Client Support Professional - Itasca, IL

Reposted 4 Days Ago
Be an Early Applicant
Itasca, IL, USA
In-Office
50K-66K Annually
Mid level
Fintech • Information Technology • Marketing Tech • Financial Services
Committed to being an employer of choice through strong principles, shared values, and distinctive culture.
The Role
The Client Support Professional provides high-touch support to commercial clients, ensuring exceptional customer experience by managing requests and troubleshooting issues.
Summary Generated by Built In

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 annual discretionary 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

  • Promote from within culture

The Client Support Professional provides high touch support to commercial clients, ensuring an exceptional customer experience, by serving as a liaison between internal contacts such as Loan Ops, Treasury Management and Deposit Operations.

What You’ll Do

  • Handle daily customer requests via phone and/or system such as account opening, balance inquiries, wire processing

  • Perform advances, transfers, payoffs and pay downs on loan

  • Troubleshoot and investigate customer issues and onboard new clients

  • Support Relationship Managers by answering calls, preparing packages, data entry, and gathering information to resolve issues or complete projects.

  • Manages requests from Treasury Management related to bill pay, ACH and wire limit increases

  • Ensure all regulatory and compliance requirements are met

Qualifications

  • Minimum 3 years’ banking experience with strong knowledge of account opening, commercial loan servicing preferred

  • Exceptional customer service skills; strong verbal and written communication skills

  • Knowledge and understanding of various loan documents, banking processing standards, best practices, and audit control procedures

  • High level of organization and time-management with keen attention to detail and the ability to respond quickly to changes in priorities and tasks

  • High school diploma required; Bachelor’s degree preferred

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 $50,000-$65,000, 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.

Skills Required

  • Minimum 3 years banking experience
  • Strong knowledge of account opening and commercial loan servicing
  • Exceptional customer service skills
  • Strong verbal and written communication skills
  • Knowledge of various loan documents and banking standards
  • High level of organization and time-management
  • High school diploma
  • Bachelor's degree

Wintrust Financial Corporation Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wintrust Financial Corporation and has not been reviewed or approved by Wintrust Financial Corporation.

  • Affordable Benefits Employer covers a large share of medical premiums, making health coverage comparatively low cost. Plan options are broad and pair with HSA/FSA choices and wellbeing programs.
  • Parental & Family Support Paid maternity, parental, and adoption leave are structured and fully paid, with backup childcare access through Bright Horizons. Adoption assistance and family support resources further strengthen caregiving support.
  • Retirement Support A 401(k) with a company match and an employee stock purchase plan provide multiple savings and ownership avenues. Match mechanics and plan access are noted features of the total rewards offering.

Wintrust Financial Corporation Insights

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The Company
HQ: Rosemont, IL
5,284 Employees
Year Founded: 1991

What We Do

Wintrust Financial (Wintrust) is a financial services holding company based in Rosemont, Illinois, with $50 billion in assets. Wintrust engages in the business of providing traditional community banking services, wealth management services, commercial insurance premium financing, mortgage origination and more.

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