Select Customer Relationship Manager jobs in Racine, WI

Select Customer Relationship Manager develops and expands a retail customer base of affluent customers. Provides services and educates customers about additional financial offerings to generate interest and identify investment and cross-sales opportunities. Being a Select Customer Relationship Manager presents new products or services that may enhance the bank's relationship with the client or fulfill the client's short- and long-term financial needs. Meets all sales and service quality standards and goals. Additionally, Select Customer Relationship Manager requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Requires Series 7 license. The Select Customer Relationship Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Select Customer Relationship Manager typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

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Senior Relationship Manager, Business Banking
  • Wintrust Financial
  • Mundelein, IL FULL_TIME
  • Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.

     

    Why join us?

    • An award-winning culture!  We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)

    • Competitive pay and annual discretionary bonus eligible

    • Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few

    • Family-friendly work hours

    • With 175 community bank locations, we offer opportunities to grow and develop in your career

    • Promote from within culture

    The Sr. Relationship Manager, Business Banking is responsible for self-sourcing new business, growing a portfolio of commercial banking customers, and expanding customer relationships by promoting products and services, as appropriate, to identify and fulfill customer needs. This position provides exceptional service to build and strengthen customer relationships while working with clients that are $500K – $30M in revenue including C&I, CRE, and SBA. Responsible for new business development through referral sources and cold calling efforts.

    What You’ll Do

    • Develop and maintain a portfolio by assessing and meeting client’s business and personal needs.

    • Increase the Bank’s profitability by cultivating new commercial business relationships.

    • Negotiate proper loan structure and effectively cross sell products.

    • Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans.

    • Sustain comprehensive understanding of current commercial products offered in the market and keeps informed of all relevant industry trends and practices.

    • Build and maintain a professional network of COI’s and referral sources.

    • Maintain a stable network of prospective customers with a consistent approach to calling.

    Qualifications

    • Bachelor's degree in business, finance, economics, or accounting (preferred)

    • Solid understanding of general credit and risk principles, mitigates, and banking policies/procedures; formal bank credit training is preferred

    • 5 - 7 years’ commercial lending experience

    • Exceptional oral and written communications skills

    • Strong interpersonal skills with a proven ability establishing client relationships and working within a team environment

    • Excellent organizational skills with the ability to proactively manage and prioritize workflow

    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

    #LI-Onsite

    #LI-AC1

    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 be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, 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.


    About the Company:
    Wintrust Financial



  • 11 Days Ago

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Lease purchase truck
  • MT Select
  • Geneva, WI FULL_TIME
  • Partner with the BEST, Watch Your Driving Business EXCEL No Money Down And Up To 70% Of Every Load! When you partner with MT Select, your truck driving business EXCELS. Class A independent contractors...
  • 21 Days Ago

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Relationship Banker
  • Wintrust Financial
  • Antioch, IL FULL_TIME
  • Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology...
  • 17 Days Ago

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Relationship Banker
  • Wintrust Financial
  • Crystal, IL FULL_TIME
  • Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology...
  • 1 Month Ago

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Product and Customer Support Manager
  • FNA Group
  • Pleasant Prairie, WI FULL_TIME
  • SUMMARY: FNA Group is a world class and leading manufacturer of consumer and industrial pressure washers and other outdoor power equipment. FNA's highly acclaimed brands include Simpson, Delco and CRX...
  • Just Posted

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Print Customer Account Manager
  • Dev
  • Waterford, WI FULL_TIME
  • Company DescriptionJobs for Humanity is partnering with Quad to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, N...
  • 6 Days Ago

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0 Select Customer Relationship Manager jobs found in Racine, WI area

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Marketing and Customer Experience Manager
  • Proven Process Group
  • Milwaukee, WI
  • If you're a motivated self-starter with a passion for driving business growth and customer satisfaction, we want to hear...
  • 4/23/2024 12:00:00 AM

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Customer Service Manager
  • Wild Marketing Group
  • Waukesha, WI
  • JOB PURPOSE or JOB SUMMARY: To oversee the operations of the Customer Service department which includes maintaining a Se...
  • 4/22/2024 12:00:00 AM

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Customer Service Manager
  • Oldcastle APG
  • Mundelein, IL
  • Oldcastle APG, a CRH Company, is the leading provider of outdoor living solutions in North America with an award-winning...
  • 4/21/2024 12:00:00 AM

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Marketing and Customer Experience Manager
  • Proven Process Group
  • Milwaukee, WI
  • If you're a motivated self-starter with a passion for driving business growth and customer satisfaction, we want to hear...
  • 4/21/2024 12:00:00 AM

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Customer Success Manager
  • C2 Graphics Productivity Solutions
  • Wauwatosa, WI
  • C2 client, a thriving global software company that believes that ecommerce software should enable sustainable growth, is...
  • 4/20/2024 12:00:00 AM

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Customer Service Manager
  • Oldcastle Apg
  • Mundelein, IL
  • Oldcastle APG, a CRH Company, is the leading provider of outdoor living solutions in North America with an award-winning...
  • 4/20/2024 12:00:00 AM

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Product and Customer Support Manager
  • Trova Advisory Group
  • Pleasant Prairie, WI
  • Product and Customer Support Manager, Pleasant Prairie, Wisconsin Duties and Responsibilities: Oversee the analysis and ...
  • 4/20/2024 12:00:00 AM

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PT CUSTOMER EXPERIENCE MANAGER
  • Michaels Stores
  • Milwaukee, WI
  • **PT CUSTOMER EXPERIENCE MANAGER** **PT CUSTOMER EXPERIENCE MANAGER** **To review a comprehensive list of benefits, plea...
  • 4/19/2024 12:00:00 AM

Racine (/rəˈsiːn/ rə-SEEN) is a city in and the county seat of Racine County, Wisconsin, United States. It is located on the shore of Lake Michigan at the mouth of the Root River. Racine is located 22 miles south of Milwaukee. As of the 2010 U.S. census, the city had a population of 78,860, making it the fifth-largest city in Wisconsin. Its median home price of $103,625 makes it one of the most affordable cities in Wisconsin to buy a home. In January 2017, it was rated "the most affordable place to live in the world" by the Demographia International Housing Affordability survey. Racine is th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Select Customer Relationship Manager jobs
$77,290 to $110,169
Racine, Wisconsin area prices
were up 1.8% from a year ago