Senior Client Support Professional

Wintrust Financial Corporation•Chicago, IL

1d•$59,000 - $77,000•Onsite

About The Position

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years). Competitive pay and discretionary or incentive 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: We are seeking a highly motivated and detail-oriented Client Support Professional (CSP) to join the Private Client team. In this role, you will be the primary point of contact for our clients, providing timely, accurate, and exceptional client service.

Requirements

High School Degree
3+ years of relevant experience in the financial industry and customer service experience strongly preferred
Working knowledge of Microsoft Word, Excel, and Outlook

Responsibilities

Provides Administrative Support for Lenders with standard portfolios within a specific market.
Handle daily customer requests via phone and/or system such as account opening, balance inquiries, and wire processing.
Perform advances, transfers, payoffs, and paydowns on loans.
Troubleshoot and investigate customer issues and onboard new clients.
Support Relationship Managers by answering calls, preparing packages, data entry, tracking vendor invoices, and gathering information to resolve issues or complete projects.
Troubleshoot issues, answer questions, and work collaboratively with internal teams to resolve client concerns efficiently.
Provide administrative support for 3 - 5 Private Client Bankers with standard portfolios within a specific market.
Respond promptly to client inquiries via phone, email, chat, or ticketing systems.
Work in fast-paced, client-focused environments where you will need the ability to multitask, prioritize, and manage time effectively.