Treasury Management - Implementation Specialist

Wintrust Financial; Rosemont (IL); Hybrid; USD 42,000 - 60,000; Full time

Job summary

Join a leading financial services company as a Treasury Management Implementation Specialist. In this role, you'll implement products for new and existing clients, ensuring accuracy and providing excellent customer training. With competitive pay, a generous benefits package, and a culture focused on growth and development, Wintrust offers a rewarding career path in community banking.

Benefits

Medical Insurance

Dental

Vision

Life insurance

401(k) plan with company match

Tuition reimbursement

Parental Leave

Employee Assistance Program (EAP)

Flexible Spending Account (FSA)

Employee Stock Purchase Plan

Qualifications

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

Responsibilities

• Process new and existing customer TM product implementations.
• Prepare Treasury Management documents and conduct customer training.
• Assist with TM Support calls and maintenance as needed.

Skills

Accuracy

Attention to detail

Professionalism

Communication skills

Job description

Treasury Management - Implementation Specialist

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.”

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

Accuracy, attention to detail and professionalism required

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.

#LI-HYBRID

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.

About the company

Wintrust is a financial holding company in the United States that operates 15 chartered community banks in northern Illinois and southern Wisconsin.

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