28 days old

VP - Wealth Services - Milwaukee, WI

Wintrust Financial Corporation
Milwaukee, WI 53202
  • Job Code

At Wintrust, we know the importance of relationships. Our clients are number one, thus, we want the best and the brightest. Our employees are part of what make us special. Many of them have been with us since inception in 1991 and share a common passion for serving our customers and our communities. As we continue to grow, we look for diverse, talented, well-rounded and passionate people who will fit our culture.

Wintrust is looking for a dynamic and entrepreneurial senior level banker to join our Wealth Services team located in our Milwaukee, WI office. The right individual will have 7-10 years of experience cultivating new client relationships and actively strengthening existing client relationships through customized banking and lending solutions.

This specific role collaborates with related internal partners across all lines of business to identify and bring focus to the lending and deposit needs of private clients.

Core Responsibilities include:

  • Maintain and develop existing portfolio by assessing and s upporting all banking and customized lending solution needs of high net worth clients with the ultimate goal of profitable growth.
  • Explore new opportunities to develop relationships through creative solutions that can be both credit and non-credit and also through leveraging other business partners.
  • Negotiate proper loan structure and effectively cross sell products
  • Maintains comprehensive understanding of current lending products offered in the market and keeps informed of all relevant industry trends and practices.
  • Ensure consistency in deal structuring to bridge client needs to appropriate risk mitigation through detailed analysis and underwriting of credit. Responsibilities may include presenting at Loan Committee and acting as quarterback to drive deals through the underwriting and closing process.
  • Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans
  • Collaborate with peers, and mentor junior team members, as part of a team to ensure delivery of superior client service.

  • Minimum of 7-10 years of experience developing and managing relationships with high net worth clients plus hands-on experience in applying deep credit expertise, working knowledge of investment portfolios and trust solutions.
  • Demonstrated experience working in a team environment, introducing the appropriate partners and suite of investment, trust and banking solutions to high net worth individuals, families and institutions.
  • Ability to apply credit expertise, identify risk and complete necessary analysis and documentation to achieve credit actions
  • Formal credit training a plus.
  • College Degree / Business, Finance, Accounting, Real Estate, Economics preferred.
  • Proficient in Microsoft Office products.

Wintrust is a financial holding company with assets of over $30 billion whose common stock is traded on the NASDAQ Global Select Market. 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 160 banking locations located in the greater Chicago and southern Wisconsin market areas.

Wintrust Financial Corporation (including community banking and financial services subsidiaries) is an Equal Opportunity/Affirmative Action/Veterans/Disability employer.


For Indee d users, please forward resume to : ADangerfield@wintrust.com

Posted: 2019-11-07 Expires: 2019-12-06
Sponsored by:
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Sponsored by:
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VP - Wealth Services - Milwaukee, WI

Wintrust Financial Corporation
Milwaukee, WI 53202

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