Retail Market Head (Northern IL/WI/FL)
Wintrust Financial Corporation, Rosemont, Illinois, United States
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.”
What You’ll Do Responsible for retail management oversight of multiple charters in Northern IL/WI/FL to improve our overall retail line of business performance. Guides, directs, and coaches Charter Retail Heads and their respective teams to deliver best-in-class sales & service capabilities to help drive superior financial results. Works on WTFC improvement initiatives with both functional departments and other lines of business partners to maximize growth and profitability.
Responsibilities Sales and Service
Responsible for growing/improving all components of retail sales performance as measured by the Retail Scorecard and other supporting reports
Specific focus on core customer household growth, loan growth, and balanced deposit growth while maintaining deposit costs aligned with business expectations
Establish charter/branch specific goals
Work with Charter Retail Heads and Regional/Branch Managers to develop branch plans & sales strategies to achieve growth objectives
Monitor sales results, provide coaching to ensure targets are achieved
Facilitate partnerships with all lines of business
Promote and foster exceptional service at every level of the team to ensure best in class customer service is being provided
Maintain service quality as measured by customer satisfaction surveys and net promoter score
Promote Wintrust and/or local brand as appropriate by establishing and enhancing the banks presence in the local community while also promoting consistent involvement at the charter level
CX/EX
Work in collaboration with dedicated CX/EX leader to maintain our strong culture of customer experience and develop a more consistent employee experience
Talent Management/People Management
Exercise human resource responsibility for personnel supervised including hiring, termination and employee issues
Establish performance goals, make compensation recommendations and continually coach and assess team members for capability
Promote professional growth of employees through planned development activities and experiences for succession development
Create an environment where employees are engaged and aligned to deliver on charter and enterprise goals
Perform on-going assessment of retail talent to ensure employees have received training and support to meet expectations
Manage workforce optimization levels to efficiently staff branches based on volume and increased productivity
Determine optimal mix of roles, skill sets, and experience needed to effectively deliver sales & service and to enable career progression
WTFC Cross-Functional Department Initiatives
Work with Wintrust functional departments on retail improvements.
Work with other Wintrust lines of business on enhancing referrals
Operational Excellence
Ensure team members comply with all bank and regulatory policies and procedures to maintain security and mitigate preventable losses
Respond to audit requests and executive management reporting requirements
Collaborate and work as an effective partner across business lines and throughout enterprise
Resolve escalated matters while operating within assigned authority levels
Manage and prevent exceptions related to new accounts and maintenance
Consistently monitor sales activity to ensure compliance with Wintrust’s Responsible Sales Practices Policy and all other related policies and procedures
Qualifications
10+ years of Retail Banking experience required
Bachelor’s degree preferred
Strong managerial and leadership skills
Excellent customer service, organizational and problem-solving skills
Exemplary interpersonal, verbal and written communication skills
High level knowledge of bank compliance and operations
Successful record of sales excellence
Ability to handle multiple responsibilities simultaneously in a fast-paced environment
Experience in leading business development activities required
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
Compensation The estimated salary range for this role is $169,000 - $228,000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills and experience.
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
#J-18808-Ljbffr
What You’ll Do Responsible for retail management oversight of multiple charters in Northern IL/WI/FL to improve our overall retail line of business performance. Guides, directs, and coaches Charter Retail Heads and their respective teams to deliver best-in-class sales & service capabilities to help drive superior financial results. Works on WTFC improvement initiatives with both functional departments and other lines of business partners to maximize growth and profitability.
Responsibilities Sales and Service
Responsible for growing/improving all components of retail sales performance as measured by the Retail Scorecard and other supporting reports
Specific focus on core customer household growth, loan growth, and balanced deposit growth while maintaining deposit costs aligned with business expectations
Establish charter/branch specific goals
Work with Charter Retail Heads and Regional/Branch Managers to develop branch plans & sales strategies to achieve growth objectives
Monitor sales results, provide coaching to ensure targets are achieved
Facilitate partnerships with all lines of business
Promote and foster exceptional service at every level of the team to ensure best in class customer service is being provided
Maintain service quality as measured by customer satisfaction surveys and net promoter score
Promote Wintrust and/or local brand as appropriate by establishing and enhancing the banks presence in the local community while also promoting consistent involvement at the charter level
CX/EX
Work in collaboration with dedicated CX/EX leader to maintain our strong culture of customer experience and develop a more consistent employee experience
Talent Management/People Management
Exercise human resource responsibility for personnel supervised including hiring, termination and employee issues
Establish performance goals, make compensation recommendations and continually coach and assess team members for capability
Promote professional growth of employees through planned development activities and experiences for succession development
Create an environment where employees are engaged and aligned to deliver on charter and enterprise goals
Perform on-going assessment of retail talent to ensure employees have received training and support to meet expectations
Manage workforce optimization levels to efficiently staff branches based on volume and increased productivity
Determine optimal mix of roles, skill sets, and experience needed to effectively deliver sales & service and to enable career progression
WTFC Cross-Functional Department Initiatives
Work with Wintrust functional departments on retail improvements.
Work with other Wintrust lines of business on enhancing referrals
Operational Excellence
Ensure team members comply with all bank and regulatory policies and procedures to maintain security and mitigate preventable losses
Respond to audit requests and executive management reporting requirements
Collaborate and work as an effective partner across business lines and throughout enterprise
Resolve escalated matters while operating within assigned authority levels
Manage and prevent exceptions related to new accounts and maintenance
Consistently monitor sales activity to ensure compliance with Wintrust’s Responsible Sales Practices Policy and all other related policies and procedures
Qualifications
10+ years of Retail Banking experience required
Bachelor’s degree preferred
Strong managerial and leadership skills
Excellent customer service, organizational and problem-solving skills
Exemplary interpersonal, verbal and written communication skills
High level knowledge of bank compliance and operations
Successful record of sales excellence
Ability to handle multiple responsibilities simultaneously in a fast-paced environment
Experience in leading business development activities required
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
Compensation The estimated salary range for this role is $169,000 - $228,000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills and experience.
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
#J-18808-Ljbffr