What are the responsibilities and job description for the Client Relationship Specialist position at Wintrust Financial?
Wintrust is a dynamic financial holding company with approximately $62 billion in assets, traded on the NASDAQ Global Select Market. With our Different Approach, Better Results philosophy, we offer large bank resources while delivering a personalized community banking experience. Wintrust operates over 200 retail banking locations through 16 community bank subsidiaries, serving the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida markets. In addition, we provide various non-bank services, including residential mortgage origination, wealth management, commercial financing, and more. Our unique business model strengthens our competitive edge—driven by talented colleagues focused on putting customers first.
Join Chicago's Bank® as a full-time Client Relationship Specialist!
Why should you be part of our team?
Recognized for our award-winning culture as a Top Workplace by the Chicago Tribune for the past 11 years and Employee Recommended by the Globe & Mail for the past 6 years.
Competitive salary with eligibility for an annual discretionary bonus.
Comprehensive benefits package including medical, dental, vision, life insurance, and a 401(k) plan with generous company matching.
Family-friendly hours that promote work-life balance.
Opportunities for career growth across our 175 community bank locations.
A strong promote-from-within culture.
Your Role :
As a Client Relationship Specialist, you will foster and maintain meaningful relationships with customers, leveraging your financial expertise to provide tailored solutions. You will contribute to branch success by :
Building long-lasting relationships, understanding customer needs, and recommending suitable products and services.
Collaborating with business partners (Mortgage, Wealth Management) to connect clients with experts for specialized services.
Assisting customers in the lobby / drive-up while operating a teller drawer.
Opening accounts, performing maintenance, and guiding customers with digital banking products.
Identifying potential fraud and managing associated risks.
Depending on the shift, you may be responsible for opening and closing the bank.
Participating in community and banking events to enhance customer engagement.
Qualifications :
1 years of teller experience (banking experience preferred).
High School Diploma or GED.
Proficient computer skills.
Benefits include :
- Medical, dental, and vision insurance.
- Life and accidental death / dismemberment insurance.
- Short-term and long-term disability insurance.
- Parental leave and Employee Assistance Program (EAP).
- 401(k) plan with company match, FSAs, and an Employee Stock Purchase Plan at a 5% discount.
- Critical illness and accident insurance options.
- Transportation and commuting benefits.
- Banking benefits and pet insurance.
Compensation :
The estimated hourly wage for this position ranges from $21.00 to $28.00, depending on qualifications, skills, and experience.
Wintrust is committed to serving diverse communities. We welcome applicants from all backgrounds, and we are proud to be an Equal Opportunity Employer. All qualified applicants will be considered 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 protected veteran.
Salary : $21 - $28
