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Client Support Professional
2 months ago
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.
Job Description Summary
As a Wintrust Wealth Management Client Support Professional, you will be responsible for the customer experience by providing high-touch support to Commercial clients by serving as a liaison between internal contacts such as Loan Ops, Treasury Management, and Deposit Operations.
What You’ll Do
- Provides Administrative Support for Lenders with standard portfolios within a specific market.
- Handle daily customer requests via phone and/or system such as account opening, balance inquiries, and wire processing.
- Perform advances, transfers, payoffs, and paydowns on loans.
- Troubleshoot and investigate customer issues and onboard new clients.
- Support Relationship Managers by answering calls, preparing packages, data entry, tracking vendor invoices, and gathering information to resolve issues or complete projects.
Knowledge/Skills/Background/Experience
- High School Degree
- 3+ years of relevant experience in the financial industry and customer service experience strongly preferred
- Working knowledge of Microsoft Word, Excel, and Outlook
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
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.
