Commercial Client Service Specialist

Wintrust Financial Corporation; Chicago (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

EAP

401(k) with company match

FSA

Employee Stock Purchase Plan

Critical Illness Insurance

Accident Insurance

Transportation and Commuting Benefits

Banking Benefits

Pet Insurance

Job summary

Wintrust Financial Corporation is seeking a Client Service Professional in Chicago to deliver high-touch support to commercial clients. You will coordinate with Deposit Operations, Loan Operations, Treasury Management, Private Client, Investments, and Retail Banking to ensure a seamless experience.

You will handle daily requests, maintain product knowledge, and uphold regulatory standards while delivering accurate, timely service and solutions.

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.
• Proficient in core banking platforms such as FIS, FCM, and Salesforce preferred.

Responsibilities

• Serve as the frontline primary point of contact for clients, providing exceptional day-to-day service and solutions.
• Act as a liaison between Commercial Bankers and key internal partners to meet client needs.
• Process daily customer requests via phone or system (account opening, wire processing, transfers, loan pay downs).
• Maintain working knowledge of Wintrust products, policies, and processes for accurate information.
• Provide up-to-date information and resources to clients as needed.
• Ensure all regulatory and compliance requirements are met.

Skills

Customer service

Verbal & written communication

Microsoft Office

Tools

FIS

FCM

Salesforce

Job description

Wintrust Financial Corporation is seeking a Client Service Professional in Chicago to deliver high-touch support to commercial clients. You will coordinate with Deposit Operations, Loan Operations, Treasury Management, Private Client, Investments, and Retail Banking to ensure a seamless experience.

You will handle daily requests, maintain product knowledge, and uphold regulatory standards while delivering accurate, timely service and solutions.