Skip to content
Business Banking Relationship Manager
| Company | Wintrust |
|---|
| Location | Wheaton, IL, USA |
|---|
| Salary | $95000 – $125000 |
|---|
| Type | Full-Time |
|---|
| Degrees | Bachelor’s |
|---|
| Experience Level | Senior |
|---|
Requirements
- Bachelor’s degree in finance, business, accounting, or related field
- Minimum 5 years’ credit and lending experience combined
- Prior B2B, small business banking, or consultative outside sales experience in the financial services industry
- Excellent verbal and written communications skills
- Strong interpersonal skills with a proven ability establishing client relationships
Responsibilities
- Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting and fee income generation
- Manage and grow existing customer relationships with businesses that generally have up to $25M in revenue
- Nurture and develop existing portfolio by assessing and meeting client’s business and personal needs
- Negotiate proper loan structure and effectively cross sell products
- Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans
- Build and manage a professional network of COI’s and referral sources
- Maintain a stable network of prospective customers with a consistent approach to calling
Preferred Qualifications
- Completion of formal credit training program preferred but not required
