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Relationship Banker
Company | Wintrust |
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Location | Bartlett, IL, USA |
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Salary | $21 – $28 |
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Type | Full-Time |
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Degrees | |
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Experience Level | Junior, Mid Level |
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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.