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Wintrust

Community banking and wealth management provider

Relationship Manager - Small Business Banking

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeOak Lawn, IL, USAIn-person

About the Job

Requirements

  • A bachelor's degree in business, finance, accounting, or a related major is required.
  • At least 6 years of banking experience in a relationship management capacity is required.
  • A solid understanding of general credit and risk principles, mitigants, and banking policies and procedures is required.
  • Prior B2B, small business banking, or consultative outside sales experience in financial services is required.
  • Strong verbal and written communication skills are required.

Responsibilities

  • Acquire, retain, and expand new and existing loan, deposit, and treasury relationships while taking ownership of the customer experience.
  • Meet annual goals tied to loan and deposit volume, cross-sales, call planning and prospecting, and fee income generation.
  • Manage and grow existing customer relationships with businesses that generally have up to $10 million in revenue.
  • Maintain and develop a portfolio by assessing and meeting clients’ business and personal needs, negotiating appropriate loan structures, and cross-selling products.
  • Own credit sheet content and quality, working with the portfolio management team to complete credit sheets 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 Community Reinvestment Act goals.

Desired Qualifications

  • Completion of formal bank credit training is highly 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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