Client Support Professional

Wintrust Bank, N.A.; Chicago (IL); 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 match

Stock Purchase Plan

Job summary

Wintrust Financial Corp. in Chicago seeks a Client Support Professional to be the primary contact for clients, delivering timely, accurate, and exceptional service.

This role supports Private Client Bankers and lenders in a fast-paced environment, handling inquiries and processing transactions with care. Ideal candidates have a High School Degree and 3+ years in financial services, with strong MS Word/Excel/Outlook experience and a customer-first mindset.

Qualifications

• High School Degree.
• 3+ years of relevant experience in the financial industry and customer service experience strongly preferred.
• Working knowledge of Microsoft Word, Excel, and Outlook.

Responsibilities

• Provide administrative support for lenders with standard portfolios within a specific market.
• Handle daily customer requests via phone and system (e.g., account opening, balance inquiries, wire processing).
• Support Relationship Managers by answering calls, preparing packages, data entry, and coordinating with internal teams.

Skills

Customer service

Financial industry experience

Education

High School Degree

Tools

Microsoft Word

Microsoft Excel

Outlook

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 175+ community bank locations, we offer opportunities to grow and develop in your career. Promote from within culture.

Position Overview:

We are seeking a highly motivated and detail-oriented Client Support Professional (CSP) to join the Private Client team. In this role, you will be the primary point of contact for our clients, providing timely, accurate, and exceptional client service.

What you’ll do:

Provides Administrative Support for Lenders with standard portfolios within a specific market. Handle daily customer requests via phone and/or system such as account opening, balance inquiries, and wire processing. Perform advances, transfers, payoffs, and paydowns on loans. Troubleshoot and investigate customer issues and onboard new clients. Support Relationship Managers by answering calls, preparing packages, data entry, tracking vendor invoices, and gathering information to resolve issues or complete projects. Troubleshoot issues, answer questions, and work collaboratively with internal teams to resolve client concerns efficiently. Provide administrative support for 3 - 5 Private Client Bankers with standard portfolios within a specific market. Respond promptly to client inquiries via phone, email, chat, or ticketing systems. Work in fast-paced, client-focused environments where you will need the ability to multitask, prioritize, and manage time effectively.

Qualifications:

High School Degree 3+ years of relevant experience in the financial industry and customer service experience strongly preferred Working knowledge of Microsoft Word, Excel, and Outlook.

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 range for this role is $50,000 - 65,000, 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.

Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may be found here.