Client Support Professional

Posted 2 Days Ago
Be an Early Applicant
Holland, MI, USA
Hybrid
24-31 Hourly
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
Provides high-touch support to commercial banking clients and administrative support to lenders. Processes account openings, inquiries, wires, transfers, loan advances, payoffs, and paydowns; troubleshoots issues, onboards clients, prepares loan packages, performs data entry, tracks invoices, gathers information, and ensures regulatory compliance.
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 8 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


What You’ll Do:

 

  • The Client Service Professional provides high touch support to commercial clients, ensuring exceptional customer experience, by serving as a liaison between internal contacts such as Loan Ops, Treasury Management and Deposit Operations.
  • Provide administrative support for a team of Lenders with standard portfolios within a specific market
  • Process daily customer requests via phone and/or system such as account opening, balance inquiries, wire processing, advances, transfers, payoffs and pay downs on loans
  • Troubleshoot and investigate customer issues and onboard new clients
  • Support Relationship Managers by answering calls, preparing loan packages, data entry, tracking vendor invoices and gathering information to resolve issues or complete projects
  • Ensure all regulatory and compliance requirements are met

 

Qualifications:

 

  • Minimum 3-5 years’ banking experience with strong knowledge of account opening, commercial loan servicing a plus
  • Exceptional customer service skills
  • Strong verbal and written communication skills
  • High level of organization and time-management with keen attention to detail and the ability to respond quickly to changes in priorities and tasks
  • Proficient in MS Office including Excel and Word; familiarity with FIS, Salesforce, and/or ACBS a plus
  • Knowledge and understanding of various loan documents, banking processing standards, best practices, and audit control procedures

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 hourly salary range for this role is $24.04 - $31.25 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.

Skills Required

  • 3-5 years of banking experience
  • Strong knowledge of account opening
  • Commercial loan servicing experience
  • Exceptional customer service skills
  • Strong verbal and written communication skills
  • Strong organization and time-management skills
  • Keen attention to detail
  • Ability to respond quickly to changing priorities and tasks
  • Proficiency in Microsoft Office, including Excel and Word
  • Familiarity with FIS, Salesforce, or ACBS
  • Knowledge of loan documents and banking processing standards
  • Knowledge of banking best practices and audit control procedures

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

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

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.

Gallery

Gallery

Similar Jobs

Hilton Logo Hilton

Sales Manager

Software • Hospitality
In-Office
Detroit, MI, USA
121228 Employees
Remote or Hybrid
2 Locations
175633 Employees
167K-280K Annually
Remote or Hybrid
2 Locations
175633 Employees
150K-250K Annually

Spectrum Logo Spectrum

Account Executive

Information Technology • Internet of Things • Mobile • On-Demand • Software
In-Office
Traverse City, MI, USA
100000 Employees

Similar Companies Hiring

Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees
Blee Thumbnail
Artificial Intelligence • Marketing Tech • Software
New York, New York
30 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account