Treasury Services Professional

Wintrust Financial Pewaukee , WI 53072

Posted 3 months ago

This positionwill perform various Treasury Management duties in support of the bank's Commercial clients and the Treasury Management Services they use. Interact with currentand prospective commercial clients multitasks various daily duties, possesses akeen attention to detail, as well as effectively manages changing priorities.

Support of the Treasury Management salesprocess. Process internal documents andobtains signatures required to implement services including tracking of ACHcredit exposure approvals through credit as requested by Treasury Sales.

Submit requests through Workflow Tool torequest Treasury Documentation required for new products and services orrevisions to existing agreements as directed by Treasury Sales. Responsible for tracking the return ofAgreements and notifies Treasury Sales or contacts customers to follow up ondocumentation requested. Compile alldocuments (internal and external) and forwards completed package to TreasurySupport for implementation through Workflow Tool.

Review and respond to daily emails and callsfrom commercial clients. Prepare finalsales proposals to present to customers.

Pull monthly reports reflectingexpirations of pricing exceptions and waives to be reviewed by TM Sales.Submits XAA maintenance through ticket system as requested by TM Sales.

Review prelim statements at request ofTM Sales to confirm all billing is correct and services have been added/deletedas requested. Opening checking accounts on an emergency back-up basis.

Wintrust Financial Corporation (Wintrust) is a financialservices company based in Rosemont, Illinois, with approximately $27 billion inassets. We engage in the business of providing traditional community bankingservices, commercial banking, wealth management services, commercial insurancepremium financing, life insurance premium financing, mortgage origination,short-term accounts receivable financing, and certain administrative services,such as data processing of payrolls, billing and treasury management services.We provide community-oriented, personal and commercial banking services tocustomers located in the greater Chicago, Illinois and southern Wisconsin areasthrough our 15 wholly-owned banking subsidiaries.
3-5 years of experiencewith treasury management products. Working knowledge of banking processes and procedures. Able to prioritize and plan workrequirements, use time efficiently, and seek increased responsibilities. A working knowledge of Excel, Power Point and

Word is required. Should haveintermediate-to-advance skill level with spreadsheet and word processingsoftware.

We provide an engaging, dynamic work environment, an excellentcompensation package including 401k, employee stock purchase plan,medical/dental, life insurance and more!

Wintrust Financial Corporation, including communitybanking and financial services subsidiaries, isan Equal Opportunity Employer. All qualified applicants will receiveconsideration for employment without regard to race, color, religion,ethnicity, gender, sexual orientation, gender identity, national origin,veteran status, or disability.

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Treasury Services Professional

Wintrust Financial