Banking Services Associate

Job Description for Banking Services Associate:

The key role of a Banking Services Associate is to analyze clients' financial situations and recommend suitable banking solutions to help them achieve their financial objectives:

The Banking Services Associate 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?

• This organization's culture has received the prestigious distinction of being named a Top Workplace by the Chicago Tribune for the past 12 years, illustrating its ongoing success in creating a positive and rewarding work environment
• The Globe and Mail has acknowledged recipients of the Employee Recommended Award annually for the past six years
• Potential for annual bonus consideration in addition to a competitive level of pay
• Holistic benefits package comprising medical, dental, vision, life coverage, a 401(k) plan with a substantial company match, and provisions for tuition reimbursement
• Family-friendly work hours
• Paths for career growth spanning over 200 community bank branches
• Strong promote-from-within culture

What You’ll Do:

Being a Banking Services Associate necessitates the development and maintenance of valuable relationships with clients, leveraging your financial expertise to propose tailored solutions that fulfill their needs. Your crucial involvement significantly impacts the branch's success by:

• Nurturing long-lasting relationships with clients by comprehending their financial needs and suggesting relevant products and services
• Joining forces with internal partners like Mortgage and Wealth Management to facilitate customer interactions with specialized professionals
• Performing transactional duties at the teller counter and the drive-up service point using a cash drawer
• The role involves inaugurating new accounts, conducting account maintenance, and providing guidance on digital banking products to customers
• Becoming aware of potential fraud alongside other operational or financial risks
• Aiding in the execution of bank operational procedures according to shift schedules
• Backing community outreach and events sponsored by banks to foster connections

The Banking Services Associate role demands specific qualifications and attributes from potential candidates:

• 4 to 6 years of work history showing increasing responsibilities in data management and analysis
• It is essential to have completed high school or obtained a GED for eligibility
• Intermediate computer skills
• Competent in handling loads up to 50 pounds

Individuals in the position of Banking Services Associate can enjoy numerous benefits and advantages:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• The main purpose of accidental death and dismemberment insurance is to provide additional support beyond traditional life insurance in cases of accidental death or severe injury
• 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
• The primary goal of an Employee Assistance Program (EAP) is to promote employee well-being, increase job satisfaction, and create a healthier work environment
• The employer-matched traditional and Roth 401(k) accounts for retirement planning
• The purpose of a Flexible Spending Account (FSA) is to offer individuals a tax-efficient way to save money for medical expenses by setting aside pre-tax income
• The Employee Stock Purchase Plan provides a 5% discount on company stock for eligible employees
• Critical Illness Insurance
• Accident Insurance
• Benefits of commuting and transportation services
• Banking Benefits
• Pet Insurance

About Wintrust:

Wintrust's service offerings encompass community and commercial banking, specialty finance, and wealth management solutions through 16 bank charters and nine non-bank entities. The company upholds its commitment to personalized, relationship-based community banking while integrating the advanced capabilities and services associated with major financial institutions.

Serving clients in all 50 states, Wintrust operates over 200 branch locations across Illinois, southwestern Florida, northwestern Indiana, west Michigan, and southern Wisconsin, along with commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Michigan, and key branch locations throughout Illinois.

Wintrust Financial Corporation places a strong emphasis on being an Equal Opportunity Employer, where all candidates are considered for employment on their qualifications and merit, regardless of race, color, religion, sex, age, national origin, disability, veteran status, genetic information, or any other protected characteristic.

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