Banking Relationship Specialist

Wintrust Financial Corporation is seeking a Banking Relationship Specialist in Portage, IN, to build customer relationships and provide financial services. The role involves understanding client needs, supporting branch operations, and promoting growth. Candidates should have 4-6 years of relevant experience. The company offers a competitive salary, benefits, and a positive work environment recognized by awards. Responsibilities include account management and collaboration with various departments.
Job Description for Banking Relationship Specialist:

The Banking Relationship Specialist builds and maintains meaningful relationships with customers while delivering a range of financial services. This role focuses on understanding customer needs, providing appropriate financial solutions, supporting branch operations, and helping drive growth for the bank.

Why Join Us?

With a remarkable 12-year streak of being recognized as a Top Workplace by the Chicago Tribune, this company's culture has set a standard for creating an award-winning and positive work environmentThe Employee Recommended Award, recognized by The Globe and Mail, has been awarded for the past six yearsEligibility for an annual discretionary bonus along with a competitive salary packageHolistic benefits package comprising medical, dental, vision, life coverage, a 401(k) plan with a substantial company match, and provisions for tuition reimbursementFamily-friendly work hoursPotential for career advancement across a wide range of community bank sitesStrong promote-from-within cultureWhat You’ll Do:

In the position of a Banking Relationship Specialist, your core objective is to create enduring connections with clientele through the application of your financial acumen in proposing effective resolutions aligning with their specific needs. This dual function significantly aids in driving the branch's prosperity by:

Cultivating lasting relationships with clients by understanding their financial needs and suggesting suitable products and servicesCollaborating internally with departments such as Mortgage and Wealth Management to ensure customers benefit from targeted expertisePerforming transactional duties at the teller counter and the drive-up service point using a cash drawerKey activities include setting up new accounts, ensuring account accuracy, and supporting customers in utilizing digital banking optionsRecognizing potential fraud as well as operational and financial uncertaintiesAiding with adherence to bank opening and closing procedures based on shift requirementsPromoting community outreach and events funded by banks to enhance participationQualifications:

4 to 6 years of work history showing increasing responsibilities in data management and analysisIndividuals applying must have either a high school diploma or a GEDIntermediate computer skillsCan lift objects weighing up to 50 poundsBenefits:

Medical InsuranceDental InsuranceVision InsuranceLife InsuranceAccidental death and dismemberment policies are intended to complement existing insurance coverage and offer specialized protection for unforeseen accidentsBoth short-term and long-term disability insurance policies have specific eligibility criteria and waiting periods before benefits can be claimed, ensuring that individuals genuinely in need receive the supportParental LeaveThrough Employee Assistance Programs (EAPs), employers demonstrate a commitment to the well-being of their employees by providing them with resources and support to navigate personal and professional challenges effectivelyUtilizing both traditional and Roth 401(k) accounts with employer contributions for retirement fundingA Flexible Spending Account (FSA) allows individuals to allocate pre-tax income towards qualified medical expenses, providing tax benefits and savings on healthcare costsA 5% discounted rate applies to the purchase of company stock through the Employee Stock Purchase PlanCritical Illness InsuranceAccident InsuranceThe perks of traveling and commutingBanking BenefitsPet InsuranceAbout Wintrust:

Wintrust extends its reach by utilizing 16 bank charters and nine non-bank entities to offer a diverse range of community and commercial banking, specialty finance, and wealth management products. The organization maintains a commitment to personalized, community-oriented banking services while incorporating the capabilities and innovations of a larger financial institution.

Wintrust serves clients nationwide, boasting a network of over 200 branch offices located in Illinois, southwestern Florida, northwestern Indiana, west Michigan, and southern Wisconsin. The company also has commercial banking facilities in cities like Chicago, Denver, Milwaukee, Grand Rapids, Michigan, as well as key branch sites across Illinois.

Wintrust Financial Corporation is dedicated to ensuring fairness in its employment practices by providing equal opportunities to all qualified applicants without discrimination based on race, color, religion, gender, age, disability, veteran status, genetic information, or any other legally protected category.