Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Banker III

$141k - $190k

Wintrust Financial

Wintrust Financial Corporation

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

Position Overview:

Wintrust Bank is looking for a dynamic and entrepreneurial senior level banker to join our Wealth Services team. The right individual will have 7+ years of experience cultivating new client relationships and actively strengthening existing client relationships through customized banking and lending solutions.

This specific role collaborates with related internal partners across all lines of business to identify and bring focus to the lending and deposit needs of private clients.

What You'll Do:

  • Maintain and develop existing portfolio by assessing and supporting all banking and customized lending solution needs of high-net-worth clients with the ultimate goal of profitable growth.
  • Explore new opportunities to develop relationships through creative solutions that can be both credit and non-credit and also through leveraging other business partners.
  • Negotiate proper loan structure and effectively cross sell products
  • Maintains comprehensive understanding of current lending products offered in the market and keeps informed of all relevant industry trends and practices.
  • Ensure consistency in deal structuring to bridge client needs to appropriate risk mitigation through detailed analysis and credit underwriting. Responsibilities may include presenting at Loan Committee and acting as quarterback to drive deals through the underwriting and closing process.
  • Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans
  • Collaborate with peers, and mentor junior team members, as part of a team to ensure delivery of superior client service.

Qualifications:

  • Minimum of 7 years of experience developing and managing relationships with high-net-worth clients plus hands-on experience in applying deep credit expertise, working knowledge of investment portfolios and trust solutions.
  • Demonstrated experience working in a team environment, introducing the appropriate partners and suite of investment, trust, and banking solutions to high-net-worth individuals, families, and institutions.
  • Ability to apply credit expertise, identify risk and complete necessary analysis and documentation to achieve credit actions
  • Formal credit training a plus
  • College Degree / Business, Finance, Accounting, Real Estate, Economics preferred
  • Proficiency in Microsoft Office products

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 $141,000 - $190,000, 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.

Wintrust Financial
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Private Client Banker III in Milwaukee, WI vacancy
  • $250k

     ...Private Banker Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their... 
    Private client

    Old National Bancorp

    Milwaukee, WI
    3 days ago
  •  ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion... 
    Private client
    Immediate start
    Afternoon shift

    Chase

    Brookfield, WI
    5 days ago
  •  ...infrastructure consulting firm, partnering with clients to solve the world's most complex...  ...position of Civil Engineering Technician III in the Transportation Department in Stevens...  .... Our teams partner with public- and private-sector clients to create innovative, sustainable... 
    Private client
    For contractors
    Work at office
    Local area
    Worldwide
    Home office
    Night shift

    AECOM

    Milwaukee, WI
    3 days ago
  • $100.4k - $203k

    OverviewOld National Bank has been serving clients and communities since 1834. With over $70...  ..., estate or trust services, and private banking who are focused on preserving and...  ...specialists within the Wealth Group (i.e., Private Bankers, Portfolio Managers, Planners, RPS... 
    Suggested

    Old National Bank

    Milwaukee, WI
    2 days ago
  •  ...J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor in Wisconsin to provide comprehensive planning and personalized investment solutions to individuals and families. You will build a book of business, rely on relationship-building skills, and... 
    Private client

    Testing Site - JPMC

    Fox Point, WI
    4 days ago
  •  ...Lines Producer to drive profitable growth through new business development and strategic relationship management. You will advise clients on personal risk exposures and leverage Brown & Brown’s carrier relationships and national platform to deliver exceptional client outcomes... 
    Private client

    Brown & Brown

    Milwaukee, WI
    3 days ago
  • $61.6k - $73.5k

     ...is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people...  ...worth families, closely held businesses, estates, trusts and private foundations Developing strong working relationships with clients... 
    Private client
    Full time
    Work experience placement
    Work at office
    Local area

    RSM

    Milwaukee, WI
    3 days ago
  •  ...Financial Advisor | Private WealthLaunch Your Wealth Management Career with an Established Client BaseWork Model: This role is onsite at our Madison, WI OR Brookfield location.More Than a Bank. A Comprehensive Private Wealth Team.While banking is part of our name, First... 
    Private client
    Bank staff

    First Business Bank

    Brookfield, WI
    4 days ago
  •  ...high-net-worth families and family office clients? As a Senior Manager on our Family Office...  ...individuals, trusts, partnerships, LLCs, private investments, and family-owned operating...  ...Collaborate with attorneys, investment advisors, bankers, insurance professionals, and other... 
    Private client
    Full time
    Contract work
    Work at office

    Cohen & Company

    Milwaukee, WI
    1 day ago
  • $118.96k - $178.44k

     ...Strategic Planning Strategies' subscribers and their high-net-worth clients, the Wealth Planning Analyst will be a dedicated resource and...  ...environment.What You'll Do:Collaboration with team members and Private Client Group advisors to build financial plans with an emphasis... 
    Private client

    Northwestern Mutual

    Milwaukee, WI
    3 days ago
  •  ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Milwaukee, WI
    5 days ago
  •  ...GeneralistLocation: Milwaukee, WI, United States; Madison, WI, United StatesSchedule: Full timePosted: 2026-08-18Closes: 2027-08-18Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving... 
    Private client
    Private practice
    Work at office

