Wintrust Financial Corporation

Senior Relationship Manager, Community Banking - Kalamazoo, MI

Wintrust Financial Corporation$98K — $132K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business, finance, accounting or related major.
  • Minimum 10 years of banking experience in a relationship management capacity.
  • Completion of formal bank credit training preferred.
  • Strong understanding of credit and risk principles, banking policies, and procedures.
  • Exceptional verbal and written communication skills.
  • Experience in B2B, small business banking, or consultative outside sales.

Responsibilities

  • Achieve annual goals for loan and deposit volume and fee income generation.
  • Manage and grow relationships with businesses generating up to $10M in revenue.
  • Assess and meet clients' business and personal needs while negotiating loan structures.
  • Ensure quality and completion of credit sheets in collaboration with portfolio management.
  • Generate internal referrals and develop external networks of influence.
  • Participate in bank events for relationship building.
  • Understand how lending impacts the bank's Community Reinvestment Act (CRA) goals.

Benefits

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Accidental Death and Dismemberment Insurance
  • 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
Full Job Description
The Senior Relationship Manager, Community Banking 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.

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 up to $10M in revenue
• Maintain and develop portfolio by assessing and meeting clients' business and personal needs; negotiate proper loan structure and effectively cross sell products
• Take ownership of credit sheet content and quality by working closely with the portfolio management team on their successful and timely completion
• 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 business, finance, accounting or related major
• Minimum 10 years of banking experience in a relationship management capacity
• Completion of formal bank credit training is highly preferred
• Solid understanding of general credit and risk principles, mitigates, and banking policies/procedures
• Exceptional verbal and written communication skills
• Prior B2B, small business banking, or consultative outside sales experience in financial services

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 $98,000-$132,000 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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