Associate Private Banker

Chicago, IL - USA

Monthly Salary: $ 71000 - 92000

Posted on: 23 hours ago

Vacancies: 1 Vacancy

Job Summary

Wintrust provides community and commercial banking specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois southwestern Florida northwestern Indiana west Michigan and southern Wisconsin and commercial banking offices in Chicago Denver Milwaukee Grand Rapids Mich. and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont Illinois and listed on the NASDAQ Global Select Market under the symbol WTFC.

Why join us

An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and annual discretionary bonus eligible
Comprehensive benefit package including medical dental vision life a 401k plan with a generous company match and tuition reimbursement to name a few
Family-friendly work hours
With 175 community bank locations we offer opportunities to grow and develop in your career
Promote from within culture

Position Overview:

The Associate Banker will support a team of bankers in managing client relationships and meeting annual commitment goals by assisting with workflow deal execution and portfolio management. This role includes preparing client reviews coordinating lending deposit and investment solutions and collaborating with internal teams to ensure seamless service delivery.

What youll do:

Join bankers on preliminary calls and initial client meetings
Collect updated financial documentation from clients
Coordinate execution/delivery of loan documents between clients and Wintrust
Oversee underwriting process and new credit requests
Attend financial planning and portfolio review meetings
Manage onboarding process between new clients and servicing team
Record meeting minutes and follow-up actions
Maintain comprehensive call logs and Salesforce entries
Work alongside loan closers and credit analysts on documentation regarding financial reporting covenants and loan exceptions
Spearhead organization of networking events including mixers and happy hours between COIs clients and internal partners

Qualifications:

Bachelors Degree required.
1-5 years of experience in banking or financial services including 1-2 years of lending or underwriting experience
Highly proficient in Microsoft Office Suite (Outlook Excel Word PowerPoint).
Ability to work within deadlines and prioritize projects.
A self-motivated employee and an effective team player.
Must have a client-centric mindset attention to detail collaboration discretion and initiative.
Good verbal and written communication skills.

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

Compensation:

The estimated salary range for this role is $71000. - $92000. along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors such as a candidates qualifications skills and experience.

#LI-ONSITE

From our first day in business Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation including community banking and financial services subsidiaries is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color religion sex age national origin disability veteran status genetic information and other legally protected categories.

Required Experience: