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Treasury Management - Implementation Specialist - 241219

at Wintrust Financial Corporation in Rosemont, Illinois, United States

Job Description

Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.

 

Why join us?

  • An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)
  • Competitive pay and discretionary or incentive bonus eligible
  • Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
  • Family-friendly work hours
  • With 175+ community bank locations, we offer opportunities to grow and develop in your career
  • Promote from within culture

 

Why join this team?

  • We have a culture that encourages an entrepreneurial spirit
  • We offer multiple opportunities for development and upward mobility

 

What Youll Do

  • The role of Treasury Management Implementation Specialist is to process both new and existing customer TM product implementations.
  • Accuracy is critical to the creation of customer agreements, which are required for implementation.
  • Excellent communication skills are also required, as customer training is a large component of the position.
  • Prepare Treasury Management documents/agreements and implement appropriate services for new and existing customers.
  • Conduct customer trainings (on site and phone) and installations throughout the Wintrust footprint.
  • Assist with TM Support calls and maintenance as needed.
  • Prepare product documentation and implement additional accounts and services for customers.

 

Knowledge/Skills/Background/Experience

  • 2+ years financial services or banking experience required
  • Treasury Management experience preferred
  • Excellent communication skills required
  • Accuracy, attention to detail and professionalism required

 

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

 

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From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicagos Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries,...

Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity

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Job Posting: 11993409

Posted On: Jun 21, 2024

Updated On: Jul 21, 2024

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