Client Care Banker

Job Description for Client Care Banker:

Client Care Bankers are tasked with promoting and cross-selling various banking products and services to clients to meet their financial goals and enhance their banking experience.

The Client Care Banker is tasked with developing and maintaining valuable customer relationships through the provision of diverse financial services. This role places a strong emphasis on comprehending client needs, offering appropriate financial solutions, aiding in branch operations, and contributing to the bank's advancement.

Why Join Us?

• With a remarkable 12-year streak of being recognized as a Top Workplace by the Chicago Tribune, this company's culture has set a standard for creating an award-winning and positive work environment
• For the last six years, The Globe and Mail has presented the prestigious Employee Recommended Award to deserving employees
• Annual chance for a discretionary bonus, complemented by a competitive pay rate
• Comprehensive benefits program featuring medical, dental, vision, life insurance, a 401(k) plan with a substantial employer match, and support for educational expenses
• Family-friendly work hours
• Paths for career growth spanning over 200 community bank branches
• Strong promote-from-within culture

What You’ll Do:

In the position of a Client Care Banker, your core objective is to create enduring connections with clientele through the application of your financial acumen in proposing effective resolutions aligning with their specific needs. This dual function significantly aids in driving the branch's prosperity by:

• Developing long-term relationships with customers by grasping their financial needs and proposing relevant products and services
• Engaging with internal partners, including Mortgage and Wealth Management, to link customers with specific skills and insights
• Operating a cash drawer to provide customer service at the front desk and at the drive-up teller windows
• Responsibilities entail opening accounts, managing account updates, and helping clients navigate through digital banking services
• Becoming aware of potential fraud alongside other operational or financial risks
• Assisting in following bank opening and closing guidelines specific to assigned shifts
• Supporting initiatives that promote community involvement and bank-funded events

Qualifications:

• Bachelor’s degree in engineering, computer science, or related field
• The minimum requirement includes a high school diploma or GED
• Intermediate computer skills
• Proficient at lifting items up to 50 pounds in weight

Benefits:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Accidental death and dismemberment insurance aims to ease the financial burden on beneficiaries in case of accidental tragedies
• Short-term disability insurance is designed to cover temporary disabilities that prevent individuals from working for a short period, such as recovery from surgery or illness
• Parental Leave
• EAPs can play a crucial role in improving workplace morale, reducing absenteeism, and increasing employee retention by offering timely and confidential support to those in need
• Utilizing both traditional and Roth 401(k) accounts with employer contributions for retirement funding
• An FSA is designed to help individuals save money on medical expenses by allowing them to allocate pre-tax income towards eligible healthcare costs
• By enrolling in the Employee Stock Purchase Plan, employees can purchase company stock at a 5% discount
• Critical Illness Insurance
• Accident Insurance
• Benefits of commuting and transportation services
• Banking Benefits
• Pet Insurance

About Wintrust:

Wintrust offers a range of community and commercial banking services, along with specialty finance and wealth management options, across 16 bank charters and nine non-bank entities. The company combines the advanced offerings typical of a major bank with a commitment to its origins in community-focused, individualized banking services.

Wintrust Financial Corporation affirms its commitment to offering equal employment opportunities to all eligible candidates, irrespective of race, color, religion, sex, age, disability, veteran status, genetic information, or any other protected classification. The organization values diversity and does not engage in discriminatory practices during the hiring process.

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