Treasury Management - Implementation Specialist

Wintrust Financial Corporation • Rosemont, IL

103d • $42,000 - $60,000

About The Position

The role of Treasury Management Implementation Specialist is to process both new and existing customer TM product implementations. Accuracy is critical to the creation of customer agreements, which are required for implementation. Excellent communication skills are also required, as customer training is a large component of the position. Prepare Treasury Management documents/agreements and implement appropriate services for new and existing customers. Conduct customer trainings (on site and phone) and installations throughout the Wintrust footprint. Assist with TM Support calls and maintenance as needed. Prepare product documentation and implement additional accounts and services for customers.

Requirements

• 2+ years financial services or banking experience required.
• Treasury Management experience preferred.
• Excellent communication skills required.
• Accuracy, attention to detail and professionalism required.

Responsibilities

• Process new and existing customer TM product implementations.
• Create customer agreements required for implementation.
• Conduct customer training on site and via phone.
• Prepare Treasury Management documents and agreements.
• Implement appropriate services for new and existing customers.
• Assist with TM Support calls and maintenance.
• Prepare product documentation and implement additional accounts and services.

Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed