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Full timeFinance

Retail Personal Banker

Wintrust FinancialRichmond, Illinois🇺🇸United States

Why this role stands out

This role offers an exceptional opportunity to accelerate your career within a stable, community-focused organization that rewards performance and prioritizes professional development. You will thrive here if you are a relationship-driven professional who enjoys blending client service with proactive sales in a flexible, hybrid environment. Take this chance to make a tangible impact on local business growth and apply today to join the collaborative Wintrust team.

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationRichmond, Illinois, United States
KYCTreasury

Job description

Wintrust Financial seeks a Relationship Banker to build and deepen consumer and small business relationships in a community-focused environment. This client-facing role combines sales, service, and operational excellence. You will open and service accounts, support lending and digital solutions, conduct financial check-ins, and proactively identify opportunities across banking, insurance, and investment offerings. Working in a collaborative, performance-driven culture, you'll contribute to local market growth while developing your skills and advancing your career in a stable, entrepreneurial organization.

Responsibilities

  • Serve as primary point of contact for consumer and small business clients, delivering personalized banking solutions.
  • Open and service deposit accounts, loans, cards, and online/mobile banking while ensuring accurate documentation.
  • Conduct financial reviews to identify cross sell opportunities in lending, treasury, and wealth management.
  • Execute daily teller and platform transactions while adhering to bank policies and regulatory requirements.
  • Build and deepen relationships through proactive outreach, follow up, and exceptional customer service.
  • Resolve client issues promptly, escalating complex matters and coordinating with internal partners as needed.
  • Educate clients on digital banking tools and security best practices to improve convenience and safety.
  • Meet individual and branch sales, service, and referral goals in a performance driven environment.
  • Support community and business development activities that align with Wintrust's local-market focus.
  • Maintain compliance with BSA/AML, KYC, and all bank, state, and federal regulations.

Required Skills

  • Retail banking operations
  • Customer service
  • Sales and cross selling
  • Deposit account opening
  • Consumer/small business lending knowledge
  • Banking regulations (BSA/AML/KYC)
  • Cash handling and balancing
  • CRM and core banking systems
  • Digital and mobile banking tools
  • Financial needs analysis

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