Relationship Banker - Mequon, WI

Wintrust•Mequon, WI

7d•Onsite

About The Position

Wintrust is seeking a full-time Relationship Banker to join Wisconsin's Bank®. As a Relationship Banker, you will build and retain meaningful relationships with customers, using your financial knowledge to recommend thoughtful solutions to meet their needs. In this dual role, you will contribute to the success of the branch by building lasting relationships with customers, discovering their financial needs and tailoring product and service recommendations, collaborating with business partners (Mortgage, Wealth Management) to connect customers to experts who can help with specialized needs, operating a teller drawer serving customers in the lobby/drive-up, opening accounts, performing account maintenance and assisting customers with digital products, recognizing potential fraud and other risks, and potentially being responsible for bank opening/closing depending on the shift. You will also help support community and bank events.

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.
Assist with bank opening/closing depending on the shift.
Support community and bank events.