Treasury Management Support Specialist — Client Onboarding

Wintrust Financial Corporation; Northern (KY); Hybrid; USD 57,887,000 - 75,790,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

Disability Insurance

Parental Leave

401(k) with company match

FSA

Employee Stock Purchase Plan

Pet Insurance

Transportation Benefits

Banking Benefits

Job summary

Wintrust Financial Corporation is seeking a Treasury Management Support & Solutions Specialist to ensure accurate onboarding and ongoing client support across our footprint. You will service Treasury Management customers by phone and through our workflow system, process maintenance requests, and resolve product issues with a customer-first mindset.

The role emphasizes strong communication, multitasking across applications, and collaboration with internal teams to expand services and accounts for

Qualifications

• Excellent communication skills (verbal and written).
• Ability to handle difficult customer calls.
• Organize and multi-task in a fast-paced environment using multiple applications.
• Focus on customer service for internal and external clients.
• Knowledge of Treasury Management products and the banking industry a plus.
• Ability to retain and recall new information.
• Phone etiquette and teamwork.
• Microsoft Office competency.

Responsibilities

• Provide onboarding and ongoing support of new and existing clients.
• Service internal and external Treasury Management customers via telephone and workflow system.
• Process various maintenance requests.
• Resolve product issues.
• Prepare product documentation and implement additional accounts and services for customers.
• Provide exceptional customer service while handling a large number of calls and requests.

Skills

Communication skills

Multi-tasking

Customer service

Teamwork

Phone etiquette

Adaptability / Change

Microsoft Office

Tools

Microsoft Office

Job description

Wintrust Financial Corporation is seeking a Treasury Management Support & Solutions Specialist to ensure accurate onboarding and ongoing client support across our footprint. You will service Treasury Management customers by phone and through our workflow system, process maintenance requests, and resolve product issues with a customer-first mindset.

The role emphasizes strong communication, multitasking across applications, and collaboration with internal teams to expand services and accounts for