What are the responsibilities and job description for the Customer Relationship Specialist position at Wintrust Financial?
Why Join Wintrust Financial?
We are proud to be an award-winning culture, rated as a Top Workplace by the Chicago Tribune for 9 years and Employee Recommended award by the Globe & Mail for 6 years. Our competitive pay and annual discretionary bonus eligible compensation package makes us an attractive employer. Additionally, we offer comprehensive benefits, including medical, dental, vision, life insurance, and a 401k plan with a generous company match.
Job Description
In this dual role, 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
- Collaborating with business partners to connect customers to experts who can help with specialized needs
- Operating a teller drawer serving customers in the lobby/drive-up
- Recognizing potential fraud and other risks
Qualifications
- 1-3 years of experience in a customer service, financial service, or sales role
- High School Degree or equivalent
- Intermediate computer skills
