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This position has closed. Wintrust removed this listing from their careers page on Sep 25, 2026. The interview prep below is still useful, and there are similar open roles at the bottom of this page.

Treasury Management - Implementation Specialist

Wintrust · Rosemont, IL · $20.00–$26.00 an hour · Full time

Posted Aug 21, 2026 · We last checked this listing on Sep 22, 2026

Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Tell me about a time a customer did not understand something you had explained twice. What did you change?

What they are checking: Adaptability in explanation rather than repetition.

How do you prepare for an installation so it does not run over?

What they are checking: Preparation habits on a scheduled, on-site task.

Wintrust also posted a Treasury Management Specialist for support and a Treasury Management Sales Associate at the same time. Why implementation for you?

What they are checking: Self-placement across the three treasury roles posted together.

This is onsite in Rosemont at $20.00 to $26.00 an hour plus an annual bonus, asking for two or more years in financial services or banking. How much travel across the footprint would you expect, and what do you want to ask about it?

What they are checking: Whether they notice that on-site installations imply travel the posting does not quantify.

What would you do

Customer training is a large part of this role. Walk me through training a business owner on a new treasury product, on site.

What they are checking: Training delivery to a non-technical business customer.

An implementation is scheduled and the customer is not ready on their end. What do you do?

What they are checking: Managing a dependency you do not control.

You are asked to help with support calls and maintenance on top of your implementations. How do you keep both moving?

What they are checking: The dual duty this posting builds in explicitly.

About the work

Accuracy on customer agreements is called critical here. What is your process for checking one before it goes out?

What they are checking: The document accuracy this posting names as the central risk.

The Wintrust footprint spans sixteen bank charters. What would you want to understand about how the charters differ before you implement across them?

What they are checking: Awareness of the multi-charter structure the posting references.

Walk me through what goes wrong most often in a treasury implementation, in your experience.

What they are checking: Real implementation experience judged by knowing the failure modes.

Practice this interview out loud.

Offer builds a real interview for this exact role at Wintrust from your resume and this job description, asks the questions one at a time, and tells you what landed. The first one is free.

Practice this out loud

The full job description

As published by Wintrust.

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 12 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 Treasury Management Implementation Specialist is to process 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. • Assist with TM Support calls and maintenance as needed. • Prepare product documentation and implement additional accounts and services for customers. Qualifications: • 2+ years financial services or banking experience required • Treasury Management experience preferred • Excellent communication skills required • Accuracy, attention to detail and professionalism required 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 $20.00 - $26.00, 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. #LI-ONSITE From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. 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. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.