Relationship Manager, Business Banking

Posted Yesterday
Be an Early Applicant
Barrington, IL, USA
In-Office
66K-110K Annually
Mid level
Fintech • Information Technology • Marketing Tech • Financial Services
Committed to being an employer of choice through strong principles, shared values, and distinctive culture.
The Role
The Relationship Manager will develop and retain key banking relationships, perform credit analysis, manage loan documentation, and update the CRM database while ensuring compliance and attending industry functions.
Summary Generated by Built In

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”

What You'll Do:

  • Develop and retain key credit and deposit relationships for the Bank.
  • Communicate and meet with board members and property managers, and attend various industry functions.
  • Develop relationships with Attorneys, Management Companies, Accountants, Reserve/Engineers, Insurance and other industry related professionals.
  • Perform credit analysis for existing and prospective commercial customers of the Bank. 
  • Assist with the ongoing credit monitoring functions including financial statement review and loan covenant compliance.
  • Documentation of loans and amendments.
  • Update CRM database  activities
  • Weekly calls updated in Outlook Calendar daily
  • Handle special projects and other duties as assigned by manager
  • Keep up to-date with Compliance Training
  • Portfolio Management

Qualifications:

  • Bachelors Degree in Finance or Business or related field preferred

  • Three or more years experience in a banking or related environment.

  • Possess excellent verbal and written communication skills.
  • Effectively present information in one-on one and group situations with all levels of individuals within the organization and/or industry.
  • Highly proficient in Word, Excel, Explorer and Outlook. Also have the ability to learn bank systems and other software.
  • Be a strong team player, with the ability to multitask; have a high attention to detail and a strong commitment to customer service.
  • This position will also require a willingness to put in extra hours as needed to complete projects with deadlines.
  • Up to 25% of work time will include travel.

Benefits:

Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • 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 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance

Compensation:

The estimated salary range for this role is $85,000-$110,000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills and experience.

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life.  To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success.  Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Skills Required

  • Bachelors Degree in Finance or Business or related field
  • Three or more years experience in a banking or related environment
  • Excellent verbal and written communication skills
  • Highly proficient in Word, Excel, Explorer and Outlook, and ability to learn bank systems
  • Ability to multitask and have high attention to detail

Wintrust Financial Corporation Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wintrust Financial Corporation and has not been reviewed or approved by Wintrust Financial Corporation.

  • Affordable Benefits Employer covers a large share of medical premiums, making health coverage comparatively low cost. Plan options are broad and pair with HSA/FSA choices and wellbeing programs.
  • Parental & Family Support Paid maternity, parental, and adoption leave are structured and fully paid, with backup childcare access through Bright Horizons. Adoption assistance and family support resources further strengthen caregiving support.
  • Retirement Support A 401(k) with a company match and an employee stock purchase plan provide multiple savings and ownership avenues. Match mechanics and plan access are noted features of the total rewards offering.

Wintrust Financial Corporation Insights

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The Company
HQ: Rosemont, IL
5,284 Employees
Year Founded: 1991

What We Do

Wintrust Financial (Wintrust) is a financial services holding company based in Rosemont, Illinois, with $50 billion in assets. Wintrust engages in the business of providing traditional community banking services, wealth management services, commercial insurance premium financing, mortgage origination and more.

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