Client Service Professional (West Region)

Wintrust Financial Corporation • Glen Ellyn, IL

1d • $24 - $31

About The Position

The Client Service Professional provides high-touch support to commercial clients and helps deliver an exceptional customer experience. The role serves as a liaison between the banker and key internal partners, including Deposit Operations, Loan Operations, Treasury Management, Private Client, Investments, and Retail Banking. It provides day-to-day client service, processes customer requests, shares accurate information about Wintrust products and processes, and ensures regulatory and compliance requirements are met.

Requirements

• 1–3 years of customer service experience.
• Proficiency in Microsoft Office Suite, including Outlook, Excel, Word, and PowerPoint.
• Ability to work within deadlines and prioritize projects.
• Self-motivation and ability to work effectively as a team player.
• Exceptional verbal and written communication skills.
• Experience collaborating with cross-functional teams to provide a seamless client experience.
• Ability to work in a team-oriented environment while maintaining individual accountability.
• Flexibility to adapt to changing priorities and workloads, especially during high-demand periods.
• Ability to manage multiple workflows and prioritize competing demands.

Nice To Haves

• Retail or commercial banking experience.
• Proficiency in core banking platforms such as FIS, FCM, and Salesforce.

Responsibilities

• Serve as the frontline primary point of contact for clients, providing day-to-day service, support, and solutions to promote satisfaction and retention.
• Act as a liaison between Commercial Bankers and internal partners to meet client needs efficiently and consistently, with a focus on service, accuracy, and communication.
• Process daily customer requests by phone or through systems, including account opening, troubleshooting, wire processing, loan advances, transfers, and loan paydowns.
• Maintain working knowledge of Wintrust products, services, policies, and processes, and provide clients with accurate, up-to-date information and resources.
• Ensure regulatory and compliance requirements are met.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Accidental death and dismemberment insurance
• 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 a 5% discount
• Critical Illness Insurance
• Accident Insurance
• Transportation and commuting benefits
• Banking benefits
• Pet insurance
• Tuition reimbursement
• Discretionary or incentive bonus eligibility

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed