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Relationship Banker

Relationship Banker

CompanyWintrust
LocationBartlett, IL, USA
Salary$21 – $28
TypeFull-Time
Degrees
Experience LevelJunior, Mid Level

Requirements

  • At least one year experience in: Retail banking sales, or Financial services sales, or Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
  • Excellent communication skills – in person and over the phone – with proven ability to tailor features and benefits of products/services to customers with differing needs
  • Ability to learn products, services, and procedures quickly and accurately
  • Demonstrate ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships
  • Strong desire and ability to influence, educate, and connect customers to technology
  • Ability to work branch hours, including weekends

Responsibilities

  • Building lasting relationships with customers, discovering their financial needs and tailoring product and service recommendations
  • Collaborating with business partners (Mortgage, Wealth Management) to connect customers to experts who can help with specialized needs
  • Operating a teller drawer serving customers in the lobby/drive-up
  • Opening accounts, performing account maintenance, and assisting customers with digital products
  • Recognizing potential fraud and other risks
  • Depending on the shift, you might be responsible for bank opening/closing
  • Helping support community and bank events

Preferred Qualifications

    No preferred qualifications provided.