Full-Time

Sr Rep – CS Banking Ops

Confirmed live in the last 24 hours

Northern Trust

Northern Trust

10,001+ employees

Consulting
Fintech
Financial Services

Mid, Senior

Tempe, AZ, USA

Category
Supply Chain Management
Operations & Logistics

You match the following Northern Trust's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Excellent phone, verbal and written communication skills are required.
  • Excellent listening and interpersonal skills are required with aptitude to handle irate/challenging callers with minimal assistance.
  • Highly flexible and adaptable to change; able to adopt to a fast paced environment to different personality types and able to learn very quickly.
  • Excellent multi-tasking skills; self-motivated with ability to set priorities and manage time effectively.
  • Computer literacy is required with the ability to navigate several different applications/systems simultaneously.
  • Excellent teamwork capabilities.
  • Ability to troubleshoot various browsers supported by Windows and MAC.
  • A minimum of two years experience in a client servicing call center environment or customer support role is required.
  • Familiarity with CRM systems and practices and banking terminology such as investments, redemptions, ACH’s wire transfers.
  • Familiarity with investment accounts/options i.e. investments, stocks, bonds, mutual funds, trades.
Responsibilities
  • Manage large amounts of inbound and outbound calls in a timely manner by providing quality servicing of client/partner calls through effective communication of call behaviors and accurate information.
  • Follows communication 'scripts' when handling different topics and resolves more complex client/partner inquiries the same day, if not during call.
  • Contacts client by phone or email with any updates when resolution takes longer than 24 hours.
  • Build sustainable relationships and engage customers by taking the extra mile.
  • Performs functional transactions (Dollar Transfers, Stop Payments and ATM/DEBIT card(s) maintenance) accurately and without any monetary errors.
  • Provides accurate transactional information to clients to avoid creating any loss situations for the Unit.
  • Logs detailed descriptions on all client/partner inquiries received via phone, email or fax including a description of client issue/problem and the research or action taken for resolution on the CRM database.
  • Seize opportunities to upsell products when they arise.
  • Must demonstrate excellent written communication skills, send out appropriate email responses, complete emails according to schedule provided within 24 hours from the time that email was received and ensure email report is accurately completed daily.
  • Maintain system access and knowledge level as it pertains to each workgroup that representative has been cross-trained on and frequently attend educational seminars to improve knowledge and performance level.
  • Responsible for identifying the more complex customer needs, clarify information, research issues and provide solutions and/or alternatives.
  • Emerging as an expert in a specific skill set but remains focused primarily on daily execution. Mentor to other more junior level employees.
  • May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role).
  • More technically sound in area of expertise and has broader knowledge of other areas.
Desired Qualifications
  • A College or University degree and/or relevant proven work experience is preferred.

Company Size

10,001+

Company Stage

IPO

Total Funding

N/A

Headquarters

Menlo Park, California

Founded

1889

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for green finance solutions through partnerships like with University of Singapore.
  • Expansion in asset servicing capabilities with blockchain technology.
  • Strategic appointments in MEA highlight trend towards localized service offerings.

What critics are saying

  • Increased competition in asset servicing from global players like State Street.
  • Rising interest rates may impact profitability and demand for interest-sensitive products.
  • Growing trend of digital banking poses threat to traditional services.

What makes Northern Trust unique

  • Northern Trust collaborates with Foundation Source for modern private foundation management services.
  • Appointed by Platinum Asset Management for comprehensive asset servicing in Australia.
  • Partnership with University of Singapore to advance green finance innovation.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Paid Sick Leave

Paid Holidays

Parental Leave

Hybrid Work Options

Flexible Work Hours

Mental Health Support

Wellness Program

Company News

Business Wire
Feb 19th, 2025
Northern Trust Collaborates With Foundation Source to Provide Modern Private Foundation Management Services

Northern Trust collaborates with Foundation Source to provide modern Private Foundation management services.

MarketBeat
Feb 17th, 2025
Freightos Limited (NASDAQ:CRGO) Short Interest Up 97.5% in January

Northern Trust Corp acquired a new stake in Freightos in the fourth quarter worth about $579,000.

ETF Daily News
Jan 27th, 2025
Park Avenue Securities LLC Makes New $212,000 Investment in Northern Trust Co. (NASDAQ:NTRS)

Park Avenue Securities LLC makes new $212,000 investment in Northern Trust Co. (NASDAQ:NTRS).

ConnectWeb
Jan 15th, 2025
Northern Trust Secures Platinum Asset Management Asset Servicing Business

Northern Trust (Nasdaq: NTRS) announced today that it has been appointed by Sydney-based Platinum Asset Management to provide comprehensive asset servicing solutions across their Australian funds.

Asset Servicing Times
Jan 9th, 2025
Northern Trust named custodian for South Yorkshire Pensions Authority

South Yorkshire Pension Authority (SYPA) has selected Northern Trust as its new custodian.