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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.

Processes customer banking transactions, balances a teller drawer, identifies cross-selling opportunities, detects and reports potential fraud, follows banking and regulatory policies, and may open or close the branch and participate in community events. The role requires customer service, cash-handling accuracy, flexibility for Saturday and varied shifts, occasional travel between branches, and physical ability to stand for extended periods and lift up to 50 pounds.

Supervise branch teller operations, ensuring accurate transaction processing, dual-control compliance, policy adherence, security, and operational soundness. Lead and support teller staff, resolve customer issues, deliver excellent service, identify cross-selling opportunities, and coordinate operational duties. The role may involve operating a teller drawer, participating in community events, and traveling between branches as needed.

Supports franchise finance lending by underwriting credit requests, analyzing borrower financial statements, preparing credit summaries, monitoring covenants and risk ratings, and managing portfolio reviews. The role also assists with loan documentation, due diligence, closings, prospecting, syndicated loan negotiations, borrower relationships, and regulatory compliance. Strong financial modeling, risk management, analytical, communication, and relationship-building skills are required.