Client Success Specialist - Banking

Wintrust Financial Corporation; Rosemont (IL); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

401(k) with company match

Tuition reimbursement

Job summary

Wintrust Financial Corporation seeks a customer service professional to be the primary contact for day-to-day client inquiries via phone and email, supporting cross-functional teams to resolve issues. This role emphasizes relationship building, product knowledge, and timely responses with opportunities for bonus eligibility.

Wintrust offers medical, dental, vision, life insurance, 401(k) with company match, and tuition reimbursement.

Qualifications

• 1-3 years of customer service experience, banking preferred.
• Proficient in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
• Exceptional verbal and written communication skills.

Responsibilities

• Serve as the primary point of contact for day-to-day client inquiries via phone and email.
• Coordinate with cross-functional teams to research and resolve client inquiries and problems.
• Build and maintain positive relationships with clients to support retention and satisfaction.
• Understand client needs and proactively offer solutions or resources.
• Maintain working knowledge of Wintrust products, services, policy, and processes.
• Provide accurate, up-to-date information and resources to clients as needed.
• Participate in training and development to improve skills and stay current with product updates.

Skills

Customer service

Communication

Multitasking

Teamwork

MS Office

Education

High School Degree

Tools

FIS

FCM

Salesforce

Job description

Wintrust Financial Corporation seeks a customer service professional to be the primary contact for day-to-day client inquiries via phone and email, supporting cross-functional teams to resolve issues. This role emphasizes relationship building, product knowledge, and timely responses with opportunities for bonus eligibility.

Wintrust offers medical, dental, vision, life insurance, 401(k) with company match, and tuition reimbursement.