AR & Cash Management Specialist

Wintrust Financial Corporation; Menomonee Falls (WI); On-site; USD 28,000 - 36,000; Full time

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 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.