Client Service Professional (Central Region)
About The Position
The Client Service Professional provides high-touch support to commercial clients and helps ensure an exceptional customer experience. The role serves as the frontline primary point of contact for clients and acts as a liaison between commercial bankers and internal partners, including Deposit Operations, Loan Operations, Treasury Management, Private Client, Investments, and Retail Banking. The position handles daily customer requests, provides accurate information about Wintrust products and processes, and ensures regulatory and compliance requirements are met. It requires effective communication, organization, and adaptability to support client satisfaction and retention.
Requirements
- 1–3 years of customer service experience; retail or commercial banking experience is preferred.
- Proficiency in Microsoft Office Suite, including Outlook, Excel, Word, and PowerPoint.
- Ability to work within deadlines and prioritize projects.
- Self-motivated, effective team player able to work in a team-oriented environment while maintaining individual accountability.
- Exceptional verbal and written communication skills.
- Prior experience collaborating with cross-functional teams to ensure a seamless client experience.
- 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 attention to service, accuracy, and communication.
- Process daily customer requests by phone or system, including account opening, troubleshooting, wire processing, advances, transfers, and loan paydowns.
- Maintain working knowledge of Wintrust products, services, policies, and processes, and provide accurate, up-to-date information and resources to clients.
- 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 5% discount
- Critical illness insurance
- Accident insurance
- Transportation and commuting benefits
- Banking benefits
- Pet insurance
- Tuition reimbursement
- Competitive pay and eligibility for an annual bonus
- Family-friendly work hours
- Career growth opportunities and a promote-from-within culture
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
