HSA & TPA Relationship Manager (Finance)
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 10 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 175+ community bank locations, we offer opportunities to grow and develop in your career
- Promote from within culture
Why join this team?
- We have a culture that encourages an entrepreneurial spirit
- We offer multiple opportunities for development and upward mobility
Job Description Summary
The Relationship Manager is responsible for overseeing the day-to-day administration and management of Workplace Solutions clients. The products include HSA, FSA, HRA, LSA, and Commuter Benefits. This role involves ensuring compliance with regulations, providing exceptional customer service, and optimizing account performance. The ideal candidate will have strong experience with spending accounts, financial acumen, attention to detail, and excellent written and communication skills. It's expected that the role will wear multiple hats and assist as needed with other aspects of the team.
What You'll Do
- Work with the account manager on questions about the day-to-day functions of existing clients
- Conduct client meetings as needed to service client needs
- Maintain strict protocols for following up with clients and proactively engage with clients to ensure satisfaction
- Identify potential servicing issues and work with their account manager on strategy and resolution
- Conduct strategy and QBR client meetings
- Provide or coordinate product training as required to clients to ensure effective utilization of services
- Build trusted relationships with clients, partners, and internal Wintrust team members
- Follows through with meeting identified needs and/or escalates to management level
- Identify opportunities for improving processes and workflows.
- Works with product team to Implement enhancements to increase efficiency and customer satisfaction
- Identify growth/cross-sell opportunities within Wintrust
- Collaborate with other Workplace Solution teammates and assist where needed; e.g. testing, documentation, RFPs, enrollment meetings, sales support, etc…
Knowledge/Skills/Background/Experience
- 5+ years experience with spending accounts - HSA, FSA, HRA
- Ability to travel when needed
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 $87,000 - 110,000, along with eligibility to earn production bonuses. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience
#LI-REMOTE
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.
