Treasury Management Support Specialist - Client Success & Onboarding

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

Benefits offered by this job

Medical Insurance

Dental & Vision

401(k) Plan with match

Tuition Reimbursement

Parental Leave

Employee Assistance Program

Job summary

Wintrust Financial Corporation in Rosemont, IL, is seeking a Treasury Management Support & Solutions Specialist to provide onboarding and ongoing support for new and existing clients. You will service Treasury Management customers via telephone and a workflow system, process maintenance requests, and help customers optimize their treasury services.

You will prepare product documentation, resolve issues, and ensure courteous, efficient communication across the Wintrust footprint.

Qualifications

• Excellent communication skills (verbal and written).
• Ability to handle difficult customer calls.
• Organize and multi-task in fast-paced environment with multiple applications/systems.
• Knowledge of Treasury Management products a plus.
• Phone etiquette and teamwork.
• Ability to recall new information quickly.
• Change flexibility.
• Microsoft Office competency.

Responsibilities

• Provide onboarding and ongoing support of new and existing clients.
• Service 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

Excellent communication

Multi-tasking

Customer service

Microsoft Office

Organizational skills

Tools

Salesforce

Job description

Wintrust Financial Corporation in Rosemont, IL, is seeking a Treasury Management Support & Solutions Specialist to provide onboarding and ongoing support for new and existing clients. You will service Treasury Management customers via telephone and a workflow system, process maintenance requests, and help customers optimize their treasury services.

You will prepare product documentation, resolve issues, and ensure courteous, efficient communication across the Wintrust footprint.