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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-timeSan Diego, CA, USAIn-person

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, solve problems, and manage time efficiently in a fast-paced environment.
  • Strong communication and relationship-building skills.
  • Ability to thrive in a structured and competitive environment as a team member.

Responsibilities

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

Desired Qualifications

  • A bachelor's degree and at least two years of professional experience are 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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