SVP Relationship Manager

Job not on LinkedIn

November 16

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Logo of Wintrust Financial Corporation

Wintrust Financial Corporation

Banking • Finance • Fintech

Wintrust Financial Corporation is a financial holding company that operates a family of locally run community banks. The corporation blends personalized customer service with advanced digital banking tools, offering a comprehensive range of financial services. These services include personal banking, commercial banking, mortgage lending, wealth management, and trust services. Wintrust emphasizes a community-focused approach, supporting the local economy while providing cutting-edge mobile and online banking options to allow banking on the go. Their aim is to deliver exceptional customer service with a high-tech touch, making banking more convenient and accessible.

5001 - 10000 employees

Founded 1991

🏦 Banking

💸 Finance

💳 Fintech

💰 Post-IPO Equity on 2022-06

📋 Description

• 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.

🎯 Requirements

• Minimum of 10 years experience in insurance industry related sales • Bachelor's Degree • Located in Texas or Louisiana

🏖️ Benefits

• Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance

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