Treasury Mgmt. Specialist

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.”

Reliability and accuracy are critical to the Treasury Management Support & Solutions Specialist Role. Excellent communication skills are also required, as customer interaction is a large component of the position. Preparation of treasury management customer‑facing documents, implementing services for new and existing customers, customer trainings, and ongoing support of clients throughout the Wintrust footprint are all aspects of this role. Courteous and efficient customer communication to internal and external customers is expected, while simultaneously pulling and working TM Salesforce cases to perform requests for the clients.

• Provide initial onboarding and ongoing support of new and existing clients.
• Service internal and external Treasury Management customers via telephone and workflow system.
• Process various maintenance requests.
• Resolve product issues.
• Prepare product documentation and implement additional accounts and services for customers.
• Provide exceptional customer service while handling a large number of calls and requests.

• Excellent communication skills (verbal and written).
• Competency to handle difficult customer calls.
• Ability to organize and multi‑task in a fast‑paced environment, using multiple applications/systems.
• Focus on customer service for both internal and external clients.
• Knowledge of Treasury Management products and the banking industry (a plus).
• Phone etiquette skills.
• Teamwork and willingness to help others.
• Ability to retain and easily recall new information.
• Flexibility to adapt to change.
• Microsoft Office competency.

• 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

The estimated hourly rate for this role is $20.20 - $28.85, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate’s qualifications, skills, and experience.

Wintrust Financial Corporation 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.

Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its privacy policy is available upon request.