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 and is publicly traded on the NASDAQ Global Select Market. Committed to our Different Approach, Better Results philosophy, we blend the extensive resources of a large banking institution with the personalized experience of community banking.
With more than 200 retail banking locations across various markets including Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida, Wintrust also extends its services through non-bank sectors such as mortgage origination, wealth management, and commercial financing. Our unique business model is a competitive advantage, driven by our dedicated team members who prioritize customer satisfaction and successful outcomes.
Join Us as a Full-Time Client Relationship Specialist!
Why Work With Us?
Recognized for excellence! We’ve been rated a Top Workplace by the Chicago Tribune for the past decade and received the Employee Recommended award from the Globe & Mail for six consecutive years.
Enjoy competitive compensation along with an annual discretionary bonus.
Take advantage of a comprehensive benefits package, including medical, dental, vision, life insurance, a retirement 401k plan with generous company match, and tuition reimbursement.
Experience family-friendly work hours.
Utilize our 175 community locations for career growth and development opportunities.
Benefit from our internal promotion culture.
Your Responsibilities :
As a Client Relationship Specialist, you will cultivate and maintain strong relationships with our customers by leveraging your financial expertise to offer tailored solutions for their needs. Your contributions will enhance the branch's success by :
Developing meaningful connections with customers, identifying their financial requirements, and suggesting appropriate products and services.
Collaborating with specialists in our Mortgage and Wealth Management divisions to provide customers with expert guidance for complex financial needs.
Managing a teller drawer while serving customers at the lobby and drive-up.
Opening new accounts, performing account maintenance, and assisting customers with our digital services.
Identifying potential fraud risks and taking necessary precautions.
Handling bank opening and closing duties, depending on your shift.
Assisting with community and bank events to promote our services.
Qualifications :
Minimum of 3 years’ experience in customer service, financial services, or sales.
Banking experience is preferred.
High School Diploma or equivalent required.
Intermediate computer skills are necessary.
Benefits Include :
- 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) 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
- Pet Insurance
Compensation :
The estimated hourly rate for this position ranges from $21.00 to $28.00, in addition to eligibility for an annual bonus. Actual compensation may vary based on qualifications, skills, and experience.
Wintrust is dedicated to serving diverse communities and ensuring our workforce reflects the unique population we engage with. As Chicago's and Wisconsin's Bank®, we are an Equal Opportunity Employer. All applicants will be considered without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, or veteran status.
Salary : $21 - $28
