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
Job Description Summary

The Senior Relationship Manager II, 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.

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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