This job listing has expired and the position may no longer be open for hire.

Associate Private Banker-1 at Wintrust Financial Corporation

Posted in General Business 30+ days ago.

Type: Full-Time
Location: Chicago, Illinois





Job Description:

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.

The Associate Private Banker works directly with assigned Private Bankers to provide direct and back up support in order to provide a streamlined client experience.

Assist in relationship management, including but not limited to:  providing financial advice, loan renewals, account openings, documentation collection and review.  Develops a working knowledge of credit/loan policy.

Will look to expand existing relationships by adding to existing deposit, loan and investments

Assists with management of smaller client relationships and makes financial recommendations on banking and lending products. Look to expand existing relationships.

Assists with loan renewals and smaller requests:  HELOCs, Loans, GLA, Trust, Deposit products.  Gathers client information to facilitate a streamlined account opening process.

Assist with collateral analysis of current and prospective clients.  Develops a working knowledge of credit/loan policy for credit request. Works with external and internal partners on legal documents. 

Demonstrated credit analysis and credit administration skills utilizing Credit / Bank policies and procedures.

Business, Finance or Accounting undergraduate degree.

Advanced Computer Skills

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 or any other characteristic protected by law.





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