Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 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
Position Overview:
The Associate Banker will support a team of bankers in managing client relationships and meeting annual commitment goals by assisting with workflow, deal execution, and portfolio management. This role includes preparing client reviews, coordinating lending, deposit, and investment solutions, and collaborating with internal teams to ensure seamless service delivery.
What you’ll do:
Join bankers on preliminary calls and initial client meetings
Collect updated financial documentation from clients
Coordinate execution/delivery of loan documents between clients and Wintrust
Oversee underwriting process and new credit requests
Attend financial planning and portfolio review meetings
Manage onboarding process between new clients and servicing team
Record meeting minutes and follow-up actions
Maintain comprehensive call logs and Salesforce entries
Work alongside loan closers and credit analysts on documentation regarding financial reporting, covenants, and loan exceptions
Spearhead organization of networking events including mixers and happy hours between COIs, clients, and internal partners
Qualifications:
Bachelor’s Degree required.
1-5 years of experience in banking or financial services, including 1-2 years of lending or underwriting experience
Highly proficient in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
Ability to work within deadlines and prioritize projects.
A self-motivated employee and an effective team player.
Must have a client-centric mindset, attention to detail, collaboration, discretion and initiative.
Good verbal and written communication skills.
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
Compensation:
The estimated salary range for this role is $71,000. - $92,000., along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills, and experience.
#LI-ONSITE
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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.