Senior Client Support Professional

Client Support Professional (CSP)

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."

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.

What you'll do:

• 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.

Qualifications:

• 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

Benefits:

Medical Insurance
• Dental
• Vision
• 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

Compensation:

The estimated salary range for this role is $59,000 - $77,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.

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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.