Banking Operations Specialist

Job Description for Banking Operations Specialist:

Banking Operations Specialists must possess strong communication and interpersonal skills to effectively interact with clients and provide them with personalized financial advice.

Engaging in and upholding meaningful relationships with customers is central to the responsibilities of a Banking Operations Specialist, which includes delivering a range of financial services. This role primarily involves understanding the needs of clients, recommending suitable financial solutions, assisting in branch operations, and helping to drive the bank's growth.

Why Join Us?

• The Chicago Tribune has repeatedly honored the exceptional culture of this organization by naming it a Top Workplace for the past 12 years, recognizing its consistent dedication to providing a supportive and engaging workplace setting
• The Employee Recommended Award has been an annual recognition by The Globe and Mail for six consecutive years
• The possibility of a discretionary bonus on an annual basis, coupled with a competitive level of pay
• Thorough benefits offering medical, dental, vision, life insurance, a 401(k) with a generous company match, and reimbursement options for tuition costs
• Family-friendly work hours
• Expansion opportunities available at numerous community bank locations
• Strong promote-from-within culture

What You’ll Do:

Being a Banking Operations Specialist requires you to forge and uphold significant relationships with customers, utilizing your financial understanding to propose suitable solutions that fulfill their requirements. Your pivotal role contributes to the advancement of the branch by:

• Establishing enduring connections with clients through comprehending their financial requirements and suggesting suitable products and services
• Working together with interdepartmental colleagues, such as Mortgage and Wealth Management, to provide customers with tailored expertise
• Utilizing a cashier's till to facilitate transactions for clients at the teller counter and in the drive-in banking lanes
• Job requirements encompass setting up new accounts, maintaining account details, and offering support for online banking features
• Noting potential deceitful behavior and various operational and financial threats
• Aiding in the execution of bank operational procedures according to shift schedules
• Aiding in the promotion of bank-sponsored events and community engagement initiatives

Qualifications:

• Attainment of a bachelor's degree in engineering, computer science, or a related field
• Candidates are expected to hold a high school diploma or its equivalent GED
• Intermediate computer skills
• Competent in handling loads up to 50 pounds

Benefits:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Accidental death and dismemberment policies typically cover a range of situations where the policyholder may experience accidental death or dismemberment
• The purpose of short-term and long-term disability insurance is to offer a safety net for individuals in case they are unable to work due to a disability, protecting their income and financial stability
• Parental Leave
• Employee Assistance Programs (EAPs) are a valuable benefit that can support employees in overcoming challenges, reducing stress, and enhancing their overall quality of life
• The retirement benefit packages that consist of traditional and Roth 401(k) plans with company match provisions
• Using a Flexible Spending Account (FSA) allows individuals to allocate pre-tax earnings towards medical expenses, providing a cost-effective way to manage healthcare costs
• The Employee Stock Purchase Plan offers employees the chance to buy company stock with a 5% markdown
• Critical Illness Insurance
• Accident Insurance
• Positive impacts of transportation and commuting
• Banking Benefits
• Pet Insurance

About Wintrust:

Wintrust operates through 16 bank licenses and nine non-bank entities to provide a comprehensive suite of community and commercial banking, specialty finance, and wealth management solutions. The company's approach balances the tailored, personal service of community banking with the extensive resources associated with larger financial institutions.

Wintrust serves customers in every state in the U.S. and has a network of more than 200 branches in various regions such as Illinois, southern Florida, northwestern Indiana, western Michigan, and southern Wisconsin. The company also has commercial banking facilities in cities like Chicago, Denver, and Milwaukee, as well as key branches spread throughout Illinois.

Wintrust Financial Corporation upholds its status as an Equal Opportunity Employer by providing unbiased employment opportunities to qualified candidates without discrimination based on racial background, ethnicity, gender, age, disability, veteran status, or genetic information, among other protected categories. The company is dedicated to promoting diversity and inclusion in the workplace.

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