Assistant Relationship Manager

Wintrust Financial Corporation•Northbrook, IL

1d•$59,000 - $77,000

About The Position

The Assistant Relationship Manager is a primary point of contact for assigned clients and manages and monitors those relationships to provide a consistent, positive client experience. The role works with the team to ensure commitments are completed and followed through in a timely manner, identifies opportunities to expand client relationships, and presents those opportunities to the Relationship Manager. The position maintains assigned agent business, supports customer retention and growth, provides agency education, reviews production, coordinates sales campaigns, and assists marketing and collections teams. Travel may be required up to 50% based on business needs.

Requirements

At least 2 years of insurance or financial experience is highly preferred.
Results-oriented, with the ability to overcome obstacles and strong deductive reasoning skills.
Ability to travel up to 50% in the assigned territory by vehicle and/or airline.
Strong financial and sales acumen.
Ability to attend business-related functions during or after normal work hours.
Bachelor’s degree or equivalent.

Nice To Haves

Bachelor’s degree preferred, or equivalent.
Prior Salesforce experience preferred.
Insurance or financial experience of at least 2 years is highly preferred.

Responsibilities

Maintain business with assigned agents through visits, phone calls, email, and regular mail; attend industry events and conventions.
Analyze current customers’ needs, identify problems, and provide solutions to retain and expand loan volume.
Educate agencies on FIRST services and processes, including online quoting, customer service, asset management, processing, and other value-added services.
Analyze production reports to evaluate monthly loan volume, identify problem areas, and target agents for increased sales opportunities.
Communicate with the sales team to maximize new sales opportunities and monitor processing problems and operational efficiencies.
Conduct agency PF 101 continuing education credit classes.
Maintain and update Salesforce records for assigned agents, run reports as requested, and communicate weekly activity to management and Relationship Managers as directed.
Coordinate special sales campaigns as directed by the Marketing Manager, Regional Sales Managers, or EVP of Sales & Marketing.
Provide internal assistance to Marketing and collection personnel as needed, and monitor for trends, potential fraud, or other collection matters.
Intervene in individual collection problems and coordinate and manage sales campaigns.
Travel up to 50% based on business needs.