15 days old

Universal/Personal Banker

Northern Trust
Chicago, IL 60602
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The Wealth Management Account Manager supports banking clients and responds to client inquiries. Executes client account servicing activities as requested by partners within appropriate time frames, including but not limited to assisting clients with banking and loan inquiries, updating client databases, updating client data and status reports, researching of client issues, and workflow distribution for the Banking Services Team. This is a hybrid role (in the office and working from home)

Key Responsibilities

Coordinates with CSST Client Support Services Team (CSST) to execute daily client transaction activity and transaction processing; requests and ensures systems information is up-to-date; execution of client servicing events, communicating with clients and other internal and external partners
Coordinates with the CSST on deposit related transaction processing including account opening, exception clearing, overdrafts, etc.
Oversees development of appropriate action plans for client servicing and coordinates with other team members across disciplines to ensure execution and follow-up
Documents services provided, specialized procedures and ongoing written communications with client as appropriate in managing daily activity
Develops clear understanding of client needs behind service requests and communicates to service partners. Obtains appropriate information from partners and client to facilitate service changes or transactions
Primary focus will be assisting deposit relationship clients with banking needs
Identifies service efficiency enhancements, process improvements and service delivery using creative and proactive measures
Communicates with clients regularly to inform them of account set-up or status, past due loans, document requests or other information
Develops and maintains working knowledge of documentation required to monitor client relationships
Is well versed in the compliance requirements for new accounts and relationships and reviews compliance reports for adherence to policy and procedures
Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools
Knowledgeable of the core aspects of the position, working towards becoming proficient in all areas required of the position


3+ years' experience, or equivalent, in financial servicing/accounting fields with client servicing background
Knowledge of banking products and services is required.
Knowledge of internal banking functions.
Analytical, problem solving, and organizational skills required
Hours: 8:30 - 5:00 pm CST

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally.With more than 130 years of financial experience and over 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Working with Us:

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!

We'd love to learn more about how your interests and experience could be a fit with one of America's best banks and most sustainable companies! Build your career with us andapply today.

Additional Information

Jobs Rated Reports for Bank Teller

Posted: 2022-06-17 Expires: 2022-07-16
Sponsored by:
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Sponsored by:
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Universal/Personal Banker

Northern Trust
Chicago, IL 60602

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Bank Teller
127th2019 - Bank Teller
Overall Rating: 127/199
Median Salary: $29,450

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