Relationship Manager - Insurance Banking

Wintrust Financial Corporation•Rosemont, IL

26d•$85,000 - $110,000

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.” What You'll Do - Sales Partnership: Drive loan and deposit growth by acting as the dedicated banking partner for FIRST Insurance Funding sales reps, converting their premium finance customers into commercial loan opportunities. Agency Lending: Originate and structure complex credit facilities (M&A, succession, working capital) specifically tailored to the insurance agency and brokerage lifecycle. (Insurance agencies $10 Million in annual revenue and below) Consultative Sales: Build high-trust relationships with agency principals, providing expert guidance on agency valuations and financial growth strategies. Credit Management: Collaborate with Portfolio Managers and Underwriting Teams to ensure deal structures meet both client needs and bank risk standards.

Requirements

Experience: 5+ years in Commercial Lending or Insurance Finance; strong understanding of cash-flow-based lending and agency operations.
Collaboration: Proven ability to work within a partner-led sales model, managing internal stakeholders as effectively as external clients.
Education: Bachelor’s degree in finance, business, or a related field.
Skills: Exceptional communication, financial analysis of intangible assets, and a results-oriented mindset.
Travel: Ability to travel often to meet with FIRST sales teams and key agency clients within the United States.

Responsibilities

Sales Partnership: Drive loan and deposit growth by acting as the dedicated banking partner for FIRST Insurance Funding sales reps, converting their premium finance customers into commercial loan opportunities.
Agency Lending: Originate and structure complex credit facilities (M&A, succession, working capital) specifically tailored to the insurance agency and brokerage lifecycle.
Consultative Sales: Build high-trust relationships with agency principals, providing expert guidance on agency valuations and financial growth strategies.
Credit Management: Collaborate with Portfolio Managers and Underwriting Teams to ensure deal structures meet both client needs and bank risk standards.