Head of Retail

Wintrust Financial CorporationChicago, IL
$135,000 - $190,000Onsite

About The Position

The Head of Retail is responsible for retail management oversight of multiple branches to improve our overall retail line of business performance. Guides, directs and coaches Charter Branch Managers and their respective teams to deliver best-in-class Sales & Service capabilities to drive financial results.

Requirements

  • Bachelor degree required
  • 10+ years banking or financial services experience required
  • Excellent customer service, organizational and problem-solving skills
  • Exemplary interpersonal, verbal and written communication skills
  • High level knowledge of bank compliance and operations
  • Strong managerial and leadership skills
  • Successful record of sales excellence
  • Ability to handle multiple responsibilities simultaneously in a fast-paced environment
  • Experience in business development required

Nice To Haves

  • Regional branch management experience strongly preferred

Responsibilities

  • Responsible for growing/improving all components of retail sales performance as measured by the Retail Scorecard and other supporting reports.
  • Establish branch specific goals.
  • Work with Regional Managers / Branch Managers to develop branch plans & sales strategies to achieve growth objectives.
  • Monitor sales results, provide coaching to ensure targets are achieved.
  • Facilitate partnerships with all lines of business.
  • Promote and foster exceptional service at every level of the team to ensure best in class customer service is being provided.
  • Maintain service quality as measured by customer satisfaction surveys and net promoter score.
  • Promote Wintrust and/or local brand as appropriate by establishing and enhancing the banks presence in the local community while also promoting consistent involvement at the charter level
  • Maintain our strong culture of customer experience and develop a more consistent employee experience.
  • Exercise human resource responsibility for personnel supervised including hiring, termination and employee issues.
  • Establish performance goals, make compensation recommendations and continually coach and assess team members for capability
  • Promote professional growth of employees through planned development activities and experiences for succession development
  • Create an environment where employees are engaged and aligned to deliver on charter and enterprise goals
  • Perform on-going assessment of retail talent to ensure employees have received training and support to meet expectations
  • Manage workforce optimization levels to efficiently staff branches based on volume and increased productivity
  • Determine optimal mix of roles, skill sets, and experience needed to effectively deliver sales & service and to enable career progression.
  • Implement Wintrust functional departments on retail improvements.
  • Work with other Wintrust lines of business on enhancing referrals
  • Ensure team members comply with all bank and regulatory policies and procedures to maintain security and mitigate preventable losses.
  • Respond to audit requests and executive management reporting requirements.
  • Collaborate and work as an effective partner across business lines and throughout enterprise.
  • Resolve escalated matters while operating within assigned authority levels.
  • Manage and prevent exceptions related to new accounts and maintenance.
  • Consistently monitor sales activity to ensure compliance with Wintrust’s Responsible Sales Practices Policy and all other related policies and procedures.

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

Manager

Number of Employees

1,001-5,000 employees

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