Client Service Specialist - Commercial Banking

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

401(k) with company match

Parental Leave

EAP

Stock Purchase Plan

Job summary

Wintrust Financial Corp. in Chicago seeks a Client Service Professional to deliver high-touch service to commercial clients, coordinating with Deposit Operations, Loan Operations, Treasury Management, Private Client, Investments, and Retail Banking.

You will process daily customer requests and maintain current product knowledge to support accurate information and timely solutions. The role emphasizes service, accuracy, and cross-functional collaboration, with a focus on compliance and customer

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.

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

Communication skills

Team collaboration

Cross-functional collaboration

Tools

Microsoft Office Suite

FIS

FCM

Salesforce

Job description

Wintrust Financial Corp. in Chicago seeks a Client Service Professional to deliver high-touch service to commercial clients, coordinating with Deposit Operations, Loan Operations, Treasury Management, Private Client, Investments, and Retail Banking.

You will process daily customer requests and maintain current product knowledge to support accurate information and timely solutions. The role emphasizes service, accuracy, and cross-functional collaboration, with a focus on compliance and customer