Commercial Banking Client Service Specialist

Wintrust Financial Corporation; Northfield Township (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

Job summary

Wintrust Financial Corporation is seeking a Client Service Professional to deliver high-touch support to commercial clients. You will be the frontline contact, coordinating with Deposit Operations, Loan Operations, Treasury Management, Private Client, Investments, and Retail Banking to ensure exceptional service and timely solutions.

You will process daily requests, stay informed on Wintrust products, and ensure regulatory compliance.

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.

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

MS Office

Communication

Teamwork

Cross-functional collab

Tools

FIS

FCM

Salesforce

Job description

Wintrust Financial Corporation is seeking a Client Service Professional to deliver high-touch support to commercial clients. You will be the frontline contact, coordinating with Deposit Operations, Loan Operations, Treasury Management, Private Client, Investments, and Retail Banking to ensure exceptional service and timely solutions.

You will process daily requests, stay informed on Wintrust products, and ensure regulatory compliance.