Relationship Manager - Community Banking - Lake Geneva, WI

Wintrust•Lake Geneva, WI

1d•Onsite

About The Position

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” The Relationship Manager on our Community Banking team is responsible for the acquisition, retention and expansion of new and existing loans, deposit and treasury relationships. This position provides exceptional customer service by taking ownership of the customer experience. We are a vibrant, team-oriented atmosphere that provides opportunities for individual growth. Our team is in a unique position that allows us to collaborate with multiple other departments, have exposure to executive management, and develop new reporting. We are seeking a critical thinker that’s willing to learn and not afraid of taking on new initiatives.

Requirements

Bachelor’s Degree in finance, business or accounting or equivalent experience
3 years of financial or banking experience

Nice To Haves

Completion of formal Bank Credit Training program, preferred but not required
Prior B2B, small business banking, or consultative outside sales experience in financial services is a plus

Responsibilities

Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting and fee income generation.
Manage and grow existing customer relationships with businesses that generally have <$2M in revenue.
Take ownership of credit sheet content and quality by working closely with credit analysts on their successful and timely completion.
Execute exemplary portfolio management
Work closely with internal partners to generate internal referrals as wells as developing an external network of centers of influence.
Take part in bank events during and after hours.
Responsible for understanding the impact of lending on the bank’s CRA goals.