Deposit Strategies Portfolio Manager

Wintrust Financial Corporation; Illinois; On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

401(k) with company match

Tuition reimbursement

Life insurance

Disability Insurance

Employee Stock Purchase Plan

Job summary

Wintrust Financial Corporation in Rosemont, IL is seeking a Deposit Strategies Portfolio Manager to lead service for a designated portfolio of high-value deposit clients. You will coordinate across Treasury Management, Deposit Operations, International Services, and Loan Operations to ensure compliant, end-to-end service.

You’ll act as the primary escalation point, managing onboarding, maintenance, and ongoing lifecycle activities while supporting Relationship Managers in client communications

Qualifications

• 7+ years of customer service experience supporting RMs and clients.
• Bachelor’s degree preferred.

Responsibilities

• Execute and manage day-to-day client service activities across channels.
• Serve as primary escalation point for complex, high-value client issues.
• Coordinate with Treasury Management, Deposit Operations, and other teams to fulfill needs.
• Support onboarding and ongoing lifecycle management of high-value deposits.
• Assist Relationship Managers with client communications and documentation.

Skills

Customer service

Relationship management

Cross-functional collaboration

Communication

Education

Bachelor's degree preferred

Job description

## Deposit Strategies Portfolio ManagerApplylocations: Rosemont, ILtime type: Full timeposted on: Posted Todayjob requisition id: 261265Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”**Why join us?*** An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years)* Competitive pay and discretionary or incentive bonus eligible* Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few* Family-friendly work hours* Promote from within culture**Why join this team?*** Entrepreneurial, collaborative, and supportive team culture.* Exposure to executive leaders and opportunities to influence financial strategy and decision-making.* Hands-on involvement in meaningful projects that impact business performance.**Job Description Summary**The Deposit Strategies Portfolio Manager will:Manage customer service for a designated portfolio of high-value deposit clients, serving as the initial point of contact and accountable owner of the end-to-end service experience. Oversee day-to-day service delivery by coordinating across internal partners including Treasury Management, Deposit Operations, International Services, and Loan Operations. Ensure adherence to regulatory requirements, internal policies, and audit standards while supporting the full account lifecycle, including onboarding, maintenance, and retention. Act as the primary escalation point for complex or high-impact client inquiries and issues.**What You’ll Do*** Execute and manage day-to-day client service activities, including responding to inquiries, processing requests, and ensuring timely, accurate resolution across all service channels. Maintain a high standard of responsiveness and quality to support consistent and reliable client experience.* Serve as the primary escalation point for complex, high-value, or time-sensitive client issues, driving timely resolution through effective problem-solving and internal coordination. Ensure clear communication with clients throughout the resolution process and identify root causes to minimize recurring issues.* Coordinate with internal partners, including Treasury Management, Deposit Operations, Loan Operations, and other support teams, to fulfill client needs and resolve service requests. Act as a central point of alignment to ensure accountability, efficiency, and seamless service delivery across functions.* Provide support to Relationship Managers by assisting with client communications, preparing documentation packages, gathering required information, and facilitating ongoing service-related needs. Help enable effective relationship management by ensuring operational and service activities are executed efficiently.* Support the onboarding of new clients and manage ongoing account lifecycle activities, including maintenance, updates, and service changes. Ensure a smooth and compliant experience from initial setup through ongoing servicing and retention.**Qualifications*** 7+ years of experience in customer service roles supporting various RMs and customers.* Bachelor's degree preferred.**Benefits**Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance**Compensation**The estimated salary range for this role is $80,000-$100,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills and experience.#LI-ONSITEFrom our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.