13 days old

Client Support Professional - Milwaukee, WI

Wintrust Financial Corporation
Pewaukee, WI 53072
  • Job Code

This position will be responsible for the customer experience by providing high touch support to Commercial clients by serving as a liaison between internal contacts such as Loan Ops, Treasury Management and Deposit Operations. This position will also provide administrative support to Relationship Managers within Community Banking.


  • Handle daily customer requests via phone and/or system such as account opening, balance inquiries, wire processing. Perform advances, transfers, payoffs and pay downs 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.

Wintrust Financial Corporation (Wintrust) is a financial services holding company based in Rosemont, Illinois, with approximately $30 billion in assets. We engage in the business of providing traditional community banking services, commercial banking, wealth management services, commercial insurance premium financing, life insurance premium financing, mortgage origination, short-term accounts receivable financing, and certain administrative services, such as data processing of payrolls, billing and treasury management services. We provide community-oriented, personal and commercial banking services to customers located in the greater Chicago, Illinois and southern Wisconsin metropolitan areas through its 15 wholly owned banking subsidiaries.

  • Previous banking experience required
  • Ability to follow standard practices and procedures
  • High School Diploma or equivalent
  • General computer skills

As your local community bank, we work hard to support the neighborhoods we serve. We are members of many local chambers of commerce, and we're active in local charities, local government, school boards and community development activities. At Wintrust you can "Have it All" with access to the big bank resources and the customer service you can only get from a local community bank that makes decisions locally and still calls customers by their name. We invite you to be part of the Wintrust team by submitting your application today!

Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, citizenship status, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran. We request applicants refrain from disclosing current or historical compensation information during the recruitment process; any disclosed detail will not be taken into account as applicants are considered for employment.

Posted: 2020-01-08 Expires: 2020-02-06
Sponsored by:
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Sponsored by:
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Client Support Professional - Milwaukee, WI

Wintrust Financial Corporation
Pewaukee, WI 53072

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