Wintrust Financial Corporation

Relationship Manager - Community Banking- Madison, WI

Wintrust Financial Corporation$71K — $92K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, business or accounting or equivalent experience
  • 3 years of financial or banking experience
  • Preferred completion of formal Bank Credit Training program
  • B2B, small business banking, or consultative outside sales experience in financial services is a plus

Responsibilities

  • Achieve annual goals for loan and deposit volume, cross-sales, and fee income generation
  • Manage and grow relationships with businesses under $2M in revenue
  • Ensure quality of credit documentation with credit analysts
  • Manage portfolio effectively and strategically
  • Collaborate with internal partners for referrals and develop external networks
  • Participate in bank events during and after hours
  • Understand the impact of lending on CRA goals

Benefits

  • Medical Insurance
  • Dental
  • Vision
  • Life insurance
  • Short-term and long-term Disability Insurance
  • Parental Leave
  • Employee Assistance Program (EAP)
  • 401(k) with company match
  • Flexible Spending Account (FSA)
  • Employee Stock Purchase Plan at 5% discount
  • Transportation and Commuting Benefits
  • Pet Insurance
Full Job Description
Relationship Manager on our Community Banking team is responsible for the acquisition, retention and expansion of new and existing loans, deposit and treasury relationships. This position provides exceptional customer service by taking ownership of the customer experience.

Why join this team?
  • We are a vibrant, team-oriented atmosphere that provides opportunities for individual growth
  • Our team is in a unique position that allows us to collaborate with multiple other departments, have exposure to executive management, and develop new reporting
  • We are seeking a critical thinker that's willing to learn and not afraid of taking on new initiatives


What You'll Do
  • Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting and fee income generation.
  • Manage and grow existing customer relationships with businesses that generally have <$2M in revenue.
  • Take ownership of credit sheet content and quality by working closely with credit analysts on their successful and timely completion.
  • Execute exemplary portfolio management
  • Work closely with internal partners to generate internal referrals as wells as developing an external network of centers of influence.
  • Take part in bank events during and after hours.
  • Responsible for understanding the impact of lending on the bank's CRA goals.


Qualifications
  • Bachelor's Degree in finance, business or accounting or equivalent experience
  • 3 years of financial or banking experience
  • Completion of formal Bank Credit Training program, preferred but not required
  • Prior B2B, small business banking, or consultative outside sales experience in financial services is a plus


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 $71,000 - $92,000 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.

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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