Relationship Manager - Insurance Banking

BankGlenview

Rosemont, IL, United States
$85,000-110,000; bonus eligible; comprehensive ben...
Commercial lending
Insurance finance
Cash-flow-based lending
Drive loan and deposit growth by acting as the dedicated banking partner for FIRST Insurance Funding sales reps, converting their premium finance customers into commercial loan opportunities

Job Summary

  • Drive loan and deposit growth by acting as the dedicated banking partner for FIRST Insurance Funding sales reps, converting their premium finance customers into commercial loan opportunities.
  • Originate and structure complex credit facilities (M&A, succession, working capital) specifically tailored to the insurance agency and brokerage lifecycle.
  • Wintrust provides a comprehensive benefits package including Medical, Dental, Vision, Life insurance, Disability Insurance, Parental Leave, 401(k) with company match, and an Employee Stock Purchase Plan.

Matching Summary

Drive loan and deposit growth by acting as the dedicated banking partner for FIRST Insurance Funding sales reps, converting their premium finance customers into commercial loan opportunities.

Salary

$85,000-110,000; Bonus eligible; Comprehensive benefits package

Skills & Requirements

Must-have

  • Commercial Lending
  • Insurance Finance
  • cash-flow-based lending
  • agency operations
  • partner-led sales model
  • financial analysis of intangible assets

Nice-to-have

  • relationship-focused service
  • personalized service
  • results-oriented mindset
  • inclusive workplace

Key Requirements

  • 5+ years in Commercial Lending or Insurance Finance
  • Bachelor’s degree in finance, business, or related field
  • Ability to travel often

Work Rights

Not specified

Tailored Resume

Cover Letter