Relationship Banker - Milwaukee, WI

Wintrust Financial Corporation • Milwaukee, WI

3d • Onsite

About The Position

Wintrust is seeking a full-time Relationship Banker to join their team in Milwaukee, WI. As a Relationship Banker, you will be responsible for building and retaining meaningful relationships with customers by understanding their financial needs and recommending appropriate products and services. This role involves a combination of customer service, sales, and operational duties within a branch environment. You will collaborate with internal partners to connect customers with specialized expertise and contribute to the overall success of the branch.

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 lasting relationships with customers, discovering their financial needs and tailoring product and service recommendations.
• Collaborate with business partners (Mortgage, Wealth Management) to connect customers to experts who can help with specialized needs.
• 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, may 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED