10 days old

Lockbox Clerk - 1st Shift

Wintrust Financial Corporation
Wood Dale, IL
  • Job Code

Our Lockbox team currently work works 1 st shift Monday thru Saturday. Every other Saturday is part of your weekly schedule. When scheduled to work a Saturday you would in turn be provided an alternative day off during that same week - either Tuesday, Wednesday or Thursday.

Our day begins at either 8 am or 8:30 am and ends when the work is complete. Typically our employees work 7-8 hours on Mondays and Saturdays when the workflow is at its heaviest. We guarantee 6 hours for the remaining days on your schedule. We guarantee a minimum of 30 scheduled hours per week.

Provide Customer Service support to Wintrust Lockbox customers, Treasury Management Support and Sales personnel. Support will be by phone, email and occasionally in-person making communication skills critical to this position. The person filling this position will be expected to learn all aspects of Whole Sale and Retail lockbox processing and web based functions and be able to use the Lockbox system to resolves issues and questions. Assist with monthly reporting, quality control and bank billing.

Essential Duties and Responsibilities:

  • Learn all aspects of the Retail, Whole Sale and Credit Card payments processing and customer set up
  • Accept and make phone calls/emails from and to our end customers relative to lockbox problems, issues, corrections, system use, processing times, etc.
  • Work closely with Lock box staff and supervisor in researching and resolving customer issues
  • Communicate status and error resolution to end customer and internal contacts via phone and email.
  • Maintain a customer "Watch List" for customers needing special attention, additional quality checks or those recently on-boarded to Lockbox
  • Assist with other daily payment processing duties if there are no customer service items pending (data entry, scanning, balancing)
  • Assist with monthly tracking reports
  • Assist with customer billing
  • Provide phone support to customers of the web site used for exceptions, files and reports .

Wintrust Financial Corporation (Wintrust) is a financial services company based in Rosemont, Illinois, with approximately $27 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 areas through our 15 wholly-owned banking subsidiaries .

  • Requires a high school diploma or its equivalent with 1-3 years of experience
  • Excellent communication skills both oral and written
  • Must be able to maintain professional and courteous manner at all times even when dealing with difficult customers
  • Must be able to prioritize importance of multiple calls/emails and the order in which they need to be addressed
  • Ability to work under the pressure of deadlines, multiple calls, demanding/difficult customer situations
  • Good problem solving skills and the ability to do the research within the system to resolve problems

We provide an engaging, dynamic work environment, an excellent compensation package including 401k, employee stock purchase plan, medical/dental, life insurance and more!

Wintrust is an Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

Sponsored by:
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Sponsored by:
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Lockbox Clerk - 1st Shift

Wintrust Financial Corporation
Wood Dale, IL

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Lockbox Clerk - 1st Shift

Wintrust Financial Corporation
Wood Dale, IL

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