Treasury Management Administrative Specialist

Wintrust•Rosemont, IL

3d•$20 - $26•Hybrid

About The Position

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.” Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 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 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture Position Overview: This position supports our Treasury Management Sales Team throughout all Wintrust charters. This employee works alongside Sales Reps, Implementation/Support Reps, Customer Service Professionals, Product Managers, and Relationship Managers, assisting with a high volume of tasks including new product implementations, maintenance, research, reviews, and pricing. What you’ll do: This employee will interact with bank personnel across all lines of business and occasional direct client contact. They must be able to multitask various daily duties for multiple TM Officers, possess a keen attention to detail, and effectively manage changing priorities. Candidate must be able to adapt to technology changes. They must be able to work independently, and gain and apply knowledge of several information systems. Candidate must be able to prioritize and plan work requirements, use time efficiently, and always seek out opportunities to better support the sales staff.

Requirements

3-5 years of experience in banking
High School Degree or equivalent
Ability to work independently, while establishing strong working relationships with other areas of the Bank
Ability to gain and apply knowledge of information systems
Ability to retain and easily recall new information
Strong organization skills with high attention to detail
Strong verbal and written communication skills are required
Ability to handle sensitive customer information and issues with tact and discretion

Nice To Haves

Experience in commercial banking with Treasury Management product knowledge preferred

Responsibilities

Assist with ticket creation, collection of TM agreements, preparing/gathering additional documents as needed, and managing the workflow of a deal
Assist with creation of tickets, gathering information, collecting signed documents, monitoring for successful completion. Review ACH usage and make recommendations for limits
Troubleshoot and investigate issues related to clients, services, and pricing. Provide reports as requested
Accurate addition and removal of fees, investigating discrepancies, adding and analyzing customized pricing models
Special projects as requested.