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Leads a mortgage branch and loan officer team to achieve production and growth goals. Responsibilities include recruiting and mentoring loan officers, building referral partnerships, managing loan origination from contact through closing, monitoring production and profitability, supporting sales development, and overseeing schedules, commissions, and team performance. The role also promotes customer service, regulatory compliance, teamwork, and operational efficiency.

Build and retain customer relationships by identifying financial needs, recommending banking products, opening and maintaining accounts, operating a teller drawer, supporting digital banking, recognizing fraud risks, and connecting customers with mortgage and wealth management specialists. The role also includes branch opening and closing duties, customer service, and participation in community and bank events.

Conduct fundamental equity research on Large Cap Consumer and Media stocks, develop investment recommendations, and support Large Cap Core and Value strategies. Collaborate with portfolio managers and analysts, engage company management and sell-side analysts, monitor market news and macroeconomic conditions, maintain research documentation and investment guideline compliance, and participate in client, consultant, sales, and marketing presentations.

Build and retain customer relationships by identifying financial needs, recommending banking products, opening and maintaining accounts, assisting with digital services, operating a teller drawer, identifying fraud risks, and referring customers to mortgage and wealth-management partners. The role also supports branch opening and closing, community events, and general branch success.

Direct investment operations for institutional, intermediary, and sub-advisory accounts. Oversee operational coverage, reconciliations, settlements, portfolio accounting, pricing, corporate actions, reporting, client account maintenance, and data quality. Support GIPS-compliant performance reporting and risk analytics, resolve custodial discrepancies, maintain procedures, coordinate deadlines, cross-train staff, and drive operational improvements. The role serves as an escalation point for operational issues and requires extensive investment management operations experience.

The Branch Manager oversees daily banking center operations, including staffing, scheduling, training, facility management, and employee performance. The role develops customer and small-business relationships, drives sales and profitability, resolves escalated customer issues, performs Personal Banker duties as needed, and promotes the bank through community networking and outbound business development.

Supports the evolution and administration of Wintrust’s enterprise Salesforce platform. Responsibilities include gathering requirements, creating JIRA user stories and process documentation, conducting user acceptance testing, reporting defects, supporting rollouts and training, assisting end users, prioritizing enhancements, maintaining product documentation, and identifying opportunities to leverage Salesforce capabilities. The role partners with business stakeholders, IT, product teams, and learning partners across the organization.

Supports the evolution and administration of the enterprise Salesforce CRM platform. Responsibilities include gathering and documenting requirements, creating JIRA user stories and process flows, coordinating user acceptance testing, managing defects, supporting rollouts and training, assisting users with production issues, maintaining documentation, and helping prioritize enhancements against the strategic roadmap.

Serve as the primary contact for client inquiries by phone and email. Research and resolve issues with cross-functional banking teams, maintain client relationships, support retention and satisfaction, provide accurate product and policy information, and proactively offer solutions. The role also requires maintaining product knowledge, participating in training, and managing multiple workflows and competing priorities.

Conducts in-depth BSA/AML and OFAC investigations of high-risk customers, accounts, and transactions. Analyzes unusual or suspicious activity, documents findings, prepares and files Suspicious Activity Reports, reviews legal requests, gathers information across business lines, and recommends case resolutions including account closure. Maintains confidentiality and supports BSA/AML Officers in administering the bank’s compliance program.