Relationship Manager, Small Business Banking

Wintrust•Oak Lawn, IL

22h

About The Position

The Relationship Manager is responsible for acquiring, retaining, and expanding loan, deposit, and treasury relationships with new and existing customers. The position provides exceptional customer service by taking ownership of the customer experience and manages relationships with businesses that generally have up to $10 million in revenue. The role also contributes to loan and deposit growth, cross-sales, prospecting, fee income generation, and the bank’s Community Reinvestment Act (CRA) goals.

Requirements

Bachelor’s degree in business, finance, accounting, or a related major.
Minimum of 6 years of banking experience in a relationship management capacity.
Solid understanding of general credit and risk principles, mitigants, and banking policies and procedures.
Exceptional verbal and written communication skills.
Prior B2B, small business banking, or consultative outside sales experience in financial services.

Nice To Haves

Completion of formal bank credit training is highly preferred.

Responsibilities

Meet annual goals for loan and deposit volume, cross-sales, call planning and prospecting, and fee income generation.
Manage and grow existing business customer relationships, generally with businesses of up to $10 million in revenue.
Assess and meet clients’ business and personal needs, develop the portfolio, negotiate appropriate loan structures, and cross-sell products.
Own the content and quality of credit sheets, working with the portfolio management team to complete them successfully and on time.
Work with internal partners to generate internal referrals and develop an external network of centers of influence.
Participate in bank events during and after hours.
Understand the impact of lending on the bank’s CRA goals.
Provide exceptional customer service by taking ownership of the customer experience.