Associate Private Banker
About The Position
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual discretionary bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 175+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture Position Overview: The Associate Banker will support a team of bankers in managing client relationships and meeting annual commitment goals by assisting with workflow, deal execution, and portfolio management. This role includes preparing client reviews, coordinating lending, deposit, and investment solutions, and collaborating with internal teams to ensure seamless service delivery.
Requirements
- Bachelor’s Degree required.
- 1-5 years of experience in banking or financial services, including 1-2 years of lending or underwriting experience
- Highly proficient in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
- Ability to work within deadlines and prioritize projects.
- A self-motivated employee and an effective team player.
- Must have a client-centric mindset, attention to detail, collaboration, discretion and initiative.
- Good verbal and written communication skills.
Responsibilities
- Join bankers on preliminary calls and initial client meetings
- Collect updated financial documentation from clients
- Coordinate execution/delivery of loan documents between clients and Wintrust
- Oversee underwriting process and new credit requests
- Attend financial planning and portfolio review meetings
- Manage onboarding process between new clients and servicing team
- Record meeting minutes and follow-up actions
- Maintain comprehensive call logs and Salesforce entries
- Work alongside loan closers and credit analysts on documentation regarding financial reporting, covenants, and loan exceptions
- Spearhead organization of networking events including mixers and happy hours between COIs, clients, and internal partners
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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
