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Loyalty Program Event Manager – PT (Waukesha and Milwaukee Counties) at Wintrust Financial Corporation

Posted in General Business 30+ days ago.

Type: Part-Time
Location: Rosemont, Illinois





Job Description:

Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.

What You’ll Do

Manager will manage charter Platinum Adventures Clubs by planning and hosting group events, outings and presentations for clients in targeted senior market. In addition, responsible for business development to grow membership, accounts, new bank relationships. Director will manage Junior Savers Club by planning and hosting group events and outings in targeted children’s and teen market.



  • Identify new Senior (age 50+) business opportunities in local communities, create plan for attracting new members and customers and introduce them to the bank and Platinum Adventures Club

  • Build successful relationships with internal clients and external customers

  • Research and determine topics/events of interest for Platinum Adventures and Junior Savers members

  • Organize and attend all local workshops/seminars and local day trips

  • Travel on an extended trip(s) as group escort as assigned by Platinum Adventures corporate director

  • When attending day/extended trips, act as host and liaison, assisting members with questions, needs and handling all crisis situations

  • Participate in local community affairs and support local activities

  • Provide content for quarterly Platinum Adventures and Junior Savers newsletters promoting future events

  • Promote upcoming Platinum Adventures and Junior Savers outings through various channels (digital and traditional) to increase awareness and participation in events

  • Maintain accurate mailing list and email list of members

  • Keep wintranet Platinum Adventures and Junior Savers page reservations up to date

  • Create and maintain 12-18 month planning calendar for upcoming events and programs to ensure short and long-term planning

  • Create opportunities to work with community groups on senior events and presentations

  • Work closely with Wintrust business lines to coordinate partnered events and share ideas and strategies

  • Work closely and effectively with Wintrust corporate Platinum Adventures and Junior Savers Directors to develop marketing materials and promote Platinum Adventures and Junior Savers program

  • Work collaboratively across Marketing Events and Sponsorship Teams to ensure alignment of assets for optimal negotiation of opportunities

  • Provide quarterly update via meeting at 3 charters during branch or marketing meetings

  • Merchandise all branches for PA and JS collateral on a quarterly basis

  • Develop budget for Platinum Adventures and Junior Savers program with corporate Platinum Adventures and Junior Savers Directors

  • Maintain reporting on visits and successes with local park districts, churches, senior living facilities and progress with them-i.e. joint events, dates, locations

  • Prepare financial reports for each local event, showing event costs, profits and/or losses

  • Represent the charters in a professional manner       

Qualifications


  • Possess strong organizational skills with ability to multi-task and prioritize effectively

  • Ability to plan, run and execute events

  • Strong interpersonal skills-listens to others, works well in a team environment

  • Excellent communication skills including written and verbal and the ability to present ideas clearly and concisely to bank staff and customers

  • Can prioritize work activities and use time efficiently

  • Dependability on a consistent basis; be in the office or banks when expected, follow instructions, responsive to manager’s instructions

  • Ability to work extended hours, including nights and weekends as needed

  • Bachelor’s degree in communications, hospitality, marketing or equivalent experience

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, 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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