    BDO International

    Milwaukee, WI
    4 days ago
  •  ...Private Asset Management InternPrivate Asset Management (PAM) is a group within Baird Private Wealth Management that provides investment...  ...around academic commitments.The Impact You'll Make:Assist Client Service, Data and Operations teams with preparing monthly and/or... 
    Private client
    Full time
    Part time
    Summer work
    Internship
    Summer internship
    Work at office
    Local area
    Immediate start
    Monday to Friday

    Baird

    Milwaukee, WI
    1 day ago
  • $128k - $252.5k

     ...Summary Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational...  ...are looking to work on complex transactions with corporate and private equity clients, this role offers the opportunity to support finance... 
    Private client
    Local area

    Deloitte

    Milwaukee, WI
    5 days ago
  •  ...Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other... 
    Private client
    Private practice
    Work at office

    BDO International

    Milwaukee, WI
    3 days ago
  •  ...environment. You will collaborate with experienced geologists and engineers, develop field and technical skills, and contribute to multidisciplinary projects for public and private clients. The role begins ASAP with a hybrid in‑office schedule in Milwaukee. #J-18808-Ljbffr
    Private client
    Work at office
    Immediate start

    AECO Co

    Milwaukee, WI
    3 days ago
  •  ...GeneralistLocation: Milwaukee, WI, United States; Madison, WI, United StatesSchedule: Full timePosted: 2026-08-18Closes: 2027-08-18Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving... 
    Private client
    Private practice
    Work at office

    BDO International

    Milwaukee, WI
    4 days ago
  •  ...budgets, and other proposal documentsDevelop, maintain, and grow a client list in your area(s) of expertisePerforming other duties as...  ...infrastructure &/ or land developmentExperience with public and private sector clients and projectsExperience in various civil design... 
    Private client
    Contract work
    Temporary work
    Local area

    Bloom Companies

    Milwaukee, WI
    3 days ago
  • $22.85 - $31.41 per hour

     ...world's trusted infrastructure consulting firm, partnering with clients to solve the world's most complex challenges and build legacies...  ...and buildings. Our teams partner with public- and private-sector clients to create innovative, sustainable and resilient... 
    Private client
    Hourly pay
    Internship
    Work at office
    Local area
    Worldwide
    Relocation package
    Flexible hours

    AECOM

    Milwaukee, WI
    1 day ago
  • $17 - $28.96 per hour

     ...and hiring process. Associated Bank conducts a thorough background check on all new hires. Join Associated Bank as a Relationship Banker, where you’ll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career. In... 
    Hourly pay

    Associated Banc-Corp

    Whitefish Bay, WI
    3 days ago
  • $23.75 - $29.03 per hour

     ...excel at—all from Day One. Job Description Relationship Bankers build relationships with customers, engaging them via multiple...  ...possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to... 
    Temporary work
    Local area

    U.S. Bank

    Milwaukee, WI
    3 days ago
  •  ...Wintrust Financial Corporation is seeking a Relationship Banker in Wisconsin to build lasting customer relationships, identify financial needs, and connect clients with Mortgage and Wealth Management experts. You will also handle teller duties, open accounts, and support... 
    Seasonal work
    Shift work

    Wintrust Financial

    Milwaukee, WI
    3 days ago
  • $22 - $28 per hour

     ...personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in...  ...top talent to join Wisconsin’s Bank® as a full-time Relationship Banker! Why join us? An award-winning culture! We are rated a... 
    Hourly pay
    Full time
    Temporary work
    Flexible hours
    Shift work

    Wintrust Financial

    Milwaukee, WI
    2 days ago
  • $23.75 - $29.03 per hour

     ...Job TitleRelationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment...  ...counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers... 

    U.S. Bank

    Greendale, WI
    1 day ago
  •  ...PNC is seeking a Personal Banker based at the West Allis Branch to acquire and deepen the customer base through proactive sales and service activities. You will deliver a best-in-class customer experience and identify opportunities to improve customers' financial wellbeing... 

    PNC

    West Allis, WI
    4 days ago
  • $41.5k - $65.5k

     ...investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. Supports customer... 
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Wauwatosa, WI
    1 day ago
  •  ...Associated Bank is hiring a Relationship Banker in Milwaukee, WI. In this role you’ll deliver outstanding service, process transactions, open new accounts, and help customers with their financial goals. You’ll partner with specialists to provide comprehensive solutions... 

    Associated Banc-Corp

    Milwaukee, WI
    3 days ago
  •  ...Tri City National Bank is seeking a Relationship Banker to deliver exceptional customer service, build lasting customer relationships, and support branch goals. You will handle deposits, withdrawals, openings, and other transactions with accuracy, while promoting banking... 

    Tri City National Bank

    West Milwaukee, WI
    5 days ago
  •  ...seeking a Retail Banking Sales & Service professional to deliver exceptional customer service, identify customer needs, and guide clients to financial solutions across banking channels. You will engage with customers to complete needs assessments and recommend tailored... 

    Bmo

    Milwaukee, WI
    1 day ago
  • $22 - $28 per hour

     ...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... 
    Hourly pay
    Temporary work
    Flexible hours
    Shift work

    Town Bank, N.A.

    Whitefish Bay, WI
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Banker III. Be the first to apply!