Treasury Mgmt. Specialist – Support

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

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

401(k) with company match

Parental Leave

EAP

Job summary

Wintrust Financial Corp. seeks a Treasury Management Support & Solutions Specialist to provide onboarding and ongoing support for clients, addressing inquiries and processing requests with care. You will manage documentation and deploy services across the Wintrust footprint, ensuring excellent client communication.

The role emphasizes efficiency, accuracy, and a commitment to superior customer service in a high-volume environment, with on-site duties at multiple Illinois locations.

Qualifications

• Excellent communication skills (verbal & written).
• Ability to multi-task in a fast-paced environment.
• Strong organization and prioritization abilities.
• Professional phone etiquette and customer interaction.
• Team-oriented with collaborative mindset.
• Adaptability to changing processes and demands.
• Proficiency in Microsoft Office tools.
• Experience delivering excellent customer service.
• Knowledge of Treasury Management products is a plus.
• Ability to retain and recall new information.

Responsibilities

• Onboard and provide ongoing support to new and existing clients.
• Assist Treasury Management customers via phone and workflow system.
• Process maintenance requests.
• Resolve product issues for customers.
• Prepare product documentation and enable new accounts/services.
• Deliver exceptional service while handling many calls and requests.

Skills

Communication

Multi-tasking

Organization

Phone etiquette

Teamwork

Adaptability

Microsoft Office

Customer service

Treasury products

Memory recall

Tools

Workflow system

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 annual discretionary 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

Position Overview

Reliability and accuracy are critical to the Treasury Management Support & Solutions Specialist Role. Excellent communication skills are also required, as customer interaction is a large component of the position. Preparation of treasury management customer facing documents, implementing services for new and existing customers, customer trainings, and ongoing support of clients throughout the Wintrust footprint are all aspects of this role. Courteous and efficient customer communication to internal and external customers is expected, while simultaneously pulling and working TM Salesforce cases to perform requests for the clients.

What you’ll do:

• Provide initial 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.

Qualifications:

• Excellent communication skills (verbal and written).
• Competency to handle difficult customer calls.
• Ability to organize and multi-task in fast paced environment, using multiple applications/systems.
• Focus on customer service for both internal and external clients.
• Knowledge of Treasury Management products and the banking industry a plus.
• The ability to multi-task and handle multiple requests at one time.
• Organization.
• Phone etiquette skills.
• Teamwork and volunteering to help others.
• Ability to retain and easily recall new information.
• Change flexibility.
• Microsoft Office Competency.

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 $20.20 - $26.45 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.