Commercial Banking Client Services Specialist

Wintrust Financial Corporation; Lake Forest (IL); On-site; USD 33,000 - 43,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

Disability Insurance

Parental Leave

401(k) with company match

FSA

Job summary

Wintrust Financial Corporation is seeking a Client Service Professional to deliver high-touch service to commercial clients and act as a liaison to internal teams. You will handle account requests, wire processing, and loan related tasks while ensuring accuracy and timely communication.

The role requires 1-3 years of customer service in banking, proficiency with MS Office, and strong teamwork. It offers competitive pay and comprehensive benefits in a community banking environment.

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.
• Ability to manage multiple workflows and prioritize competing demands.

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 client needs are met efficiently and consistently.
• 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 and providing accurate information to clients as needed.
• Ensuring all regulatory and compliance requirements are met.

Skills

Customer service

Deadline-oriented

Communication skills

Team player

Banking systems knowledge

Tools

FIS

FCM

Salesforce

Job description

Wintrust Financial Corporation is seeking a Client Service Professional to deliver high-touch service to commercial clients and act as a liaison to internal teams. You will handle account requests, wire processing, and loan related tasks while ensuring accuracy and timely communication.

The role requires 1-3 years of customer service in banking, proficiency with MS Office, and strong teamwork. It offers competitive pay and comprehensive benefits in a community banking environment.