What are the responsibilities and job description for the Client Relationship Specialist position at Wintrust Financial?
Join Wintrust, a financial holding company with approximately $62 billion in assets and a reputation for putting customers first. At Wintrust, we blend the resources of a large bank with a genuine community banking experience, operating over 200 retail banking locations through 16 community bank subsidiaries. Our range of services includes residential mortgage origination, wealth management, and more.
Why consider a career with us?
Be part of an award-winning culture recognized as a Top Workplace by the Chicago Tribune for the past 10 years.
Enjoy competitive pay along with eligibility for an annual discretionary bonus.
Benefit from a comprehensive package that includes medical, dental, vision, life insurance, and a generous 401k plan.
Experience family-friendly work hours that help maintain a healthy work-life balance.
Take advantage of growth and development opportunities across our 175 community bank locations.
Become a part of our promote-from-within culture, where advancement is encouraged.
Your role as a Client Relationship Specialist :
In this impactful position, you will establish and nurture important relationships with our customers, leveraging your financial expertise to offer tailored solutions that meet their needs. Your contributions will help the branch thrive by :
Developing lasting customer relationships, identifying their financial needs, and recommending the best products and services.
Partnering with team members from Mortgage and Wealth Management to connect customers with specialized resources.
Serving customers at the teller window as well as in the lobby and drive-up.
Opening accounts, performing account maintenance, and helping customers with digital products and services.
Identifying potential fraud and other risks to ensure customer safety.
Handling responsibilities related to the opening and closing of the bank depending on your shift.
Actively participating in community and bank events.
Qualifications :
1-3 years of experience in customer service, financial services, or sales roles.
Prior banking experience is preferred.
A High School diploma or equivalent is required.
Intermediate computer skills are necessary for success in this role.
Employee Benefits :
Our benefits include medical and dental insurance, vision insurance, life insurance, disability insurance, parental leave, an Employee Assistance Program, a traditional and Roth 401(k) plan with company match, and more.
Compensation :
The estimated hourly rate for this position is $21.00-$28.00, plus eligibility for an annual bonus. Actual compensation may vary based on experience, qualifications, and skills.
From our inception, Wintrust has focused on serving diverse communities. We are dedicated to reflecting this diversity both in our workforce and in our banking practices. Wintrust Financial Corporation is an Equal Opportunity Employer.
Salary : $21 - $28
