Senior Treasury Management Specialist- Implementations

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:

The role of Senior Treasury Management Specialist- Implementations is to onboard 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. Prepare product documentation and implement additional accounts and services for customers.  

The Senior Treasury Management Specialist- Implementations position differs from the TM Specialist position- Implementations in that they work complex and technically sophisticated TM products and services onboarding.  The Senior Treasury Management Specialist- Implementations position is considered elevated role and will provide coordinator of onboarding with customers, sales and 3rd party providers.   Technical product knowledge is an important aspect of the role.

What you’ll do:

• Provide onboarding of new and existing clients

• Pull TM New Product Tickets through the ITSM Self Service Tool (Heat)

• Assist management with projects as needed and when requested

• Assist management with employee onboarding and new employee training

Qualifications:

• 5+ years of Treasury Management experience. 

• Ability to train other employees, answer their questions, and provide guidance

• Technical resource to TMSS employees

• Competency to handle difficult customer calls

• Ability to pull all ticket types (both simple and complex) without hesitation

• Focus on customer service for both internal and external clients

• Extensive knowledge of Treasury Management products and the banking industry

• 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

Compensation:

The estimated hourly rate for this role is $26.00 - $32.00, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate’s qualifications, skills, and experience.

From our first day in business, Wintrust has been proud to serve a