Treasury Mgmt. Specialist - Support
Wintrust Financial Corporation is a $66 billion financial institution providing community and commercial banking, specialty finance, and wealth management services. They are seeking a Treasury Management Support & Solutions Specialist who will be responsible for onboarding and supporting clients, processing maintenance requests, and providing exceptional customer service.
Responsibilities
- 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
Skills
- Excellent communication skills (verbal and written)
- Competency to handle difficult customer calls
- Ability to organize and multi-task in 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
- The ability to multi-task and handle multiple requests at one time
- Organization
- Phone etiquette skills
- Teamwork and volunteering to help others
- Ability to retain and easily recall new information
- Change flexibility
- Microsoft Office Competency
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 Overview
Company H1B Sponsorship