Wintrust Financial Corporation

Senior Relationship Manager II, Business Banking

Wintrust Financial Corporation$117K — $158K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Finance, Business, or a related field preferred.
  • 7-10 years of experience in a banking or related environment.
  • Excellent verbal and written communication skills.
  • Ability to effectively present information to diverse audiences.
  • Highly proficient in Word, Excel, Explorer, and Outlook with eagerness to learn new systems.
  • Strong team player with multitasking abilities and high attention to detail.
  • Willingness to work extra hours to meet project deadlines and travel 5-10% of work time.

Responsibilities

  • Develop and retain key credit and deposit relationships for the Bank.
  • Cultivate relationships with industry professionals such as Attorneys and Accountants.
  • Perform credit analysis for existing and prospective commercial clients.
  • Assist with ongoing credit monitoring including financial statement reviews.
  • Document loans and amendments meticulously.
  • Maintain and update CRM database activities.
  • Conduct regular portfolio management and handle special projects as assigned.

Benefits

  • Medical, Dental, and Vision Insurance.
  • Short-term and long-term Disability Insurance.
  • Parental Leave and Employee Assistance Program (EAP).
  • 401(k) with company match and Flexible Spending Account (FSA).
  • Employee Stock Purchase Plan at 5% discount.
  • Transportation and commuting benefits.
  • Pet insurance.
Full Job Description
Responsibilities:
  • Develop and retain key credit and deposit relationships for the Bank.
  • Develop relationships with Attorneys, Management Companies, Accountants, Reserve/Engineers, Insurance and other industry related professionals.
  • Perform credit analysis for existing and prospective commercial customers of the Bank.
  • Assist with the ongoing credit monitoring functions including financial statement review and loan covenant compliance.
  • Documentation of loans and amendments.
  • Update CRM database activities
  • Weekly calls updated in Outlook Calendar daily
  • Handle special projects and other duties as assigned by manager
  • Keep up to-date with Compliance Training
  • Portfolio Management


Qualifications:
  • Bachelors Degree in Finance or Business or related field preferred
  • 7-10 years experience in a banking or related environment.
  • Possess excellent verbal and written communication skills.
  • Effectively present information in one-on one and group situations with all levels of individuals within the organization and/or industry.
  • Highly proficient in Word, Excel, Explorer and Outlook. Also have the ability to learn bank systems and other software.
  • Be a strong team player, with the ability to multitask; have a high attention to detail and a strong commitment to customer service.
  • This position will also require a willingness to put in extra hours as needed to complete projects with deadlines.
  • Up to 5-10% of work time will include travel.


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 $117,000-$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.

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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