What are the responsibilities and job description for the Client Support Professional position at Wintrust Financial?
Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its Different Approach, Better Results philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than 200 retail banking locations through 16 community bank subsidiaries in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. In addition, Wintrust operates various non-bank business units, providing residential mortgage origination, wealth management, commercial and life insurance premium financing, short-term accounts receivable financing / outsourced administrative services to the temporary staffing services industry, and qualified intermediary services for tax-deferred exchanges. Our unique business model is a competitive strength and value driver, powered by our talented colleagues who put our customers first and achieve better results for our clients.
Wintrust is seeking a highly organized, detail-oriented, self-motivated, and enthusiastic individual to join our team as a Client Support Professional. If you are an individual who embraces a critical support role and thrives in a client intensive environment, this may be the opportunity for you!
The Client Support Professional provides high touch support to Commercial middle-market clients, ensuring an exceptional customer experience, by serving as a liaison between internal contacts such as Loan Ops, Treasury Management and Deposit Operations. Responsibilities include management of calendars, scheduling of meetings, and coordination of travel and expenses for executives.
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 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 and more!
With 175 community bank locations, we offer opportunities to grow and develop in your career
Promote from within culture
Why join this team?
We are a high performing, collaborative, and diverse team focused on transforming the business through engaging work on enterprise-wide product innovation
We are seeking a critical thinker who's ready to take on new challenges in support of our stakeholders' ever-evolving business needs
We are a vibrant, team-oriented atmosphere that provides opportunities for individual growth
Gain experience and further your career by joining a growing organization
What You'll Do :
Provide administrative support for multiple Lenders with standard portfolios within a specific market
Process daily customer requests via phone and / or system such as account opening, balance inquiries, wire processing, advances, transfers, payoffs and pay downs on loans
Troubleshoot and investigate customer issues and onboard new clients
Support Relationship Managers by answering calls, preparing loan packages, data entry, tracking vendor invoices and gathering information to resolve issues or complete projects
Ensure all regulatory and compliance requirements are met
Qualifications :
Minimum 3-5 years' banking experience with strong knowledge of account opening, commercial loan servicing a plus
Exceptional customer service skills
Strong verbal and written communication skills
High level of organization and time-management with keen attention to detail and the ability to respond quickly to changes in priorities and tasks
Proficient in MS Office including Excel and Word; familiarity with FIS, Salesforce, and / or ACBS a plus
Knowledge and understanding of various loan documents, banking processing standards, best practices, and audit control procedures
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-$27.00, 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 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.
Salary : $20 - $27
