Treasury Management - Implementation Specialist

Wintrust Financial Corporation; Rosemont (IL); On-site; USD 42,000 - 60,000; Full time

Job summary

Join Wintrust Financial Corporation as a Treasury Management Implementation Specialist, where you'll play a vital role in customer product implementations and training. With over 16 bank charters, Wintrust emphasizes community-focused service and offers competitive pay, comprehensive benefits, and an award-winning culture.

Benefits

Medical Insurance

Dental

Vision

401(k) plan with company match

Tuition reimbursement

Flexible Spending Account (FSA)

Employee Stock Purchase Plan at 5% discount

Qualifications

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

Responsibilities

• Process new and existing customer Treasury Management product implementations.
• Conduct customer training and prepare necessary documentation.
• Assist with TM support calls and maintenance.

Skills

Communication

Attention to detail

Professionalism

Job description

Treasury Management - Implementation Specialist

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Treasury Management - Implementation Specialist

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Join to apply for the Treasury Management - Implementation Specialist role at Wintrust Financial Corporation

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 10 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 175+ community bank locations, we offer opportunities to grow and develop in your career
• Promote from within culture
  
  

Why join this team?

• We have a culture that encourages an entrepreneurial spirit
• We offer multiple opportunities for development and upward mobility
  
  

What You’ll Do

• 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 annual salary range for this role is $42,000-$60,000, 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.

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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