Client Support Professional - Community Banking

As a Client Support Professional at Wintrust, your main responsibilities will include providing high-touch support to commercial clients, processing daily customer requests such as account openings and wire transfers, troubleshooting customer issues, and ensuring compliance with regulatory requirements. You will serve as a liaison between clients and various internal teams, supporting Relationship Managers and contributing to a high-level customer experience.

To be eligible for the Client Support Professional role at Wintrust, candidates should have a minimum of 3-5 years of banking experience, ideally with a strong understanding of commercial loan servicing and account opening procedures. Exceptional customer service skills, excellent verbal and written communication, and high organizational ability are essential. A proficiency in MS Office and familiarity with banking software such as FIS and Salesforce is also preferred.

The work culture at Wintrust is award-winning and supportive, designed to promote a family-friendly atmosphere. As a Client Support Professional, you'll benefit from a work environment that values collaboration and internal growth—Wintrust has been ranked a Top Workplace for over a decade. The company encourages employee feedback and actively works to create a diverse, inclusive company culture that mirrors the communities we serve.

The estimated salary range for a Client Support Professional at Wintrust is between $42,000 and $58,000, based on various factors such as experience, skills, and qualifications. Additionally, this role is eligible for an annual discretionary bonus, making it a well-rounded compensation package for those passionate about community banking.

Wintrust offers a comprehensive benefits package for Client Support Professionals that includes medical, dental, and vision insurance, life insurance, and 401k plans with company matching. Additional perks include tuition reimbursement, parental leave, employee assistance programs, and various insurance options to ensure our team members' well-being, both inside and outside of work.

Effective prioritization is key in a Client Support Professional role. I recommend using tools like task lists and calendars to organize tasks based on their urgency and importance. Engaging with colleagues to understand their priorities can also help you align your efforts with team goals. Be prepared to adapt quickly to changing needs to ensure outstanding customer support.

Certainly! In a previous role, I encountered a client who was frustrated over a processing delay. I actively listened to their concerns and assured them I would investigate the issue. I communicated transparently throughout the process and coordinated with my team to expedite the resolution. The client appreciated my responsiveness and we were able to regain their trust, which solidified our professional relationship.

Essential customer service skills include active listening, empathy, and clear communication. These skills help in understanding client needs, addressing their concerns effectively, and providing the necessary support. Additionally, strong problem-solving skills and professionalism are critical in ensuring a positive customer experience.

I have gathered substantial experience in account opening and loan servicing during my previous roles. I understand the necessary documentation, regulatory requirements, and best practices involved. Being well-versed in these processes allows me to provide valuable support to clients and streamline workflows effectively.

Handling a high volume of inquiries requires effective time management and organizational skills. I prioritize tasks based on urgency and importance and utilize technology, such as ticketing systems, to track and respond to requests promptly. Maintaining a calm and positive demeanor helps manage both my workload and client expectations.

To ensure compliance, I stay updated on relevant regulations and internal policies. I make it a point to double-check documentation and processes regularly. Collaboration with compliance teams also plays a vital role in understanding new regulations and making necessary adjustments to our practices.

Teamwork is crucial for a Client Support Professional. Collaborating effectively with colleagues allows us to share insights, learn from one another, and provide seamless support to clients. I actively seek feedback and communicate openly to enhance our teamwork, ultimately benefiting the customer experience.

Maintaining confidentiality is paramount. I always follow company policies and best practices to safeguard sensitive information. This includes understanding the appropriate channels for communication and being cautious with sharing details both within and outside the team. Training in data protection also helps reinforce my commitment to client confidentiality.

I am proficient in MS Office, including Excel and Word, which are essential for data management and communication. Additionally, I have experience with CRM systems like Salesforce and banking software such as FIS. These tools help streamline tasks and enhance client interactions, making me a well-prepared candidate for the position.

I stay motivated by reminding myself of the positive impact my work has on our clients’ lives. Celebrating small victories, such as successfully resolving an issue or receiving positive feedback, also fuels my passion. Continuous learning and development are important; I actively seek opportunities to grow my knowledge and skills to serve clients better.