Commercial Client Services Specialist

Wintrust Financial Corporation; Illinois; On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

Disability Insurance

Parental Leave

401(k) with company match

FSAs

Job summary

Wintrust Financial Corporation in Rosemont, IL, is seeking a Client Service Professional to serve as the frontline contact for commercial clients, delivering high-touch service and solutions by coordinating with Deposit Operations, Loan Operations, Treasury Management, Private Client, Investments, and Retail Banking.

The role requires 1–3 years of customer service experience, proficiency with Microsoft Office, and familiarity with core banking platforms like FIS, FCM, and Salesforce.

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.

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

Verbal communication

Written communication

Time management

Education

High School Diploma or equivalent

Tools

Microsoft Office

FIS

FCM

Salesforce

Job description

Wintrust Financial Corporation in Rosemont, IL, is seeking a Client Service Professional to serve as the frontline contact for commercial clients, delivering high-touch service and solutions by coordinating with Deposit Operations, Loan Operations, Treasury Management, Private Client, Investments, and Retail Banking.

The role requires 1–3 years of customer service experience, proficiency with Microsoft Office, and familiarity with core banking platforms like FIS, FCM, and Salesforce.