Wintrust Financial Corporation

Account Manager

• Increase the Bank’s profitability by cultivating new commercial business relationships
• Maintain 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
• Maintain comprehensive understanding of current commercial products offered in the market and keeps informed of all relevant industry trends and practices
• Take ownership of credit sheet content and quality by working closely with credit analysts on their successful and timely completion
• Work closely with internal partners to generate internal referrals as wells as developing an external network of centers of influence
• Responsible for understanding the impact of lending on the bank’s CRA goals

Senior Relationship Manager, Business Banking

Bilingual

• Build and retain meaningful relationships with your customers
• Discover financial needs and tailor product recommendations
• Collaborate with business partners to connect customers to experts
• Operate a teller drawer serving customers
• Open accounts and assist customers with digital products
• Recognize potential fraud and risks
• Support bank opening/closing and community events

Relationship Banker, Bilingual Polish/Spanish

• Develop and maintain profitable new business by visiting agents, attending industry events, shows, and also seeking out opportunities with companies and/or general agents of quality and acceptability in accordance with FIRST guidelines.
• Maintain contact with current customers by analyzing their needs, identifying problems and providing solutions in order to retain and expand their loan volume.
• Communicate with sales team in order to maximize new sales opportunities and monitor processing problems and/or operational efficiencies.
• Provide internal assistance to Marketing and Collection personnel as needed and keep a watchful eye on industry trends.
• Efficient use of travel and entertainment budget and timely submittal of expense reports and Establish and maintain CRM system and communicate weekly activity to management as directed.