Wintrust

Wintrust

Deposit Strategies Portfolio Manager

Rosemont, IL

Sponsorship not specified$80k-$100kDetected 7 days ago
Customer SupportCommunicationProblem Solving

About the role

  • 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!
  • Act as the primary escalation point for complex or high-impact client inquiries and issues.
  • Ensure a smooth and compliant experience from initial setup through ongoing servicing and retention.

Responsibilities

  • Execute and manage day-to-day client service activities, including responding to inquiries, processing requests, and ensuring timely, accurate resolution across all service channels.
  • Maintain a high standard of responsiveness and quality to support consistent and reliable client experience.
  • Coordinate with internal partners, including Treasury Management, Deposit Operations, Loan Operations, and other support teams, to fulfill client needs and resolve service requests.
  • Support the onboarding of new clients and manage ongoing account lifecycle activities, including maintenance, updates, and service changes. Ensure a smooth and compliant experience from initial setup through ongoing servicing and retention.
  • Manage customer service for a designated portfolio of high-value deposit clients, serving as the initial point of contact and accountable owner of the end-to-end service experience.
  • Oversee day-to-day service delivery by coordinating across internal partners including Treasury Management, Deposit Operations, International Services, and Loan Operations.
  • To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success.

Requirements

  • Provide support to Relationship Managers by assisting with client communications, preparing documentation packages, gathering required information, and facilitating ongoing service-related needs.
  • 7+ years of experience in customer service roles supporting various RMs and customers.

Nice to have

  • Bachelor's degree preferred.

Compensation

  • The estimated salary range for this role is $80,000-$100,000, along with eligibility to earn an annual bonus.

Benefits

  • Medical Insurance
  • Life insurance
  • Short-term and long term Disability Insurance
  • Parental Leave
  • Flexible Spending Account (FSA)
  • Employee Stock Purchase Plan at 5% discount
  • Transportation and Commuting Benefits

Equal opportunity

  • Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer.
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This listing is sourced directly from Wintrust's careers page and normalized into a canonical job model.