Commercial Banking Client Service Specialist

Wintrust Financial Corporation

Mokena (IL)

On-site

USD 50,000 - 65,000

Full time

4 days ago

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Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

401(k) with company match

Parental Leave

EAP - Employee Assistance Program

FSA

Job summary

Wintrust Financial Corporation in Illinois is seeking a Client Service Professional to provide high-touch support to commercial clients, acting as a liaison between Loan Ops, Treasury Management and Deposit Operations. You will handle a range of daily requests and help ensure a smooth client experience.

The ideal candidate has 3–5 years in banking, excellent customer service and strong communication, with proficiency in MS Office.

Qualifications

3-5 years banking experience with strong knowledge of account opening and commercial loan servicing a plus.
Exceptional customer service skills.
Strong verbal and written communication skills.
High level of organization and time-management with keen attention to detail.
Proficient in MS Office including Excel and Word; familiarity with FIS, Salesforce, and/or ACBS a plus.
Knowledge of loan documents, banking processing standards, and audit control procedures.

Responsibilities

Provide administrative support for a team of Lenders with standard portfolios within a specific market.
Process daily customer requests via phone and/or system such as account opening, balance inquiries, wire processing, advances, transfers, payoffs and pay downs on loans.
Troubleshoot and investigate customer issues and onboard new clients.
Support Relationship Managers by answering calls, preparing loan packages, data entry, tracking vendor invoices and gathering information to resolve issues or complete projects.
Ensure all regulatory and compliance requirements are met.