Wintrust Financial Corporation

Business Banking Relationship Manager - Kenosha, WI

Wintrust Financial Corporation$85K — $110K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business, finance, accounting, or related field
  • Preferred completion of formal credit training program
  • Minimum 5 years' experience in commercial credit and lending
  • Experience in B2B, small business banking, or consultative outside sales
  • Strong oral and written communication skills
  • Proven interpersonal skills for client relationship building
  • Excellent organizational skills for workflow management

Responsibilities

  • Develop new business and expand existing relationships for business banking customers
  • Achieve annual goals related to loan and deposit volume, cross-sales, and fee income
  • Manage customer relationships for businesses with up to $30M in revenue
  • Assess and meet clients' business and personal needs to nurture relationships
  • Negotiate loan structures and cross-sell banking products
  • Maintain accurate documentation for loan renewals and collections
  • Build and sustain a network of referral sources and prospective customers

Benefits

  • Comprehensive medical, dental, and vision insurance
  • Life insurance and Accidental Death and Dismemberment coverage
  • Short-term and long-term disability insurance
  • 401(k) plan with employer matching contributions
  • Tuition reimbursement for continued education
  • Parental leave and Employee Assistance Program (EAP)
  • Flexible Spending Account (FSA) and Employee Stock Purchase Plan at a discount
Full Job Description
State Bank of the Lakes is looking for a dynamic and entrepreneurial Business Banking Relationship Manager to support our market in Kenosha County, WI. This position supports small to mid-sized businesses with revenues up to $30 million.

The Relationship Manager is responsible for developing new business and expanding existing relationships for business banking customers. This position requires exceptional service to build and strengthen customer relationships by promoting products and services as appropriate to identify and fulfill customer needs. Responsible for new business development through referral sources and cold calling efforts.

What You'll Do
  • Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting, and fee income generation
  • Grow and manage customer relationships with businesses that generally have up to $30M in revenue
  • Nurture and develop existing portfolio by assessing and meeting client's business and personal needs
  • Negotiate proper loan structure and effectively cross sell products
  • Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans
  • Build and manage a professional network of COI's and referral sources
  • Maintain a stable network of prospective customers with a consistent approach to calling


Qualifications
  • Bachelor's degree in business, finance, accounting, or related field
  • Completion of formal credit training program preferred but not required
  • Preferred Minimum 5 year's commercial credit and lending experience combined
  • Prior B2B, small business banking, or consultative outside sales experience within the financial services industry
  • Exceptional oral and written communications skills
  • Strong interpersonal skills with a proven ability establishing client relationships
  • Excellent organizational skills with the ability to proactively manage and prioritize workflow


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 $85,000-$110,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience.

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About Wintrust Financial Corporation

Wintrust Financial Corporation is a financial holding company that provides banking and other financial services to individuals and businesses in the Chicago metropolitan area and southern Wisconsin. The company operates through three business segments: community banking, specialty finance, and wealth management. Wintrust offers a range of banking products and services, including checking and savings accounts, loans, mortgages, and credit cards. The company also provides insurance, leasing, and treasury management services. Wintrust has a strong commitment to community involvement and has donated millions of dollars to local charities and non-profit organizations.
Learn more about Wintrust Financial Corporation
Size
5,239 employees
Market Cap
$5 billion
Industry
Net Income
$292.9 million
Founded
1995
5 Year Trend
+9.4%
NASDAQ

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