Treasury Mgmt. Specialist - Support at Wintrust Financial Corporation in Rosemont, Illinois

Job Description:

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 was founded with the idea to be the alternative to the big banks. We are looking for top talent to join Chicago’s Bank®, as a full time Treasury Management Support & Solutions Specialist! 

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

Position Overview:

Reliability and accuracy are critical to the Treasury Management Support & Solutions Specialist Role.  Excellent communication skills are also required, as customer interaction is a large component of the position.  Preparation of treasury management customer facing documents, implementing services for new and existing customers, customer trainings, and ongoing support of clients throughout the Wintrust footprint are all aspects of this role.

Courteous and efficient customer communication to internal and external customers is expected, while simultaneously pulling and working TM Salesforce cases to perform requests for the clients.

What you’ll do:

• Provide initial onboarding and ongoing support of new and existing clients.


• Service internal and external Treasury Management customers via telephone and workflow system.


• Process various maintenance requests.


• Resolve product issues.


• Prepare product documentation and implement additional accounts and services for customers.


• Provide exceptional customer service while handling a large number of calls and requests.

Qualifications:

• Excellent communication skills (verbal and written).


• Competency to handle difficult customer calls.


• Ability to organize and multi-task in fast paced environment, using multiple applications/systems.


• Focus on customer service for both internal and external clients.


• Knowledge of Treasury Management products and the banking industry a plus.


• The ability to multi-task and handle multiple requests at one time.


• Organization.


• Phone etiquette skills.


• Teamwork and volunteering to help others.


• Ability to retain and easily recall new information.


• Change flexibility.


• Microsoft Office Competency.

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 - $26.45 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-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.