Carlos Compean
Chicago,IL
Summary
Dedicated Senior Treasury Management Support Specialist with over seven years of experience at Wintrust Financial, specializing in client onboarding, implementation of treasury products, and process improvements. Proven in providing white glove service, collaborating with sales teams, and meeting SLAs to ensure seamless client integration. Recently promoted to Senior Treasury Management - Technical Support, training as a subject matter expert on complex products like Integrated Payables and Winvoice. Fluent in Spanish, with strong relationship management skills to drive compliance and efficiency in transaction banking environments. Seeking to leverage expertise in Treasury Management Impl Coor role at Old National Bank
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Treasury Management Support Specialist
Wintrust Financial Corp
07.2018 - Current
- Promoted to Senior Treasury Management - Technical Support, tasked with mastering complex treasury management products (Integrated Payables, Loan Sweeps, Winvoice) to become a subject matter expert, enhancing team capability on lesser-used, high-complexity solutions and supporting implementation for new clients.
- Led client onboarding and implementation processes for high-value accounts, drafting agreements, executing via DocuSign, collaborating with treasury management sales and account officers, training customers on products, and finalizing setups to meet SLAs and ensure compliance with regulatory standards.
- Provided white glove service for tier 3 implementations, hand-picked by SVP Tammy Jones for a client conversion project from another bank, demonstrating exceptional relationship management and problem-solving to integrate complex services like ACH, resulting in seamless transitions and high client satisfaction.
- De-escalated client concerns through active listening and tailored solutions, consistently achieving high satisfaction and strengthening client relationships during onboarding and support phases.
- Answered the Treasury Management Support line, assisting clients with diverse needs and ensuring prompt, professional service while prioritizing implementations within published SLAs.
- Provided technical support and troubleshooting for treasury management systems, including ACH, Wire Origination, Remote Deposit Capture, and Positive Pay, incorporating configuration changes for existing clients.
- Acted as liaison between clients, financial institutions, and internal departments to facilitate smooth communication, issue resolution, and tailored onboarding strategies.
- Trained and mentored new and existing team members, including shadowing two new employees on phone calls and conducting training sessions on call types and implementation procedures, earning an internal Wow Award for contact center leadership.
- Managed onboarding of new clients and existing accounts, preparing and executing documentation via DocuSign for accuracy and compliance, while recommending process revisions to expedite service implementations.
- Processed customer requests through the internal workflow Queue (Salesforce cases), including new service implementations, limit adjustments, and RDC equipment replacements, driving process improvements and risk controls.
- Collaborated with Business Process Improvement (BPI) team over 6 months, meeting biweekly to optimize department processes, increasing productivity through shadowing, system walkthroughs, and reviewing process diagrams to support efficient treasury implementations.
Education
Some College (No Degree) -
National Louis University
122 S Michigan Ave, Chicago, IL 6060301-2018
City Colleges of Chicago
30 E Lake St, Chicago, IL 6060105-2017
Skills
- Fluent in Spanish
- Customer Service
- Problem Solving
- Team Player
- Adaptable
- Communication Skills
- Receptive to Feedback
- Tech-Savvy
- Resourceful
- Time Management
Certification
Pre-baccalaureate Certificate - Financial Operations National Louis University January 2018
Custom Section
Year Up 223 West Jackson Blvd. Suite 400 Chicago, IL 60606 September 2017 - January 2018
Year up is a non-profit organatization devoted to close the Opportunity Divide by ensuring that young adults gain the skills, experiences, and support that will empower them to reach their potential through careers and higher education.
Timeline
Senior Treasury Management Support Specialist
Wintrust Financial Corp
07.2018 - Current
Some College (No Degree) -
National Louis University
City Colleges of Chicago
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