What are the responsibilities and job description for the Client Relationship Specialist position at Wintrust Financial?
Join Wintrust, a dynamic financial holding company with approximately $62 billion in assets, dedicated to providing a community banking experience while leveraging the resources of a large bank. With over 200 retail banking locations and various specialized non-bank business units, we are committed to serving our diverse communities across the greater Chicago, southern Wisconsin, west Michigan, North West Indiana, and South West Florida markets.
Why become a part of our team?
Experience our award-winning culture! Wintrust has been recognized as a Top Workplace by the Chicago Tribune for the past 10 years and has received the Employee Recommended award by the Globe & Mail for 6 consecutive years.
Enjoy competitive compensation along with eligibility for an annual discretionary bonus.
Benefit from a comprehensive package including medical, dental, vision, life insurance, a generous 401k plan with a company match, and tuition reimbursement.
Work family-friendly hours that support your work-life balance.
Explore numerous opportunities for career growth with 175 community bank locations.
Thrive in a culture that promotes internal advancement.
Your Role :
As a Client Relationship Specialist, you will cultivate and sustain valuable relationships with our clients using your financial expertise to recommend tailored solutions that meet their needs. In this important role, you will :
Develop lasting relationships by identifying clients' financial needs and offering customized product and service recommendations.
Collaborate with business partners in Mortgage and Wealth Management to connect clients with specialized experts.
Provide teller services to customers in the lobby and drive-up locations.
Assist clients in opening new accounts and performing account maintenance while guiding them through our digital solutions.
Proactively identify potential fraud and risk issues to protect our clients and the bank.
Depending on your shift, you may be responsible for the opening and closing of the bank.
Engage in supporting community and bank events.
Qualifications :
Minimum of 3 years of experience in customer service, financial services, or sales.
Previous banking experience is preferred.
High School Diploma or equivalent required.
Proficiency in intermediate computer skills.
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 a 5% discount, Critical Illness Insurance, Accident Insurance, Transportation and Commuting Benefits, Banking Benefits, and Pet Insurance.
Compensation :
The estimated hourly rate for this position ranges from $21.00 to $28.00, with the potential to earn an annual bonus. Actual pay may vary based on qualifications, skills, and experience.
At Wintrust, we are committed to promoting diversity within our workforce and centered on serving various communities. We are proud to be an Equal Opportunity Employer and strive to reflect the diversity in all aspects of our business.
Salary : $21 - $28
