Customer Financial Solutions Expert

1 day ago


Kenosha, Wisconsin, United States Wintrust Financial Full time

Wintrust Financial is a dynamic and growing financial institution that is committed to providing exceptional banking services to its customers. We are currently seeking a skilled Customer Financial Solutions Expert to join our team.

The ideal candidate will possess 1-3 years of experience in a customer service or financial service role and have strong analytical skills. In this role, you will analyze customer data to identify financial needs and develop tailored solutions to meet those needs. You will also collaborate with business partners to connect customers to experts who can help with specialized needs.

We offer a competitive salary of $50,000 - $70,000 per year, depending on experience, as well as a comprehensive benefits package, including medical, dental, vision, life insurance, and a 401(k) plan with a generous company match.

The successful candidate will be responsible for:

  • Analyzing customer data to identify financial needs and develop tailored solutions
  • Collaborating with business partners to connect customers to experts who can help with specialized needs
  • Operating a teller drawer serving customers in the lobby and drive-up
  • Opening accounts, performing account maintenance, and assisting customers with digital products
  • Recognizing potential fraud and other risks

We are an equal opportunity employer and welcome applications from diverse candidates. Our work environment is inclusive and supportive, and we offer opportunities for growth and development within our organization.



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