Private Client Banker III at Wintrust Financial in Milwaukee, WI

Job description

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and discretionary or incentive bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture Wintrust Private Client: Wintrust Private Client is the private banking arm of Wintrust Financial Corporation – a $70+ billion financial services holding company with 16 community bank charters and eight specialty financial service subsidiaries. Unlike many private banking platforms, Wintrust Private Client combines the resources and capabilities of a $70+ billion financial institution with the accessibility, responsiveness, and local decision-making of a community bank. The dedicated professionals at Wintrust Private Client bring to their clients the entirety of Wintrust’s financial and technical expertise and can meet each client’s needs on a personalized basis with complete privacy. We deliver sophisticated, big-picture financial solutions designed to cater to the complex needs of high-net-worth individuals, family offices, professional practitioners, and business owners. When you work with Wintrust Private Client, you get an experienced, dedicated team focused on delivering financial solutions tailored to your unique needs. Through a collaborative team of banking, investment, trust, lending, insurance and planning professionals, Wintrust Private Client delivers integrated wealth management solutions designed to help clients build, preserve and transfer wealth. Position Overview: The Private Banker III is responsible for developing, managing, and growing relationships with high-net-worth individuals, families, business owners, and professional practitioners by delivering sophisticated banking, lending, investment, insurance, and trust solutions. This role serves as the lead relationship manager and trusted advisor, coordinating the full breadth of Wintrust's capabilities to help clients achieve their financial goals. Responsibilities: Client Relationship Management Serve as the primary point of contact for a portfolio of private banking clients. Provide comprehensive financial reviews and periodic relationship check-ins to evaluate client needs. Maintain strong client satisfaction through timely correspondence and proactive service. Identify and deliver customized banking, lending, investment, trust, estate planning, and insurance solutions to deepen client relationships and enhance client outcomes. Business Development Develop and cultivate Centers of Influence, including attorneys, CPAs, wealth advisors, and business leaders. Generate new client opportunities through internal partnerships, referrals, community involvement, and professional networks. Achieve individual portfolio growth objectives across deposits, loans, investm