What are the responsibilities and job description for the Client Relationship Specialist position at Wintrust Financial?
Join Wintrust, a leading financial holding company with around $62 billion in assets, where we are committed to providing a unique blend of sophisticated banking resources and a community-focused experience. With over 200 retail banking locations and 16 community bank subsidiaries, we operate across various markets including Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida. We also provide a range of non-bank services including residential mortgage origination, wealth management, and more, making us an attractive alternative to the big banks.
Why You Should Consider This Opportunity :
Be part of an award-winning culture, recognized by the Chicago Tribune as a Top Workplace for the past 10 years and awarded Employee Recommended by the Globe & Mail for 6 consecutive years.
Competitive compensation along with eligibility for an annual discretionary bonus.
Enjoy a comprehensive benefits package including medical, dental, vision, life insurance, and a robust 401k plan with a generous company match.
Benefit from family-friendly work hours.
Explore career advancement opportunities within our 175 community bank locations.
Experience a culture that promotes internal growth.
Your Role as a Client Relationship Specialist :
In this role, you will foster and maintain meaningful relationships with customers, leveraging your financial expertise to provide tailored solutions that meet their individual needs. As part of our team, you will :
Build lasting customer relationships by understanding their financial requirements and recommending suitable products and services.
Work closely with business partners in Mortgage and Wealth Management to connect clients with specialists for more complex needs.
Handle teller operations to assist customers promptly in the lobby and drive-up.
Open new accounts, perform maintenance, and guide customers on digital banking products.
Identify and mitigate potential fraud and other risks.
Be responsible for branch opening and closing depending on your assigned shift.
Engage with the community through support of local and bank-sponsored events.
What You Need to Qualify :
1-3 years of experience in customer service, financial services, or sales.
High School Diploma or equivalent is required.
Intermediate computer skills are necessary.
What We Offer :
We provide a robust benefits package that includes medical, dental, vision, life insurance, disability insurance, parental leave, a 401(k) with company match, flexible spending accounts, employee stock purchase plans, and more.
Compensation :
The estimated hourly rate for this position is $21.00 - $28.00, plus the potential for monthly commissions. Actual pay will be determined based on factors such as qualifications, skills, and experience.
Wintrust is proud to be an Equal Opportunity Employer, reflecting the diversity of the communities we serve and ensuring all qualified applicants receive consideration without regard to any protected characteristics.
Salary : $21 - $28
