What are the responsibilities and job description for the Financial Relationship Expert position at Wintrust Financial?
**Company Overview**
Wintrust Financial is a leading financial holding company that operates with a unique approach, blending the sophistication of a large bank with the community banking experience. Guided by its philosophy, Wintrust serves customers through more than 200 retail banking locations across 16 community bank subsidiaries. In addition to banking services, Wintrust offers various non-bank business units, providing mortgage origination, wealth management, insurance premium financing, and other specialized services.
Job Description:
As a Relationship Banker at Wintrust, you will build lasting relationships with customers, understanding their financial needs and tailoring product recommendations to meet those needs. Your role will involve collaborating with business partners to connect customers to experts in areas like mortgage and wealth management. You will also be responsible for operating a teller drawer, opening accounts, performing account maintenance, and assisting customers with digital products.
Key Responsibilities:
- Build meaningful relationships with customers and understand their financial needs
- Tailor product and service recommendations to meet customer needs
- Collaborate with business partners to connect customers to experts in areas like mortgage and wealth management
- Operate a teller drawer and perform related tasks
- Open accounts, perform account maintenance, and assist customers with digital products
Requirements:
To succeed as a Relationship Banker, you should have prior banking experience and a high school degree or equivalent. Bilingual skills in Spanish are a plus. Intermediate computer skills are also required.
