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Northern Trust

Global wealth management and asset servicing

Associate CS Treasury Management

Customer SupportConfirmed live in the last 24 hours
Full-timeTempe, AZ, USAIn-person

About the Job

Requirements

  • Five or more years of client servicing experience and related Treasury Management product experience.
  • Knowledge of bank products, usually acquired through training programs or experience, is required to support products for the client.
  • Analytical, organizational, and sales skills are required to research and resolve inquiries and manage conflicting priorities and workflow.
  • Communication skills are required to interact effectively with partners and clients.
  • Negotiation skills are required to recommend enhancements or cross-sell products and services.
  • Applicants must be authorized to work in the United States without employment-based visa sponsorship now or in the future.

Responsibilities

  • Act as the initial contact for complex client or partner inquiries about bank products and services.
  • Respond to inquiries by gathering and analyzing data to identify and solve complex problems with little or no precedent, or refer inquiries to the appropriate area for resolution.
  • Communicate action plans with specified timelines and updates to partners and clients as issues are resolved, and document and prepare reports regarding client calls.
  • Analyze inquiry reports to identify potential problem situations, trends, and improvement opportunities.
  • Recommend changes to processing, suggest improvements to existing processes such as client account setup, and propose solutions to improve team efficiency where needed.
  • Recommend product or service enhancements to the unit based on inquiries received.
  • Initiate client communications to add value to the relationship by cross-selling products and services, and communicate possible processing issues or service interruptions.
  • Participate in client meetings or conference calls as required.
  • Keep abreast of new or existing bank products and services.
  • Perform in a leadership capacity within the department for escalations, projects, and training.

About the Company

Northern Trust

Global wealth management and asset servicing

Preparing company summary.

Company size
10,001+
Company stage
IPO
Headquarters
Chicago, IL
Founded
1889

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