Account Executive jobs in United States
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Wintrust Financial Corporation · 2 hours ago

Account Executive

Wintrust Financial Corporation is a leading financial services company with a strong emphasis on community and employee development. They are looking for an Account Executive to assist in inside sales, prepare loan agreements, and manage client inquiries, while also supporting Account Executives in their duties.

Financial ServicesWealth Management

Responsibilities

Assist all Account Executives in Inside Sales prepare loan agreements
Approve and underwrite quotes up to $750,000
Accept Inbound phone calls from agents and obtain necessary information to provide a quote and/or assist with general account management inquiries
Assist Account Executives with quote follow up
When Account Executives are out of the office act as the primary Account Executive for an assigned region

Qualification

Financial services experienceBachelor degreeMulti-taskingWritten communicationVerbal communicationAttention to detailOrganizational skillsBasic computer skillsPunctualityTeamworkFast-paced environment

Required

Minimum 1 year experience in financial services, bank operations, wires or similar position
Bachelor degree or equivalent
Strong written and verbal communication skills
Excellent attention to detail
Punctuality and timeliness
Very organized with the ability to multi-task
Must be able to work in a fast-paced environment
Ability to work as part of a team
Basic computer skills including MS Word, MS Excel, Adobe and Internet

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

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

Funding

Current Stage
Public Company
Total Funding
$683M
Key Investors
CIVC Partners
2025-05-08Post Ipo Equity· $425M
2022-06-07Post Ipo Equity· $258M
2020-05-05IPO

Leadership Team

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Timothy Crane
President and Chief Executive Officer
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Company data provided by crunchbase