Relationship Manager II, Community Banking
Wintrust Financial Corporation•Glen Ellyn, IL
•Onsite
About The Position
The Relationship Manager II, Community Banking 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.
Requirements
- Bachelor’s degree in business, finance, accounting or related major
- Minimum 6 years of banking experience in a relationship management capacity
- Completion of formal bank credit training is highly preferred
- Solid understanding of general credit and risk principles, mitigates, and banking policies/procedures
- Exceptional verbal and written communication skills
- Prior B2B, small business banking, or consultative outside sales experience in financial services
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 up to $10M in revenue
- Maintain and develop portfolio by assessing and meeting client’s business and personal needs; negotiate proper loan structure and effectively cross sell products
- Take ownership of credit sheet content and quality by working closely with the portfolio management team on their successful and timely completion
- 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
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
- Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
- Family-friendly work hours
- Promote from within culture
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
