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Wintrust Financial Corporation · 5 hours ago

Associate Relationship Manager

Newport Beach, CA

Full-time

Onsite

Mid Level

$90K/yr - $120K/yr

3+ years exp

Wintrust Financial Corporation is a financial services company with more than $66 billion in assets. The Associate Relationship Manager will serve as the primary contact for assigned clients, managing relationships and ensuring a positive client experience while identifying opportunities for growth.

Financial ServicesWealth Management

Responsibilities

Provide expert level of service to assigned agents by visits, phone calls, email or regular mail correspondence. Attend industry events, and conventions

Contact with current customers includes analyzing their needs, identifying problems and providing solutions in order to retain and expand their loan volume. Maintain an exemplary understanding of all aspects of First Insurance Funding including on-line quoting; Customer Service, Asset Management, Cash Processing, and all other value add services to provide solutions to clients

Leverage a consultative approach in which you will analyze production reports to evaluate monthly loan volume, identify problem areas, and target agents for increased sales opportunities

Communicate with sales team in order to maximize new sales opportunities and monitor processing problems and/or operational efficiencies. Conduct agency PF 101 Continuing Education credit classes

Maintain and update Salesforce records with assigned agents, run reports as requested and communicate weekly activity to management and RM’s as directed

Coordinate special sales campaigns as directed by Marketing Manager, Regional Sales Managers, or EVP of Sales & Marketing

Provide internal assistance to Marketing and collection personnel as needed and keep a watchful eye on any trends or potential frauds or other collection matters

Take active role to intervene on individual collection problems

Qualification

Customer ServiceSales ExperienceMarketing ExperienceAdvanced Computer SkillsSalesforce

Required

3+ Years of Experience in Customer Service, Marketing or Sales Role

Advanced Computer Skills

Ability to Travel as Needed

Preferred

Bachelor's Degree 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

Company

Wintrust Financial Corporation

Glassdoor3.7

Wintrust Financial Corporation delivers sophisticated financial capabilities with a community bank personality across its businesses in banking, specialty finance, and wealth management.

Founded in 1995

Rosamond, Illinois, USA

5001-10000 employees