Client Support Professional
:
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.
Why join us:
- An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years).
- Competitive pay and annual discretionary bonus eligible.
- Comprehensive benefits 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 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
- Opportunity to refine skills, learn from experienced professionals, and contribute to delivering exceptional experiences to customers
What you will do
- Responsible for the customer experience by providing high-touch support to Commercial clients by liaising with internal contacts such as Loan Ops, Treasury Management, and Deposit Operations.
- Provides Administrative Support for 3-5 Lenders on more complex portfolios within a specific market. Key Accountabilities:
- Handle daily customer requests via phone and system, such as account opening, balance inquiries, and wire processing.
- Perform advances, transfers, payoffs, and paydowns on loans.
- Troubleshoot and investigate customer issues and onboard new clients.
- Support Relationship Managers by answering calls, preparing packages, data entry, tracking vendor invoices, and gathering information to resolve issues or complete projects.
Qualifications
- Experience: 5-7 years
- Related Experience: Previous C&I or CRE Customer Support experience required
- Education: High School Degree or equivalent
- Problem-Solving: Resolves non-routine problems with specialized knowledge
- Knowledge: Applies fundamental concepts
- Discretion: Follows standard practices and procedures
- Supervision: Individual Contributor
- Complexity Scope: Responsible for projects with defined scope
- Computer Skills: General computer skills
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 be Chicago's Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
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