Relationship Manager - Crystal Lake, IL Details

Wintrust Financial Corporation - Crystal Lake, IL

Employment Type : Full-Time

Founded in 1991 with the idea to be the alternative to the big banks, Wintrust has since grown into a financial services company with more than $45 billion in assets, headquartered in Rosemont, Illinois. Through our multiple companies and divisions, we provide traditional community banking and commercial banking services, wealth management solutions, commercial and life insurance premium financing, mortgage origination, and short-term accounts receivable financing and certain administrative services, such as data processing of payrolls, billing, and treasury management services. We provide community-oriented personal and business banking services to customers located in the greater Chicagoland area, northwest Indiana, and southern Wisconsin through more than 175 community bank locations.

Responsible for acquisition, retention and expansion of new and existing loan, deposit and treasury relationships. This position provides exceptional customer service by taking ownership of the customer experience.

Key Accountabilities:
Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting and fee income generation.

Executes exemplary portfolio management via the following by: Maintaining appropriate risk rating on all credits at all times Managing administrative past dues to 0% at all times. Managing delinquencies as close to 0% at all times Keeping documentation exceptions to a minimum Maintaining covenant tracking without missing testing dates Limit reporting tickler exceptions to a minimum.

Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting and fee income generation.
Managing and growing existing customer relationships with businesses that generally have $1M to $10M in revenue.


Takes ownership of credit sheet content and quality by working closely with credit analysts on their successful and timely completion.
Executes exemplary portfolio management via the following by:
  • Maintaining appropriate risk rating on all credits at all times
  • Managing administrative past dues to 0% at all times
  • Managing delinquencies as close to 0% at all times
  • Keeping documentation exceptions to a minimum
  • Maintaining covenant tracking without missing testing dates
  • Limit reporting tickler exceptions to a minimum


Works closely with internal partners to generate internal referrals as wells as developing an external network of centers of influence.
Takes part in bank events during and after hours.
Responsible for understanding the impact of lending on the bank’s CRA goals.
Resolves complex problems with independent action
Applies comprehensive concepts across fields
Demonstrates considerable judgement and has authority to act
Individual Contributor
Accountable for defined work assignments
3+ years of experience
Bachelor Degree or equivalent
General computer skills
Travel: Moderate (10-50%)

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, national origin, citizenship status, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

Posted on : 3 years ago