What are the responsibilities and job description for the Customer Experience Specialist position at Wintrust Financial?
About Us
Wintrust Financial Corporation is a leader in community banking and financial services. We operate over 200 retail banking locations through 16 community bank subsidiaries, serving diverse communities and people from all walks of life.
We are guided by our unique business model, which combines the sophistication of a large bank with the personalized service of a community bank.
Our Culture
We value our employees and strive to create a positive and inclusive work environment. We believe in promoting from within and offer opportunities for growth and development.
What You'll Do
As a Relationship Banker, you will play a key role in building and retaining meaningful relationships with our customers. You will use your financial knowledge to recommend thoughtful solutions to meet their needs and contribute to the success of the branch.
Your responsibilities will include:
- Building lasting relationships with customers
- Tailoring product and service recommendations to meet customer needs
- Collaborating with business partners to connect customers to experts
- Operating a teller drawer and serving customers
- Opening accounts and performing account maintenance
- Assisting customers with digital products
- Recognizing potential fraud and other risks
Requirements
To succeed in this role, you should have:
- 1-3 years of experience in a customer service, financial service, or sales role
- Minimum 1 year of banking experience; banker experience preferred
- High School Degree or equivalent
- Intermediate computer skills
Benefits
We offer a comprehensive benefit package including medical insurance, dental insurance, vision insurance, life insurance, accidental death and dismemberment, short-term and long term disability insurance, parental leave, employee assistance program, traditional and Roth 401(k) with company match, flexible spending account, employee stock purchase plan, critical illness insurance, accident insurance, transportation and commuting benefits, banking benefits, and pet insurance.
