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Client Relationship Specialist

Wintrust Financial
Glenview, IL Full Time
POSTED ON 3/19/2025
AVAILABLE BEFORE 4/15/2025

Join Wintrust, a premier financial holding company with approximately $62 billion in assets, as we continue to offer superior banking experiences while promoting a community-focused approach. With over 200 retail banking branches, we provide our customers with both personalized service and the robust resources of a large institution.

Why join us?

  • An award-winning culture! Rated a Top Workplace by the Chicago Tribune for the past 11 years and recognized by the Globe & Mail with the Employee Recommended award for 6 years.
  • Attractive compensation with eligibility for an annual discretionary bonus.
  • Comprehensive benefits package including medical, dental, vision, and life insurance, alongside a generous 401k plan and tuition reimbursement.
  • Family-friendly working hours.
  • Opportunities for career growth in our 200 community bank locations.
  • Promote-from-within culture that values your development.

Your role :

As a Client Relationship Specialist, you will play a key role in fostering long-lasting relationships with customers. Your financial expertise will enable you to recommend tailored solutions that address their needs. In this dual capacity, you will be instrumental in the branch's success by :

  • Building and nurturing relationships with customers, identifying their financial needs, and providing customized product and service suggestions.
  • Collaborating with business partners (Mortgage, Wealth Management) to connect customers with experts addressing specialized requirements.
  • Managing a teller drawer and assisting customers in the lobby and drive-up.
  • Opening new accounts, maintaining existing accounts, and providing guidance on digital products.
  • Recognizing potential fraud and mitigating risks.
  • Assisting in the bank's opening and closing activities as required.
  • Supporting community engagement and bank events.
  • Qualifications :

  • 1-3 years of experience in customer service, financial services, or sales.
  • High School Diploma or equivalent.
  • Intermediate computer literacy.
  • In addition to your regular benefits, we offer :

  • Medical Insurance
  • Dental and Vision Coverage
  • 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) plans with company match
  • Flexible Spending Account (FSA)
  • Employee Stock Purchase Plan with a 5% discount
  • Critical Illness and Accident Insurance
  • Transportation and Commuting Benefits
  • Banking Benefits
  • Pet Insurance
  • This role is located at our branch offices, where we embrace diversity and serve a wide range of communities. Wintrust Financial Corporation is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expression, genetic information, marital status, age, disability, or status as a covered veteran, or other characteristics protected by law.

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