Private Client Banker II
Wintrust Financial Corporation•Grand Rapids, MI
•$117,000 - $158,000
About The Position
Wintrust Bank is looking for a dynamic and entrepreneurial senior level banker to join our Wealth Services team. The right individual will have 7+ years of experience cultivating new client relationships and actively strengthening existing client relationships through customized banking and lending solutions. This specific role collaborates with related internal partners across all lines of business to identify and bring focus to the lending and deposit needs of private clients.
Requirements
- Minimum of 7 years of experience developing and managing relationships with high-net-worth clients plus hands-on experience in applying deep credit expertise, working knowledge of investment portfolios and trust solutions.
- Demonstrated experience working in a team environment, introducing the appropriate partners and suite of investment, trust, and banking solutions to high-net-worth individuals, families, and institutions.
- Ability to apply credit expertise, identify risk and complete necessary analysis and documentation to achieve credit actions
- Proficient in Microsoft Office products
Nice To Haves
- Formal credit training a plus
- College Degree / Business, Finance, Accounting, Real Estate, Economics preferred
Responsibilities
- Maintain and develop existing portfolio by assessing and supporting all banking and customized lending solution needs of high-net-worth clients with the ultimate goal of profitable growth.
- Explore new opportunities to develop relationships through creative solutions that can be both credit and non-credit and also through leveraging other business partners.
- Negotiate proper loan structure and effectively cross sell products
- Maintains comprehensive understanding of current lending products offered in the market and keeps informed of all relevant industry trends and practices.
- Ensure consistency in deal structuring to bridge client needs to appropriate risk mitigation through detailed analysis and credit underwriting. Responsibilities may include presenting at Loan Committee and acting as quarterback to drive deals through the underwriting and closing process.
- Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans
- Collaborate with peers, and mentor junior team members, as part of a team to ensure delivery of superior client service.
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
- Competitive pay and discretionary or incentive 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 200+ community bank locations, we offer opportunities to grow and develop in your career
- Promote from within culture
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
