Client Service Professional (Central Region)

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

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

Disability Insurance

Parental Leave

EAP

401(k) with company match

FSA

Employee Stock Purchase Plan

Critical Illness Insurance

Accident Insurance

Transportation and Commuting Benefits

Banking Benefits

Pet Insurance

Job summary

Wintrust Financial Corporation is seeking a Client Service Professional in Chicago to deliver high-touch support to commercial clients. You will coordinate with Deposit Operations, Loan Operations, Treasury Management, Private Client, Investments, and Retail Banking to ensure a seamless experience.

You will handle daily requests, maintain product knowledge, and uphold regulatory standards while delivering accurate, timely service and solutions.

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.
• Proficient in core banking platforms such as FIS, FCM, and Salesforce preferred.

Responsibilities

• Serve as the frontline primary point of contact for clients, providing exceptional day-to-day service and solutions.
• Act as a liaison between Commercial Bankers and key internal partners to meet client needs.
• Process daily customer requests via phone or system (account opening, wire processing, transfers, loan pay downs).
• Maintain working knowledge of Wintrust products, policies, and processes for accurate information.
• Provide up-to-date information and resources to clients as needed.
• Ensure all regulatory and compliance requirements are met.

Skills

Customer service

Verbal & written communication

Microsoft Office

Tools

FIS

FCM

Salesforce

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.”

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 culture

The 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.