What are the responsibilities and job description for the Customer Success Partner position at Wintrust Financial?
About Wintrust Financial
">At Wintrust Financial, we are proud to serve a variety of unique communities and people from all walks of life. We believe in reflecting the diversity of the communities we serve in our employees, organizations we work with, and our banking and lending practices.
">Our Business Model
">Our unique business model is built on a 'Different Approach, Better Results' philosophy, allowing us to offer a community banking experience while leveraging sophisticated resources.
">Job Responsibilities
">As a Relationship Banker, 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 (Mortgage, Wealth Management) to connect customers to experts who can help with specialized needs
- Operating a teller drawer serving customers in the lobby/drive-up
- Opening accounts, performing account maintenance and assisting customers with digital products
- Recognizing potential fraud and other risks
Requirements
">To succeed in this role, you will need:
">- 1-3 years of experience in a customer service, financial service, or sales role
- High School Degree or equivalent
- Intermediate computer skills
- Bilingual Spanish required
Benefits
">We offer a comprehensive benefits package, including:
">- 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 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. Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills, and experience.
">Equal Opportunity Employer
">Wintrust Financial Corporation is an Equal Opportunity Employer. All qualified applicants 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 or any other characteristic protected by law.
Salary : $21 - $28
