What are the responsibilities and job description for the Client Relationship Specialist position at Wintrust Financial?
Join Wintrust, a distinguished financial holding company boasting approximately $62 billion in assets, as we continue to redefine the banking experience. With a robust portfolio of over 200 retail locations, we offer vast resources comparable to large banks while maintaining a strong community-oriented focus.
Why consider a career with us?
We have been recognized as a Top Workplace by the Chicago Tribune for the past 10 years and have received the Employee Recommended award by the Globe & Mail for the past 6 years.
Enjoy competitive pay and the opportunity to earn an annual discretionary bonus.
Benefit from a comprehensive package including medical, dental, vision, life insurance, a generous 401k match, and tuition reimbursement.
Experience family-friendly work hours.
Leverage growth opportunities across our 175 community bank locations.
Be part of a culture that promotes from within.
Your role as a Client Relationship Specialist :
In this dynamic position, you will build and nurture meaningful relationships with customers. Your expertise will allow you to recommend tailored financial solutions to meet their unique needs. Key responsibilities include :
Develop lasting relationships with clients by identifying their financial needs and providing appropriate product and service recommendations.
Collaborate with colleagues in specialized fields (Mortgage, Wealth Management) to connect customers with the right experts.
Operate a teller drawer and assist customers in the lobby and drive-up.
Open accounts, perform account maintenance, and assist customers with digital banking products.
Identify and address potential fraud and other risks.
Depending on your schedule, you may be responsible for opening and closing the bank.
Support the bank's community events and initiatives.
Qualifications :
At least 2 years of experience in customer service, financial service, or sales.
Banking experience is preferred.
A High School Diploma or equivalent is required.
Intermediate computer skills are necessary.
Willingness to travel between branch locations and attend networking events as needed.
Benefits :
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 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 is $21.00-$28.00, with the potential to earn an annual bonus. Actual pay will vary based on your qualifications, skills, and experience.
Wintrust is committed to reflecting the diversity of the communities we serve, and we are an Equal Opportunity Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran.
Salary : $21 - $28
