The Relationship Banker provides customized banking services by performing a broad range of activities in the branch, including transaction processing, new account sales, account and customer servicing, and referral generation. Requires cross-functional training, and the ability to focus on both teller and platform sales tasks simultaneously.
Responsibilities:
Onboard customers in accordance with the bank's program. Perform account transactions, account maintenance and customer correspondences. Operate a teller drawer to serve customers and bank personnel in lobby or drive up. Promptly and professionally answer incoming calls and route calls appropriately.
Cross-sell products and services aligning with customer needs. Focuses on deepening existing relationships and minimizing customer attrition through effective consultative conversations and follow up. Leverage internal partnership with other lines of business to grow client relationships beyond the retail bank. Engage in strong telephone conversations to quickly build rapport and add value.
Adhere to all security procedures established to ensure safety for employees and customers. Make approvals and exceptions to policy as appropriate and within authority and bank's risk tolerance. Recognize potential fraud and other risks and report to management as necessary. Adhere to and carry out all applicable banking laws and regulations and complete all regulatory training as necessary
Will be a part of audits as necessary and may be responsible for bank opening/closing. Travel between branches may be necessary.
Supports the bank's Community Reinvestment Act Program through participation in community and bank events as well as involvement in local organizations.
Founded in 1991 with the idea to be the alternative to the big banks, Wintrust has since grown into a financial services company with more than $45 billion in assets, headquartered in Rosemont, Illinois. Through our multiple companies and divisions, we provide traditional community banking and commercial banking services, wealth management solutions, commercial and life insurance premium financing, mortgage origination, and short-term accounts receivable financing and certain administrative services, such as data processing of payrolls, billing, and treasury management services. We provide community-oriented personal and business banking services to customers located in the greater Chicagoland area, northwest Indiana, and southern Wisconsin through more than 175 community bank locations.
3-5 years of experience in a customer contact/sales position or equivalent preferred
High School Degree or equivalent; college degree preferred
Ability to work in a faced-paced team environment
Excellent communication and customer service skills
Saturday banking hours may be required
Intermediate computer skills
Able to lift 30 lbs.
May require NMLS certification
We provide an engaging, dynamic work environment, an excellent compensation package including 401k, employee stock purchase plan, medical/dental, life insurance and more!
Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, citizenship status, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran. We request applicants refrain from disclosing current or historical compensation information during the recruitment process; any disclosed detail will not be taken into account as applicants are considered for employment.
