Client Service Professional (Central Region)

Wintrust Financial Corp.; Chicago (IL); On-site; USD 33,000 - 43,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life Insurance

Disability Insurance

401(k) with company match

Tuition Reimbursement

Flexible Spending Account

Employee Stock Purchase Plan

Job summary

Wintrust Financial Corp. in Chicago, IL, seeks a Client Service Professional for the Central Region to deliver high-touch service to commercial clients and act as a liaison between bankers and internal teams.

The role processes daily requests, maintains product knowledge, and ensures regulatory compliance while prioritizing accuracy and timely responses. You will collaborate with Deposit Operations, Loan Operations, Treasury Management, Private Client, Investments, and Retail Banking to meet

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.
• Exceptional verbal and written communication skills.
• Prior experience collaborating with cross-functional teams to ensure a seamless client experience.
• Ability to manage multiple workflows and prioritize competing demands.

Responsibilities

• Serve as the frontline primary point of contact for clients, providing exceptional day-to-day service, support, and solutions to ensure client satisfaction and retention.
• Act 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.
• Process daily customer requests via phone and/or system such as account opening, troubleshooting, wire processing, advances, transfers, and pay downs on loans.
• Maintain working knowledge of Wintrust products, services, policy, and processes while providing accurate, up-to-date information to clients as needed.
• Ensure all regulatory and compliance requirements are met.

Skills

Customer service

Microsoft Office

Verbal communication

Written communication

Cross-functional collaboration

Teamwork

Multitasking

Tools

FIS

FCM

Salesforce

Job description

## Client Service Professional (Central Region)Apply: Chicago, IL: Full time: Posted 2 Days Ago: 261829Wintrust 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 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 200+ community bank locations, we offer opportunities to grow and develop in your career* Promote from within cultureThe **Client Service Professional** provides high touch support to commercial clients, ensuring an exceptional customer experience, by serving as a liaison between the banker and key internal partners including Deposit Operations, Loan Operations, Treasury Management, Private Client, Investments, and Retail Banking. **What You’ll Do:** * 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. **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.* Ability to work in a team-oriented environment while maintaining individual accountability.* Flexibility to adapt to changing priorities and workloads, especially during high-demand periods.* Ability to manage multiple workflows and prioritize competing demands.* Proficient in core banking platforms such as FIS, FCM, and Salesforce 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 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.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.