Relationship Banker - Milwaukee, WI

Wintrust Financial CorporationMilwaukee, WI
Onsite

About The Position

Wintrust is seeking a full-time Relationship Banker to join their team. In this dual role, you will build and retain meaningful relationships with customers, using your financial knowledge to recommend thoughtful solutions to meet their needs. You will contribute to the success of the branch by building lasting relationships, discovering financial needs, tailoring product and service recommendations, collaborating with business partners, operating a teller drawer, opening accounts, performing account maintenance, assisting with digital products, and recognizing potential fraud and other risks. Depending on the shift, you may also be responsible for bank opening/closing and supporting community and bank events. Wintrust is a $66 billion financial institution with an award-winning culture, consistently ranked as a top place to work.

Requirements

  • 1-3 years of experience in a customer service, financial service, or sales role.
  • High School diploma or GED required.
  • Intermediate computer skills.
  • Must be able to lift up to 50 lbs.

Responsibilities

  • Build and retain meaningful relationships with customers.
  • Use financial knowledge to recommend thoughtful solutions to meet customer needs.
  • Discover customer financial needs and tailor product and service recommendations.
  • Collaborate with business partners (Mortgage, Wealth Management) to connect customers to experts.
  • Operate a teller drawer serving customers in the lobby/drive-up.
  • Open accounts, perform account maintenance, and assist customers with digital products.
  • Recognize potential fraud and other risks.
  • Depending on the shift, be responsible for bank opening/closing.
  • Support community and bank events.

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 annual discretionary bonus eligible
  • Tuition reimbursement

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

1,001-5,000 employees

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