What are the responsibilities and job description for the Customer Relationship Manager position at Wintrust Financial?
About Wintrust Financial
Wintrust Financial Corporation is a financial holding company that operates over 200 retail banking locations through 16 community bank subsidiaries in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas.
We are guided by our philosophy of providing a sophisticated banking experience to each customer while maintaining a unique business model that sets us apart from other financial institutions.
Our Mission
We aim to be Chicago's Bank and Wisconsin's Bank, serving a variety of unique communities and people from all walks of life. We strive to reflect the diversity of the communities we serve, the people we employ, and the organizations we work with.
Job Description
- As a Relationship Banker, you will build and retain meaningful relationships with your customers, using your financial knowledge to recommend thoughtful solutions to meet their needs.
- You will contribute to the success of the branch by building lasting relationships with customers, discovering their financial needs, and tailoring product and service recommendations.
- You will collaborate with business partners to connect customers to experts who can help with specialized needs.
- You will operate a teller drawer, serving customers in the lobby/drive-up, opening accounts, performing account maintenance, and assisting customers with digital products.
Required Skills and Qualifications
- 1-3 years of experience in a customer service, financial service, or sales role.
- High School Degree or equivalent.
- Intermediate computer skills.
Benefits
- Medical Insurance.
- Dental.
- Vision.
- Life insurance.
- Accidental death and dismemberment.
- 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 5% discount.
- Critical Illness Insurance.
- Accident Insurance.
- Transportation and Commuting Benefits.
- Banking Benefits.
- Pet Insurance.
Compensation
The estimated hourly rate for this role is $21.00-$28.00, along with eligibility to earn an annual bonus.
Salary : $21 - $28
