What are the responsibilities and job description for the Client Relationship Specialist position at Wintrust Financial?
Join Wintrust, a leader in community banking!
Wintrust is a dynamic financial holding company with approximately $62 billion in assets, listed on the NASDAQ Global Select Market. Our mission is driven by our Different Approach, Better Results philosophy, combining the resources of a large bank with the personal touch of community banking. With over 200 retail banking locations through 16 community bank subsidiaries, we serve customers in the greater Chicago, southern Wisconsin, west Michigan, North West Indiana, and South West Florida regions. At Wintrust, we also operate a variety of non-bank business units, offering services in residential mortgage origination, wealth management, and more. Our unique business model sets us apart as we prioritize our customers' needs.
Why choose Wintrust?
An award-winning culture, recognized as a Top Workplace by the Chicago Tribune for the past 10 years and earning the Employee Recommended award from the Globe & Mail for 6 consecutive years.
Attractive pay structure including competitive salary and eligibility for an annual discretionary bonus.
Comprehensive benefits package covering medical, dental, vision, life insurance, and a 401(k) plan with company match, alongside tuition reimbursement.
Family-friendly work hours that promote work-life balance.
Career development opportunities with over 175 community bank locations promoting a culture of internal advancement.
Your Role :
As a Client Relationship Specialist, you will forge and maintain meaningful connections with customers, leveraging your financial expertise to offer personalized solutions to meet their unique needs. In this dual-role position, you will contribute to the branch's success by :
Building strong relationships with customers, identifying their financial needs, and customizing product and service recommendations.
Partnering with specialists in areas such as Mortgage and Wealth Management to connect customers with the right experts for their requirements.
Handling banking transactions at the teller drawer, assisting customers both in the lobby and drive-up.
Opening and maintaining customer accounts, and helping clients navigate digital banking products.
Identifying potential fraud and managing other associated risks.
Depending on your shift, you may also assist in opening and closing the bank.
Supporting community initiatives and bank events to enhance our local presence.
What We Seek :
1-3 years of experience in customer service, financial services, or sales.
Previous banking experience is a plus.
A High School diploma or equivalent is required.
Intermediate computer skills for efficient operation.
Our Benefits :
Medical Insurance, Dental, Vision, Life Insurance, Accidental Death and Dismemberment, Short-term and Long-term Disability Insurance, Parental Leave, Employee Assistance Program, 401(k) with company match, Flexible Spending Account, Employee Stock Purchase Plan, Critical Illness and Accident Insurance, Transportation Benefits, Banking Benefits, and Pet Insurance.
Compensation :
The estimated hourly rate for this role ranges from $21.00 to $28.00, in addition to eligibility for an annual bonus. Actual pay may vary based on candidate qualifications, skills, and experience.
At Wintrust, we proudly serve diverse communities. To be truly reflective of the communities we serve, we embrace diversity among our employees and practice inclusive hiring. Wintrust Financial Corporation is an Equal Opportunity Employer, welcoming applicants without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or veteran status.
Salary : $21 - $28
