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Assistant Relationship Manager

Wintrust Financial Corporation
Northbrook, USA
Full-time
Manager
Onsite
Discovered 1 weeks ago

Full Job Posting

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 annual salary range for this role is $ 59,000.00 - 77,000.00 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills, and experience.
  • 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.

Qualifications

  • Results based individual that overcomes obstacles with strong deductive reasoning skills
  • Ability to travel up to 50% in assigned territory by vehicle and/or airline
  • Strong financial and sales acumen
  • Ability to attend business related functions during or after normal work hours

Preferred Qualifications

  • Minimum 2 years insurance/ financial experience highly preferred
  • Bachelor's degree preferred or equivalent
  • Prior Sales Force experience preferred

Responsibilities

  • Maintain business of assigned agents by visits, phone calls, email or regular mail correspondence. Attend industry events, and conventions.
  • Contact with current customers includes analyzing their needs, identifying problems and providing solutions in order to retain and expand their loan volume.
  • Agency education of all aspects of First including on-line quoting, customer service, asset management, processing and all other value add services.
  • Analyze production reports to evaluate monthly loan volume, identify problem areas, and target agents for increased sales opportunities.
  • Communicate with sales team in order to maximize new sales opportunities and monitor processing problems and/or operational efficiencies.
  • Conduct agency PF 101 CE credit classes.
  • Maintain and update Salesforce records with assigned agents, run reports as requested and communicate weekly activity to management and RM’s as directed.
  • Coordinate special sales campaigns as directed by Marketing Manager, Regional Sales Managers or EVP of Sales & Marketing.
  • Provide internal assistance to Marketing and collection personnel as needed and keep a watchful eye on any trends or potential frauds or other collection matters.
  • Take active role to intervene on individual collection problems. Coordinate and manage sales campaigns.
  • Ability to travel up to 50% of the time based on business needs.
  • Minimum 2 years insurance/ financial experience highly preferred
  • Results based individual that overcomes obstacles with strong deductive reasoning skills
  • Ability to travel up to 50% in assigned territory by vehicle and/or airline
  • Strong financial and sales acumen
  • Ability to attend business related functions during or after normal work hours
  • Bachelor's degree preferred or equivalent
  • Prior Sales Force experience preferred

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