Jason Torkel
Relationship Banker at Wintrust Financial Corporation | Lemont, Illinois, United States
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Jason Torkel currently serves as a Relationship Banker at Wintrust Financial Corporation, where he leverages over 18 years of comprehensive experience in client relationship management and financial services. In this role, Jason is instrumental in providing personalized banking solutions tailored to meet the unique needs and financial goals of both individual and business clients. His deep product knowledge spans a wide array of financial offerings, including savings and checking accounts, loans, investment products, and debt management strategies, enabling him to deliver holistic financial guidance that fosters long-term client trust and satisfaction.
At Wintrust, Jason actively utilizes advanced tools such as Salesforce, FIS, and Terafina to analyze client portfolios, assess financial health, and craft customized recommendations. His expertise in analyzing data and interpreting client financial information allows him to identify opportunities for growth, optimize budgeting strategies, and recommend appropriate investment or debt solutions. This analytical approach, combined with his strong communication skills, ensures that clients are well-informed and confident in their financial decisions.
Beyond his technical proficiency, Jason excels in building rapport and maintaining strong client relationships through effective communication, active listening, and a genuine commitment to client success. His ability to translate complex financial concepts into clear, actionable advice has consistently resulted in exceeding client expectations and achieving sales goals. With a focus on delivering exceptional customer service and fostering trust, Jason Torkel continues to be a valuable asset at Wintrust Financial Corporation, driving both client satisfaction and organizational growth through his versatile skill set and industry expertise.
Relationship Banker at Wintrust Financial Corporation in October 2024 to Present
CX Customer Insights Coordinator at FTD in April 2021 to June 2024
Distribution Coordinator at FTD in June 2014 to April 2021
Real-Time Specialist at FTD in April 2012 to June 2014
Customer Service Representative at FTD in October 2010 to April 2012
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Joliet Junior College, August 2026
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Customer Service Representatives
Problem Solving
Dispute Resolution
Call Center Administration
Email Management
Communication
Calendaring
Timelines
Regulatory Guidelines
Product Knowledge
Handle Multiple Projects
Grammar
Writing
Confidentiality
Software Updates
Online Data Entry
Database Management System (DBMS)
Attention to Detail
Adobe Photoshop
Presentations
Relationship Building
Written Communication
Membership Retention
Conflict Management
Account Management
Analytical Skills
Microsoft Office
Customer Service
Microsoft Excel
Leadership
Microsoft Word
Research
Microsoft PowerPoint
Sales
Social Media
Data Analysis
Windows
Time Management
English
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Discover more about Wintrust Financial CorporationWhat is Jason Torkel email address?
Email Jason Torkel at [email protected], [email protected] and [email protected]. This email is the most updated Jason Torkel's email found in 2026.
What is Jason Torkel phone number?
Jason Torkel phone number is 8152107031.
How to contact Jason Torkel?
To contact Jason Torkel send an email to [email protected], [email protected] or [email protected]. If you want to call Jason Torkel try calling on 8152107031. (updated on May 05, 2025)
What company does Jason Torkel work for?
Jason Torkel works for Wintrust Financial Corporation
What is Jason Torkel's role at Wintrust Financial Corporation?
Jason Torkel is Relationship Banker
What industry does Jason Torkel work in?
Jason Torkel works in the Consumer Services industry.
Jason Torkel Email Addresses
Jason Torkel Phone Numbers
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