Treasury Management - Implementation Specialist

Wintrust Financial Corporation; Rosemont (IL); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

Parental Leave

401(k) with company match

Job summary

Wintrust Financial Corporation is seeking a Treasury Management Implementation Specialist to process TM product implementations for new and existing customers. You will prepare agreements and documents, implement services, and conduct trainings both on site and by phone across the Wintrust footprint.

The role requires 2+ years in financial services or banking, with Treasury Management experience preferred. Excellent communication, attention to detail, and professionalism are essential for

Qualifications

• 2+ years financial services or banking experience required.
• Treasury Management experience preferred.
• Excellent communication skills required.

Responsibilities

• Process new and existing customer TM product implementations with high accuracy.
• Prepare Treasury Management documents/agreements and implement services for customers.
• Conduct customer trainings (on site and phone) and installations across the Wintrust footprint.
• Assist with TM Support calls and maintenance as needed.
• Prepare product documentation and implement additional accounts and services for customers.

Skills

Excellent communication

Attention to detail

Professionalism

Job description

Wintrust 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 With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture.

Position Overview:

The role of Treasury Management Implementation Specialist is to process both new and existing customer TM product implementations. Accuracy is critical to the creation of customer agreements, which are required for implementation. Excellent communication skills are also required, as customer training is a large component of the position. Prepare Treasury Management documents/agreements and implement appropriate services for new and existing customers. Conduct customer trainings (on site and phone) and installations throughout the Wintrust footprint. Assist with TM Support calls and maintenance as needed. Prepare product documentation and implement additional accounts and services for customers.

Qualifications:

2+ years financial services or banking experience required Treasury Management experience preferred Excellent communication skills required Accuracy, attention to detail and professionalism required

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 hourly rate for this role is $20.00 - $26.00, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate’s qualifications, skills, and experience.

#LI-ONSITE

From 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. Wintrust provides community and commercial banking, specialty finance and wealth management services, delivering the sophisticated solutions of a large bank through a relationship-focused approach built from our community banking roots. Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may be found here Click here for Equal Opportunities.