Wintrust Financial Corporation · 19 hours ago
Assistant Relationship Manager
Newport Beach, CA
Full-time
Onsite
New Grad, Entry Level
$60K/yr - $77K/yr
0+ years expWintrust Financial Corporation is a financial services company with more than $66 billion in assets, seeking an Assistant Relationship Manager. This role serves as a primary contact for clients, managing relationships and ensuring a positive client experience while uncovering opportunities for growth.
Financial ServicesWealth Management
Responsibilities
Maintain business of 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. Agency education of all aspects of First including on-line quoting, customer service, asset management, processing and all other value add services
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 CE 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. Coordinate and manage sales campaigns
Qualification
Required
Associates Degree
0-3 years experience in sales
General computer 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
Company
Wintrust Financial Corporation
Wintrust Financial Corporation delivers sophisticated financial capabilities with a community bank personality across its businesses in banking, specialty finance, and wealth management.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$683MKey Investors
CIVC Partners
2025-05-08Post Ipo Equity· $425M
2022-06-07Post Ipo Equity· $258M
2020-05-05IPO
Leadership Team
Timothy Crane
President and Chief Executive Officer
Recent News
2026-01-22
2026-01-21
Company data provided by crunchbase