Client Experience Specialist - Commercial Banking (West)

Wintrust Financial Corporation; Glen Ellyn (IL); On-site; USD 33,000 - 43,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

401(k)

Tuition reimbursement

Job summary

Wintrust Financial Corporation is seeking a Client Service Professional in Glen Ellyn, IL. The role focuses on delivering high-touch service to commercial clients, acting as the bridge between bankers and internal teams to ensure client needs are met accurately and timely.

You will handle daily requests by phone or system, maintain knowledge of products, and ensure compliance throughout service delivery, with an emphasis on customer satisfaction and retention.

Qualifications

• 1-3 years of customer service experience, retail or commercial banking preferred.
• Proficient in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
• Ability to work within deadlines and prioritize projects.
• A self-motivated employee and an effective team player.
• Exceptional verbal and written communication skills.
• Prior experience collaborating with cross-functional teams to ensure a seamless client experience.

Responsibilities

• Serving as the frontline primary point of contact for clients, providing exceptional day-to-day service, support, and solutions to ensure client satisfaction and retention.
• Acting as a liaison between Commercial Bankers and key internal partners to ensure each client’s needs are met efficiently and consistently while maintaining a strong focus on service, accuracy, and communication.
• Processing daily customer requests via phone and/or system such as account opening, troubleshooting, wire processing, advances, transfers, and pay downs on loans.
• Maintaining working knowledge of Wintrust products, services, policy, and processes while providing accurate, up-to-date information, and resources to clients as needed.
• Ensuring all regulatory and compliance requirements are met.

Skills

Customer service

Microsoft Office

Communication

Teamwork

Multi-tasking

Time management

Adaptability

Problem solving

Cross-functional collaboration

Tools

FIS

FCM

Salesforce

Job description

Wintrust Financial Corporation is seeking a Client Service Professional in Glen Ellyn, IL. The role focuses on delivering high-touch service to commercial clients, acting as the bridge between bankers and internal teams to ensure client needs are met accurately and timely.

You will handle daily requests by phone or system, maintain knowledge of products, and ensure compliance throughout service delivery, with an emphasis on customer satisfaction and retention.