Location: Naperville, IL, USA
Company: Wintrust
Job Position: Relationship Banker
JOB DESCRIPTION:
Qualification:
Education & Experience
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
Job Responsibility:
Building lasting relationships with customers, discover their financial needs and tailor product and service recommendations
- Partnering with Specialist (Mortgage Banker, Wealth Management) to connect customers to experts who can help with specialized needs
- Assist customers set up self-service options to access their accounts