilities will include operating a teller drawer, opening accounts, performing account maintenance, and assisting customers with digital products. Depending on the shift, you may be responsible for bank opening/closing or helping support community and bank events.
Required Skills and Qualifications
Minimum 3 years of experience in a customer service, financial service, or sales role; prior banking experience preferred. High school degree or equivalent required, along with intermediate computer skills.
Making a Difference
We are committed to creating a workplace that reflects the diversity of our communities. We strive to make a positive impact on the lives of our customers and employees alike. Join us as we continue to serve unique communities and grow as a company.
Wintrust Financial Corporation is a leading financial institution with a commitment to serving unique communities and diverse customers. Our company values reflect our dedication to inclusivity, equality, and customer satisfaction.
Salary and Benefits
The estimated hourly rate for this role is $21.00-$28.00, with eligibility to earn an annual bonus. Comprehensive benefits include medical, dental, vision, life insurance, short-term and long-term disability insurance, parental leave, employee assistance program, traditional and Roth 401(k) with company match, flexible spending account, employee stock purchase plan, critical illness insurance, accident insurance, transportation and commuting benefits, banking benefits, and pet insurance.
Job Description
As a Client Relationship Manager, you will build lasting relationships with customers by discovering their financial needs and tailoring product and service recommendations. You will collaborate with business partners to connect customers to experts who can help with specialized needs. Your responsibilities will include operating a teller drawer, opening accounts, performing account maintenance, and assisting customers with digital products. Depending on the shift, you may be responsible for bank opening/closing or helping support community and bank events.
Required Skills and Qualifications
Minimum 3 years of experience in a customer service, financial service, or sales role; prior banking experience preferred. High school degree or equivalent required, along with intermediate computer skills.
Making a Difference
We are committed to creating a workplace that reflects the diversity of our communities. We strive to make a positive impact on the lives of our customers and employees alike. Join us as we continue to serve unique communities and grow as a company.
Salary : $21 - $28
