Client Support Professional - Willowbrook

Wintrust Financial Corporation; Northern (KY); Hybrid; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

401(k) match

Parental Leave

Employee Assistance Program (EAP)

Job summary

Wintrust Financial Corporation in the United States is seeking a Customer Service Specialist to serve as the primary contact for day-to-day client inquiries via phone and email, collaborating with sales, credit, treasury management, and loan operations to resolve issues promptly.

You will build strong relationships, understand client needs, and provide accurate information while maintaining knowledge of Wintrust products and processes.

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.

Responsibilities

• Serve as the primary point of contact for day-to-day client inquiries via phone and email.
• Work closely with cross-functional teams to research and resolve client inquiries and problems in a timely and professional manner.
• 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 on skills and stay current with product updates.

Skills

Customer service

Verbal and written communication

Time management

Team player

Microsoft Office

Education

High School Diploma

Tools

FIS

FCM

Salesforce

Job description

General Corporate Information

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.”

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.

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 annual discretionary 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

Promote from within culture

What You’ll Do:

Serve as the primary point of contact for day-to-day client inquiries via phone and email.

Work closely with cross-functional teams (e.g., sales, credit, treasury management, loan operations, deposit operations) to research and resolve client inquiries and problems in a timely and professional manner.

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 on skills and stay current with product updates.

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

Salary and 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

Equal Opportunity Statement

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.