Relationship Manager - Insurance Banking

Wintrust

Rosemont, IL, United States
Base: $85,000-110,000; bonus/equity: eligibility t...
Drive loan and deposit growth
Agency lending
Consultative sales
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

Base: $85,000-110,000; Bonus/Equity: eligibility to earn an annual bonus; 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

Skills & Requirements

Must-have

  • Drive loan and deposit growth
  • Agency Lending
  • Consultative Sales
  • Credit Management
  • Partner-led sales model

Nice-to-have

  • Sophisticated solutions
  • Personalized service
  • Top place to work
  • 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