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Wintrust Financial Corporation
Relationship Manager - Community Banking - Lake Geneva, WI
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Based on Wisconsin data
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What they do
A Financial Relationship Manager maintains existing and develops new relationships with partner firms and customers for a financial services company. Acts as point of contact for clients to answer any questions on financial services and provide advice.
$128,527 / year median in Wisconsin
-8% projected decline
Job Description
Wintrust Financial Corporation is hiring a Relationship Manager - Community Banking - Lake Geneva, WI in Lake Geneva, WI. This is a full-time position. Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC." Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual discretionary bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours Promote from within culture The Relationship Manager on our Community Banking team is responsible for the acquisition, retention and expansion of new and existing loans, deposit and treasury relationships. This position provides exceptional customer service by taking ownership of the customer experience. Why join this team? We are a vibrant, team-oriented atmosphere that provides opportunities for individual growth Our team is in a unique position that allows us to collaborate with multiple other departments, have exposure to executive management, and develop new reporting We are seeking a critical thinker that's willing to learn and not afraid of taking on new initiatives What You'll Do Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting and fee income generation. Manage and grow existing customer relationships with businesses that generally have < $2M in revenue. Take ownership of credit sheet content and quality by working closely with credit analysts on their successful and timely completion. Execute exemplary portfolio management Work closely with internal partners to generate internal referrals as wells as developing an external network of centers of influence. Take part in bank events during and after hours. Responsible for understanding the impact of lending on the bank's CRA goals. Qualifications Bachelor's Degree in finance, business or accounting or equivalent experience 3 years of financial or banking experience Completion of formal Bank Credit Training program, preferred but not required Prior B2B, small business banking, or consultative outside sales experience in financial services is a plus 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 salary range for this role is $71, 000 - $92, 000 along with eligibility to earn an annual bonus.
Benefits
- Financial Aid/Assistance
- 401(k) Plans
- Employee Stock Options (ESOs)
- Health and Wellness Programs