Description:
Under general supervision (but works independently most of the time), responsible for delivering and overseeing an exceptional client service experience, while providing account administration for Banking clients, including servicing clients with a full range of banking products (deposits and loans); responding to client inquiries, producing reports and overseeing transaction processing. Also responsible for assisting Bankers in business development; creating client presentations and coordinating with the servicing team. Resolves all types of operational or processing issues.
- 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
- Prior 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