Wintrust
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."
The
Client Support Professional
provides high touch support to Commercial clients, focusing on treasury management services and commercial loan support. The candidate must be well organized and will be serving as a liaison between internal contacts such as Loan Operations, Treasury Management and Deposit Operations.
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 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
Why join this team?
We are a high performing, collaborative, and diverse team focused on growing the business by providing excellent service to clients
Our team is focused on growing and learning together
We have a culture that encourages an entrepreneurial spirit
We offer multiple opportunities for development and upward mobility
Position Overview
Provide a high touch support to commercial clients focusing on treasury management services and commercial loan support. Responsible for financial transactions and procedures involving loans, accounts, wires and ACH.
Responsibilities
Provide depository, treasury management and administrative support for the commercial lenders and portfolios managers
Process daily customer requests via phone and/or system such as account opening and onboarding the relationship, balance inquiries, wire processing, advances, ACH and transfers, payoffs and pay downs on loans
Look for cross sell and add on service opportunities (CD's, Max Safe, Positive Pay, ACH, etc.) when speaking with customers. Refer those opportunities to the TM Sales Officer and Account Officer
Assist customers with basic online banking/treasury service support. Submitting Salesforce cases for treasury maintenance requests and wire agreement updates
Prioritize fraud notifications and coordinate action plan with client, Fraud Team, Account Officer, TM Sales and CDO
Obtain appropriate approvals needed to process temporary ACH and Wire limit increases in time sensitive situations
Troubleshoot and investigate customer issues and onboard new clients.
Generate, review and address overdrafts daily
Support Relationship Managers by answering calls, data entry, tracking vendor invoices and gathering information to resolve issues or complete projects
Ensure all regulatory and compliance requirements are met
Qualifications:
Experience: Minimum 3-5 years banking experience
Education: Bachelor's Degree preferred
Proficient in MS Office including Excel and Word; familiarity with FIS, Salesforce, and/or ACBS a plus
A strong knowledge of account opening, wire procedures, treasury management and assisting commercial loan servicing a plus
Elevated level of organization and time-management with keen diligence and the ability to respond quickly to changes in priorities and tasks
Knowledge and understanding of various loan documents, banking processing standards, best practices, and audit control procedures
Exceptional customer service skills
Strong verbal and written communication skills
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 $22.58 - $28.85 hr. 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
#LI-HYBRID
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.
The
Client Support Professional
provides high touch support to Commercial clients, focusing on treasury management services and commercial loan support. The candidate must be well organized and will be serving as a liaison between internal contacts such as Loan Operations, Treasury Management and Deposit Operations.
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 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
Why join this team?
We are a high performing, collaborative, and diverse team focused on growing the business by providing excellent service to clients
Our team is focused on growing and learning together
We have a culture that encourages an entrepreneurial spirit
We offer multiple opportunities for development and upward mobility
Position Overview
Provide a high touch support to commercial clients focusing on treasury management services and commercial loan support. Responsible for financial transactions and procedures involving loans, accounts, wires and ACH.
Responsibilities
Provide depository, treasury management and administrative support for the commercial lenders and portfolios managers
Process daily customer requests via phone and/or system such as account opening and onboarding the relationship, balance inquiries, wire processing, advances, ACH and transfers, payoffs and pay downs on loans
Look for cross sell and add on service opportunities (CD's, Max Safe, Positive Pay, ACH, etc.) when speaking with customers. Refer those opportunities to the TM Sales Officer and Account Officer
Assist customers with basic online banking/treasury service support. Submitting Salesforce cases for treasury maintenance requests and wire agreement updates
Prioritize fraud notifications and coordinate action plan with client, Fraud Team, Account Officer, TM Sales and CDO
Obtain appropriate approvals needed to process temporary ACH and Wire limit increases in time sensitive situations
Troubleshoot and investigate customer issues and onboard new clients.
Generate, review and address overdrafts daily
Support Relationship Managers by answering calls, data entry, tracking vendor invoices and gathering information to resolve issues or complete projects
Ensure all regulatory and compliance requirements are met
Qualifications:
Experience: Minimum 3-5 years banking experience
Education: Bachelor's Degree preferred
Proficient in MS Office including Excel and Word; familiarity with FIS, Salesforce, and/or ACBS a plus
A strong knowledge of account opening, wire procedures, treasury management and assisting commercial loan servicing a plus
Elevated level of organization and time-management with keen diligence and the ability to respond quickly to changes in priorities and tasks
Knowledge and understanding of various loan documents, banking processing standards, best practices, and audit control procedures
Exceptional customer service skills
Strong verbal and written communication skills
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 $22.58 - $28.85 hr. 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
#LI-HYBRID
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.