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Sales Support, Lending Associate

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Personal Banking/Private Bankg
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70206 Requisition #
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This position is located in Delray Beach, Florida.


The key responsibilities of the role include:

 

Sales and Administrative Support:

  • Assist Partners with all aspects of the sales process relating to identification of potential prospects and generating new trust and investment business including pipeline management.
  • Additional duties will include providing support for the investment professionals when needed inclusive of assisting with performance reporting, client meeting preparation, etc.
  • Primary duties will include assisting Wealth Strategists with seeking prospects combined with active calling efforts; researching and uncovering potential prospects; preparing materials for client meetings and new business presentations; coordination of sales activities around seminars, COI cultivation, community and bank sponsored events; responsible for preparing new business documentation; work the will bank to generate current fee opportunities; and ensures that the sales process is proactive and timely.
  • Obtain strong understanding and knowledge on investment management, fiduciary and financial planning matters.
  • Researches prospects through various databases. Prepares materials (i.e. letters, agreements, and marketing updates) for prospects, COI or client meetings and presentations.
  • Performs special projects (i.e. coordinating reports, preparing account analysis and workflow reports) that require responding to specific account inquiries and issues.
  • Develop knowledge of a full range of trust-oriented services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate and tax planning). Attend meetings and classes to keep abreast of personal financial planning products and services. 

Banking:

  • Under general supervision (but works independently most of the time) responsible for coordinating the account administration for Banking clients; responds to client inquiries, produces reports and oversees transaction processing. Also responsible for assisting Private Bankers in business development; creating client presentations and coordinating with the CSST servicing team. Resolves all types of operational or processing issues.
  • Assists bankers with internal administration of accounts, business development and client presentations including due diligence at the onset of a credit opportunity which includes gathering financial statements, industry research, basic feasibility analysis and other credit information required to assess loan.
  • Acts as liaison with National Credit Center at inception and throughout Credit underwriting process.
  • Coordinates with CSST to execute daily client transaction activity and transaction processing including fees, payments and borrowing; handles inquiry resolution; obtains appropriate documentation necessary for credit underwriting, monitoring and credit file maintenance; requests and ensures systems information is up-to-date; execution of client servicing events, communicating with clients and other internal and external partners
  • Oversees development of appropriate action plans for client servicing and coordinates with other team members across disciplines to ensure execution and follow-up
  • Develops clear understanding of clients need behind service requests and communicates to service partners. Obtains appropriate information from partners and clients to facilitate service changes
  • Communicates with clients regularly to inform them of account set-up or status, past due loans, document requests or other information
  • Develops and maintains working knowledge of loan agreements, financial statements and other documentation required to monitor client relationships

 

The successful candidate will benefit from having:

  • Experience, or equivalent, in financial servicing/accounting fields with client servicing background
  • Knowledge of banking products and services is required.
  • Knowledge of internal banking functions.
  • Analytical, problem solving and organizational skills required
  • Strong computer skills including PowerPoint, Word, Excel
  • Basic knowledge of personal financial planning, trust and investment products and services are required to perform primary duties.
  • Knowledge of the bank computer applications (Lotus Notes, Outlook, Trust Systems, and Sales Force) is required to generate sales reports and mine databases.
  • Organizational and personal computer skills are necessary to prepare materials for prospect and COI meetings and presentations

For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 16,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.

 

We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.

 

As of March 31, 2018, Northern Trust Corporation had:

  • $10.8 trillion in assets under custody/administration
  • $8.1 trillion in assets under custody
  • $1.2 trillion in assets under management
  • $130 billion in banking assets

 



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Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
  • APAC EEO Statement
    • APAC EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • USA EEO Statement
    • USA EEO STATEMENT

      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO poster (U.S.)EEO is Law Poster Supplement