Wintrust Financial Corporation

Senior Relationship Manager, Business Banking - VP / SVP

Wintrust Financial Corporation$110K — $158K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business, finance, accounting, or related field
  • Completion of formal credit training program preferred
  • Minimum 6 years' commercial credit and lending experience
  • Prior B2B or small business banking experience
  • Exceptional oral and written communication skills
  • Strong interpersonal skills for client relationship building
  • Excellent organizational skills for managing workflow

Responsibilities

  • Meet annual goals for loan and deposit volume, cross-sales, and fee income generation
  • Grow and manage customer relationships for businesses with up to $25M in revenue
  • Develop existing portfolio by assessing client needs
  • Negotiate loan structures and cross-sell products
  • Maintain documented files and manage loan renewals and collections
  • Build a stable network of prospective customers
  • Collaborate with internal partners to generate referrals

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
  • Employee Stock Purchase Plan at a discount
  • Transportation and Commuting Benefits
  • Banking Benefits
Full Job Description
Relationship Manager, Business Banking is responsible for acquisition, retention, and expansion of new and existing loan, deposit, and treasury relationships. This role provides exceptional customer service by taking ownership of the customer experience.

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 $25M 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
  • Maintain a stable network of prospective customers with a consistent approach to calling
  • Work closely with internal partners to generate referrals as well as develop an external network of COI's
  • Participate in Bank events during and after work hours
  • Responsible for understanding the impact of lending on the Bank's CRA goals


Qualifications

  • Bachelor's degree in business, finance, accounting, or related field
  • Completion of formal credit training program preferred but not required
  • Minimum 6 years' 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 $110,000 - $158,000, 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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