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Wintrust

Community banking and wealth management provider

Consumer Direct Loan Originator

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeSalt Lake City, UT, USA

About the Job

Requirements

  • A proven track record of success in a sales- or customer-service-oriented environment.
  • Strong phone presence, listening, and presentation skills.
  • Ability to multitask, problem-solve, and manage time efficiently in a fast-paced environment.
  • Strong communication and relationship-building skills.
  • Ability to work as part of a team in a structured and competitive environment.

Responsibilities

  • Deliver award-winning customer service in an inside-sales environment.
  • Identify prospective customers through company-generated inbound leads.
  • Conduct customer needs analyses to learn and understand customers’ goals.
  • Build relationships with prospects and customers to establish trust and encourage referral business.
  • Conduct thorough follow-up and outbound calls to interested consumers.
  • Close sales and advise customers of next steps.
  • Stay current on available products and complete ongoing education for licensing and compliance.

Desired Qualifications

  • Bachelor’s degree and 2+ years of professional experience preferred.

About the Company

Wintrust

Community banking and wealth management provider

Wintrust is a financial holding company that coordinates a family of banks to offer community and commercial banking, wealth management, premium financing for insurance, and mortgage origination across 175+ locations in the Midwest and Florida. Customers access services through checking and savings accounts, loans and lines of credit, cash management, and investment advisory; premium financing spreads insurance payments over time; mortgage origination helps clients obtain home loans. It differentiates itself by serving distinct local markets with a broad set of tailored banking and financial services across a wide regional footprint. The company aims to provide accessible, comprehensive financial solutions to individuals and businesses while expanding its network of community banks and financial services.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Rosemont, IL
Founded
1995

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