Customer Contact Account Specialist

3 days ago


Rosemont, United States Wintrust Financial Full time

Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.

**Why join us?**
- An award-winning culture We are rated a Top Workplace by the Chicago Tribune (past 9 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, paid time off, 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.

**Position Overview**:
As a member of the Customer Contact Account Specialist, this position will deliver best in class service to Wintrust Financial customers via telephone and electronic channels (limited face to face customer interaction). The Customer Contact Account Specialist must be passionate about sales and provide ethical account recommendations. This position is hybrid with hours of Monday - Friday from 8:30am - 5pm Central.

**What you will be doing**:

- Provide account opening recommendations to prospects. Open accounts and follow-up on expected deposits or signatures needed.
- Extensive computer and telephone work. Handle customer interactions in an efficient and professional manner.
- Become an expert in promotional offerings. Understand expectations of possible sales goals and work independently to meet goals.
- Technical support during account opening process. Interact with other departments to resolve funding issues.

**Qualifications**:

- 0-3 years of relevant experience
- 1+ years of customer contact center experience preferred
- 2+ years of retail banking experience strongly preferred
- Advanced technical skills strongly preferred
- Excellent telephone, computer and written and verbal communication skills

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 be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.



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