Accounts Receivables Associate

Wintrust Financial Corporation

Menomonee Falls (WI)

On-site

USD 28,000 - 36,000

Full time

14 days+
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Benefits offered by this job

Medical Insurance
Dental
Vision
Life Insurance
Disability Insurance
Parental Leave
401(k) with company match
FSA
Employee Stock Purchase Plan
Critical Illness Insurance
Accident Insurance
Transit Benefits
Banking Benefits
Pet Insurance
Tuition Reimbursement

Job summary

Wintrust Financial Corporation in Wisconsin seeks an Accounts Receivable Associate, Cash Management, to maintain a client portfolio, build relationships, and ensure accuracy in daily tasks.

In this entry‑level role, you will input payments, prepare reports, provide funding to clients, and support the ACH team, with comprehensive benefits and a competitive hourly rate plus bonus eligibility.

Join a culture that values service, internal promotion, and community banking roots.

Qualifications

  • 1-3 years of accounts receivable experience.
  • Demonstrated abilities to successfully manage a portfolio of clients, exercise/enhance customer service skills and maintain accuracy.
  • Associates degree or equivalent Advanced Computer Skills.

Responsibilities

  • Maintain a portfolio of clients and build relationships with clients and coworkers, ensuring accuracy with established procedures.
  • Input and apply accounts receivable payments.
  • Prepare weekly profit statements for clients and other reports.
  • Provide funding to clients and assist the ACH department with data entry.
  • File paperwork related to their own portfolio in a timely manner.

Skills

Accounts Receivable
Customer Service

Education

Associates degree or equivalent Advanced Computer Skills

Tools

Advanced Computer Skills

Job description

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.”

We are seeking an enthusiastic professional to join our collaborative team as a Business Development/Lead Generator. In this entry‑level role, you’ll have opportunities for growth and the ability to make a great impact on the organization.

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 hourly rate including additional commission pay 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

What you’ll do:

The Accounts Receivable Associate, Cash Management, maintains a portfolio of clients, builds relationships with clients and coworkers and establishes accuracy with a low amount of errors in their day‑to‑day work by following established procedures and guidelines. Maintains stellar customer service with their own clients as well as other clients they may work with in their coworker’s absence. Inputs and applies accounts receivable payments. Prepares weekly profit statements for clients along with various other reports. Provides funding to clients. Assists coworkers on an as needed basis. Files paperwork related to their own portfolio on an ongoing basis, in a timely manner. Assists the ACH dept with data entry related duties.

Qualifications:
  • 1-3 years of accounts receivable experience
  • Demonstrated abilities to successfully manage a portfolio of clients, exercise/enhance customer service skills and maintain accuracy.
  • Associates degree or equivalent Advanced Computer 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 hourly range for this role is $20.19-$26.44, 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.

Equal Opportunity Employer:

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.

Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may be found here Click here for Equal Opportunities.

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