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About the Role
Northern Trust is a global leader in wealth management, asset servicing, asset management, and banking services, guiding successful individuals, families, corporations, and institutions. With over 135 years of experience and a commitment to service, expertise, and integrity, we leverage leading technology and exceptional service to support our sophisticated clients.
Responsibilities
- Act as the initial contact for complex client or partner inquiries regarding banking products and services.
- Assist with creating and implementing complex banking solutions, including treasury management, for new and existing Wealth Management clients.
- Support bankers with internal account administration, business development, and client presentations.
- Conduct due diligence for credit opportunities, including gathering financial statements, industry research, and basic feasibility analysis.
- Liaise with the National Credit Center throughout the credit underwriting process.
- Coordinate with the Client Service Support Team (CSST) to execute daily client transaction activity, including fees, payments, and borrowing.
- Handle inquiry resolution and obtain necessary documentation for credit underwriting, monitoring, and file maintenance.
- Ensure system information is up-to-date and execute client servicing events.
- Communicate with clients and other internal and external partners.
- Coordinate with the CSST team on deposit-related transaction processing, including account opening, exception clearing, and overdrafts.
- Oversee the development of action plans for client servicing and coordinate with team members for execution and follow-up.
- Serve as a resource for the relationship servicing team for highly complex Wealth Management relationships.
- Develop a clear understanding of client needs behind service requests and communicate them to service partners.
- Obtain appropriate information from partners and clients to facilitate service changes.
- Identify service efficiency enhancements, process improvements, and service delivery optimizations.
- Communicate regularly with clients regarding account setup, status, past due loans, or document requests.
- Develop and maintain a working knowledge of loan agreements, financial statements, and other documentation required to monitor client relationships.
Requirements
- 5+ years of experience, or equivalent, in financial servicing/accounting fields with a client servicing background.
- Knowledge of banking products and services is required.
- Knowledge of internal banking functions.
- Analytical, problem-solving, and organizational skills are required.
- Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
Skills
- Client Servicing
- Financial Servicing
- Accounting
- Banking Products
- Banking Services
- Treasury Management
- Credit Underwriting
- Transaction Processing
- Relationship Management
- Analytical Skills
- Problem Solving
- Organizational Skills
Location
- USA
Work Type
- Full-time
Experience Level
- 5+ years
Salary/Compensations
- $77,625 - $128,225 USD
Benefits
- Comprehensive benefits package
- Retirement benefits (401k and pension)
- Health and welfare benefits (medical, dental, vision, spending accounts and disability)
- Paid time off
- Parental and caregiver leave
- Life & accident insurance
- Other voluntary and well-being benefits
- Discretionary bonus program that may include an equity component
About the Company
- Northern Trust is a global leader in innovative wealth management, asset servicing, asset management and banking services.
- Founded in 1889, the company is guided by three enduring principles: Service, Expertise, and Integrity.
- With over 135 years of financial experience and more than 24,000 partners, Northern Trust serves sophisticated clients using leading technology and exceptional service.
- Northern Trust fosters a flexible and collaborative work culture with a strong history of financial strength and stability.
- Movement within the organization is encouraged, senior leaders are accessible, and the company is committed to an inclusive workplace and community assistance.
- Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of its culture.
Equal Opportunity
- Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities.
- Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity.