Senior Relationship Manager, Business Banking

Wintrust • Chicago, IL

3d

About The Position

The Senior Relationship Manager, Business Banking is responsible for acquiring, retaining, and expanding new and existing loan, deposit, and treasury relationships. The role provides exceptional customer service by taking ownership of the customer experience and grows and manages business customers that generally have up to $25 million in revenue. The position is accountable for annual goals related to loan and deposit volume, cross-sales, prospecting and call planning, and fee income generation. It develops existing portfolios by identifying and meeting clients’ business and personal needs; negotiates loan structures; cross-sells products; maintains properly documented files; and manages renewals and collection efforts on past-due and defaulted loans. The role also builds a stable prospective-customer network, develops internal and external referral relationships, participates in Bank events during and after work hours, and understands how lending affects the Bank’s Community Reinvestment Act (CRA) goals.

Requirements

• Bachelor’s degree in business, finance, accounting, or a related field.
• At least 6 years of combined commercial credit and lending experience.
• Prior B2B, small business banking, or consultative outside sales experience within the financial services industry.
• Exceptional oral and written communication skills.
• Strong interpersonal skills and a proven ability to establish client relationships.
• Excellent organizational skills and the ability to proactively manage and prioritize workflow.

Nice To Haves

• Completion of a formal credit training program.

Responsibilities

• Meet annual goals related to loan and deposit volume, cross-sales, call planning and prospecting, and fee income generation.
• Acquire, grow, and manage business customer relationships, generally with businesses generating up to $25 million in revenue.
• Nurture existing portfolio relationships by assessing and meeting clients’ business and personal needs.
• Negotiate appropriate loan structures and cross-sell products.
• Maintain properly documented files and manage renewals and collection efforts on past-due and defaulted loans.
• Maintain a stable network of prospective customers through consistent calling.
• Work with internal partners to generate referrals and develop an external network of centers of influence (COIs).
• Participate in Bank events during and after work hours.
• Understand the impact of lending on the Bank’s CRA goals.
• Take ownership of the customer experience and provide exceptional customer service.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Accidental death and dismemberment insurance
• 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 a 5% discount
• Critical illness insurance
• Accident insurance
• Transportation and commuting benefits
• Banking benefits
• Pet insurance
• Tuition reimbursement
• Annual discretionary bonus eligibility

What This Job Offers

• Job Type: Full-time
• Career Level: Senior