Wintrust Financial Corporation

Member FDIC and Equal Housing Lender.

Assistant Relationship Manager

Account ManagerSalesFull TimeRemoteTeam 5,001-10,000Since 1991H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

19 days ago

Salary

$59K - $77K / year

Bachelor Degree2 yrs expEnglish

Job Description

• Maintain profitable business by visiting agents, companies and/or general agents of quality and acceptability in accordance with FIRST guidelines. • Maintain contact with current customers by analyzing their needs, identifying problems and providing solutions in order to retain their loan volume. • Analyze production reports to evaluate monthly loan volume, identify problem areas, and target agents for sales opportunities. • Communicate with sales team in order to maintain sales opportunities and monitor processing problems and/or operational efficiencies. • Maintain contact management system and communicate weekly activity to management as directed. • Provide internal assistance to Marketing and Asset Management personnel as needed. • Monitor local insurance trends and competitive developments and report to management as needed. • Uses creativity and good judgment to provide the client with the best possible program while minimizing the risk to FIRST.

Job Requirements

  • Minimum 2 years insurance/ financial experience highly preferred
  • Results based individual that overcomes obstacles with strong deductive reasoning skills
  • Ability to travel up to 80% in assigned territory by vehicle and/or airline
  • Strong financial and sales acumen
  • Ability to attend business related functions during or after normal work hours
  • Bachelor's degree preferred or equivalent
  • Prior Sales Force experience preferred

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

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