Sr. Relationship Manager, Business Banking

Job Description

Senior Relationship Manager, Business Banking | Confidential Employer

The Tone:
This is a full-time role at Wintrust, located in Chicago, Illinois. Wintrust provides community and commercial banking, specialty finance, and wealth management services to clients nationwide, while staying true to its community banking roots. This Senior Relationship Manager role is crucial for acquiring, retaining, and expanding loan, deposit, and treasury relationships, directly impacting the growth and service quality of the business banking division. The individual in this position will be expected to deliver an exceptional customer experience by taking ownership of client needs and fostering strong, long-term relationships.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person – Chicago, Illinois, USA
• Pay: $98000–$132000 yearly
• Mission: Own the acquisition, retention, and expansion of business banking relationships for clients up to $25M in revenue.

What You’ll Actually Do
• Relationship Management: Acquire, retain, and expand new and existing loan, deposit, and treasury relationships with businesses generating up to $25M in revenue.
• Goal Achievement: Drive annual goals related to loan and deposit volume, cross-sales, call planning, prospecting, and fee income generation.
• Portfolio Development: Nurture and grow an existing customer portfolio by identifying and meeting clients’ business and personal financial needs.
• Loan Structuring: Negotiate appropriate loan structures and actively cross-sell additional bank products and services to clients.
• Networking & Referrals: Sustain a stable network of prospective customers through consistent outreach and collaborate with internal partners and external COIs to generate new business referrals.

The Must-Haves
• Background: Bachelor’s degree in business, finance, accounting, or a related field.
• Experience: Minimum 6 years of combined commercial credit and lending experience, along with prior B2B, small business banking, or consultative outside sales experience within the financial services industry.
• Skills: Exceptional oral and written communication skills, strong interpersonal abilities with a proven track record of establishing client relationships, and excellent organizational skills to proactively manage and prioritize workflow.
• Bonus: Completion of a formal credit training program.