• Acts as a contact for all banking related activities for high-net-worth individuals, family offices and businesses, including but not limited to: opening global and domestic accounts, cash movement transactions, loan advances, exception clearing, overdrafts, deposits, reporting, and other activity surrounding the relationship.

• Assists with implementing banking solutions for new and existing wealth management clients and engages appropriate business unit subject matter experts to explore potential opportunities with the client. Provides maintenance and holistic advice by cross selling and identifying client needs.

• Communicates with clients regularly to inform them of account set-up or status, past due loans, document requests or other information, including obtaining appropriate documentation necessary for file maintenance; requests and ensures systems information is up-to-date.

• Develops and maintains working knowledge of documentation required to monitor client relationships.

• Assists Bankers and team with administration of accounts, business development, client presentations and client events.

• Keeps client experience top of mind and coordinates with other team members across disciplines to ensure proper synchronization.

• Develops clear understanding of clients need behind service requests and communicates to service partners. Obtains appropriate information from partners and clients to facilitate service changes.

• Maintains a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management.

• Monitors banking reports, as well as provides assistance with banking audits.

• Identifies service efficiency enhancements, process improvements, and service delivery.

• Services walk-in clients by opening/closing accounts, depositing checks, answering questions on general inquiries, and assisting with loans and referrals and other banking needs.

Qualifications

• 5+ years’ experience in financial servicing with client servicing background
• Knowledge of banking operations, products and services, acquired through related work experience is preferred
• Analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow
• Ability to think critically and to work well independently and as part of a team
• Excellent verbal and written communication skills
• Technical skills / Microsoft systems knowledge is required
• In office position Monday - Friday

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you’re excited about the role and the opportunity to work with us.

We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.