CAREERS

Wealth Management Client Service - Banking Rep

📁
Operations/Banking
📅
87733 Requisition #

The Banking Services Bankers and Representative serves as a centralized point of support within the WMCS Banking Services and Client Services Teams, servicing banking clients and other individuals over the phone. 

 

Primary Responsibilities:

  1. Act as initial contact for complex client or partner inquiries for bank products and services by answering incoming phone calls or emails.
  2. Follow documented Banking Solutions Team procedures to resolve inquiries and perform functional transactions accurately (such as money transfers, stop payments, and ATM/Debit card maintenance) using the bank’s systems. Issues beyond scope of responsibility are referred to the appropriate department.
  3. Document client call including the initial inquiry and research or resolution of the issue. Route issues to the appropriate department when follow up is needed. Take ownership of any pending issue until completion, including making outbound calls to client to provide status updates.
  4. Complete assigned client outreach requests.
  5. Participate in team projects and complete related assignments.   
  6. Recommend products and services to add value to the client relationship. 
  7. Keep abreast of new and existing bank products and services.
  8. Meet personal statistical targets for quality and efficiency enabling the team to meet service level commitments.
  9. Identify potential problem situations, trends, and improvement opportunities. Recommend enhancements for client, products, or services based on inquiries and feedback received.
  10. Apply feedback from monthly 1-1 meetings to continuously improve performance.
  11. Participate in annual compliance course training and monthly staff meetings.

 

Knowledge/Skills:

  • Must be available to work: Monday - Friday 12:30-9pm CST year round. Contact center supports CST time zone and will change during daylight savings to accommodate the same business hours year round. 
  • Knowledge of bank products and processes is required. 
  • Strong analytical, organizational, and multi-tasking skills are necessary.
  • Excellent interpersonal, verbal and written skills are a must.  Technical aptitude for navigating systems and applications using a Windows based PC is required. 
  • Familiarity with Avaya phones, eRM, IBS Insight, and/or Northern Image is a plus. 
  • The environment is fast-paced and challenging.  Members of the team must have the ability to work individually and collaboratively. Also, must be flexible to adapt to rapidly changing business conditions. 

Experience Required:

  • Minimum of 3 years in direct client serving role(s) is required. Prior banking experience is preferred.

 

About Northern Trust:
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. 

Working with Us:
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!                

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why we are honored to receive the following awards in 2021: 

•    Gender Equality Index Member, Bloomberg
•    Top Financial & Banking Company, Black EOE Journal, Hispanic Network Magazine, Professional WOMAN'S Magazine

We’d love to learn more about how your interests and experience could be a fit with one of America’s best banks and most sustainable companies! Build your career with us and apply today.

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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), 1800-425-0333 (India), +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/India EEO Statement
    • APAC/INDIA 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