Community Banking, Relationship Manager (AVP/VP)

Wintrust Financial CorporationPewaukee, WI
109d$69,000 - $110,000

About The Position

The Community Banking, Relationship Manager is responsible for the acquisition, retention and expansion of new and existing loans, deposit, and treasury relationships within small business and community banking sectors. This role will cover Waukesha and Milwaukee counties.

Requirements

  • Bachelor’s degree in finance, business, accounting or related field
  • Completion of formal Bank Credit Training program preferred but not required
  • Minimum 3 years of credit and lending experience combined
  • Prior B2B, small business banking, or consultative outside sales experience in financial services
  • Excellent verbal and written communications skills
  • Strong interpersonal skills with a proven ability establishing client relationships

Responsibilities

  • 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 <$5M in revenue
  • Take ownership of credit sheet content and quality by working closely with credit analysts on their successful and timely completion
  • Execute exemplary portfolio management
  • Work closely with internal partners to generate internal referrals as well 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

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

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

Bachelor's degree

Number of Employees

5,001-10,000 employees

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