Client Service Professional (Northwest Region)

Wintrust Financial Corporation; Illinois; On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

Disability Insurance

Parental Leave

401(k) with company match

FSAs

Job summary

Wintrust Financial Corporation in Rosemont, IL, is seeking a Client Service Professional to serve as the frontline contact for commercial clients, delivering high-touch service and solutions by coordinating with Deposit Operations, Loan Operations, Treasury Management, Private Client, Investments, and Retail Banking.

The role requires 1–3 years of customer service experience, proficiency with Microsoft Office, and familiarity with core banking platforms like FIS, FCM, and Salesforce.

Qualifications

• 1-3 years of customer service experience, retail or commercial banking preferred.
• High School Degree or equivalent.
• 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.
• Ability to manage multiple workflows and prioritize competing demands.
• Proficient in core banking platforms such as FIS, FCM, and Salesforce preferred.

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

Verbal communication

Written communication

Time management

Education

High School Diploma or equivalent

Tools

Microsoft Office

FIS

FCM

Salesforce

Job description

## Client Service Professional (Northwest Region)Apply: Rosemont, IL: Full time: Posted Today: 261714Wintrust 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.” 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.* High School Degree or equivalent.* 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.* 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 salary for this role is $50,000 - $65,000 along with eligibility to earn an annual bonus. Actual pay rate 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.