Client Service Professional (West Region)

Wintrust • Glen Ellyn, IL

9d

About The Position

The Client Service Professional provides high-touch support to commercial clients, ensuring an exceptional customer experience. The role serves as a liaison between bankers and internal partners, including Deposit Operations, Loan Operations, Treasury Management, Private Client, Investments, and Retail Banking. The position is the frontline primary point of contact for clients and handles day-to-day service needs, customer requests, and solutions to support satisfaction and retention. The role also requires maintaining knowledge of Wintrust products, services, policies, and processes and ensuring regulatory and compliance requirements are met.

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.
• Exceptional verbal and written communication skills.
• Prior experience collaborating with cross-functional teams to ensure 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 ensure client 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 and/or system, including account opening, troubleshooting, wire processing, advances, transfers, and loan pay downs.
• 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 5% discount
• Critical Illness Insurance
• Accident Insurance
• Transportation and Commuting Benefits
• Banking Benefits
• Pet Insurance
• Tuition reimbursement
• Discretionary or incentive bonus eligibility
• Competitive pay
• Family-friendly work hours

What This Job Offers

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