Client Support Professional

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, 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 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
  
  

Position Overview

Wintrust is seeking a highly organized, detail-oriented, self-motivated, and enthusiastic individual to join our State Bank of the Lakes 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 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.

What You’ll Do

• Provide administrative support for 3-5 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
  
  

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.