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.

Wintrust Bank is looking for a dynamic and entrepreneurial senior level banker to join our Wealth Services team located in our downtown Naples, Florida office. The right individual will have 10+ years of experience cultivating new client relationships and actively strengthening existing client relationships through customized banking and lending solutions.

 
This specific role collaborates with related internal partners across all lines of business to identify and bring focus to the lending and deposit needs of private clients.

Core Responsibilities include:

• Maintain and develop existing portfolio by assessing and supporting all banking and customized lending solution needs of high net worth clients with the ultimate goal of profitable growth.


• Explore new opportunities to develop relationships through creative solutions that can be both credit and non-credit and also through leveraging other business partners.


• Negotiate proper loan structure and effectively cross sell products


• Maintains comprehensive understanding of current lending products offered in the market and keeps informed of all relevant industry trends and practices.


• Ensure consistency in deal structuring to bridge client needs to appropriate risk mitigation through detailed analysis and underwriting of credit. Responsibilities may include presenting at Loan Committee and acting as quarterback to drive deals through the underwriting and closing process.


• Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans


• Collaborate with peers, and mentor junior team members, as part of a team to ensure delivery of superior client service. 

• Minimum of 10 years of experience developing and managing relationships with high net worth clients plus hands-on experience in applying deep credit expertise, working knowledge of investment portfolios and trust solutions.


• Demonstrated experience working in a team environment, introducing the appropriate partners and suite of investment, trust and banking solutions to high net worth individuals, families and institutions.


• Ability to apply credit expertise, identify risk and complete necessary analysis and documentation to achieve credit actions


• Formal credit training a plus.


• College Degree / Business, Finance, Accounting, Real Estate, Economics preferred.


• Proficient in Microsoft Office products.

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.