Relationship Banker - Bonita Springs, FL
About The Position
Wintrust is seeking a full-time Relationship Banker to join their team in Bonita Springs, FL. This role involves building and retaining customer relationships, recommending financial solutions, and contributing to branch success. The Relationship Banker will also operate a teller drawer, open accounts, perform account maintenance, assist with digital products, and recognize potential fraud. Depending on the shift, responsibilities may include bank opening/closing and supporting community events. Wintrust is a large financial institution with a strong focus on personalized service and an award-winning culture, recognized as a Top Workplace by the Chicago Tribune and Employee Recommended by the Globe & Mail.
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.
- Help 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
- Family-friendly work hours
- 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.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
