Wintrust Financial Corporation · 1 day ago
Client Support Professional
Wintrust Financial Corporation is a leading financial institution providing community and commercial banking services. The Client Support Professional role focuses on delivering exceptional customer service to commercial clients by acting as a liaison between various internal departments and ensuring all client requests are handled efficiently.
Financial ServicesWealth Management
Responsibilities
Provide administrative support for a team of Lenders with standard portfolios within a specific market
Process daily customer requests via phone and/or system such as account opening, balance inquiries, wire processing, advances, transfers, payoffs and pay downs on loans
Troubleshoot and investigate customer issues and onboard new clients
Support Relationship Managers by answering calls, preparing loan packages, data entry, tracking vendor invoices and gathering information to resolve issues or complete projects
Ensure all regulatory and compliance requirements are met
Qualification
Required
Minimum 3-5 years' banking experience with strong knowledge of account opening; commercial loan servicing experience a plus
Exceptional customer service skills
Strong verbal and written communication skills
High level of organization and time-management with keen attention to detail and the ability to respond quickly to changes in priorities and tasks
Proficient in MS Office including Excel and Word; familiarity with FIS, Salesforce, and/or ACBS a plus
Knowledge and understanding of various loan documents, banking processing standards, best practices, and audit control procedures
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
Company
Wintrust Financial Corporation
Wintrust Financial Corporation delivers sophisticated financial capabilities with a community bank personality across its businesses in banking, specialty finance, and wealth management.
H1B Sponsorship
Wintrust Financial Corporation has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (26)
2024 (15)
2023 (19)
2022 (27)
2021 (10)
2020 (7)
Funding
Current Stage
Public CompanyTotal Funding
$683MKey Investors
CIVC Partners
2025-05-08Post Ipo Equity· $425M
2022-06-07Post Ipo Equity· $258M
2020-05-05IPO
Recent News
2026-01-03
The Magnificent Mile Association
2025-11-11
Company data provided by crunchbase