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Northern Trust

Global wealth management and asset servicing

International Relationship Associate

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeHouston, TX, USANo salary listedIn-person

About the Job

Requirements

  • Knowledge of banking products and services.
  • Highly proficient in Microsoft Office, including Outlook, Excel, Word, and PowerPoint.
  • Fluent Spanish language proficiency.
  • Conceptual knowledge of theories, practices, and procedures within a job discipline.
  • At least 5 years of experience, or equivalent, in the financial servicing field with a client servicing background.
  • Authorization to work in the United States without current or future employment-based visa sponsorship.

Responsibilities

  • Assist the Relationship Manager with internal account administration, business development, and banking client presentations.
  • Develop an understanding of clients’ needs behind service requests and communicate them to the Lead Relationship Manager.
  • Obtain appropriate information from partners and clients to facilitate service changes or transactions.
  • Apply Northern Trust’s Know Your Customer and Enhanced Due Diligence procedures and update the KYC/CRF when applicable.
  • Develop an in-depth understanding of Northern Trust’s Inbound Wealth certification process.
  • Communicate regularly with clients about account setup or status, past-due loans, document requests, and other information.
  • Coordinate with the back office on deposit-related transaction processing and execute daily client transaction activity, including account opening, exception clearing, overdrafts, and fees.
  • Handle inquiry resolution and obtain documentation needed for bank account openings, monitoring, and file maintenance.
  • Request and ensure that systems information is up to date.
  • Execute client servicing events and communicate with clients and internal and external partners.
  • Complete and submit packages for new accounts and prospects to Anti-Money Laundering for review.

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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