Associate CS Treasury Management

001 The Northern Trust Company; Tempe (AZ); On-site; USD 48,000 - 76,000; Full time

Benefits offered by this job

401k and pension

Health and welfare benefits

Paid time off

Discretionary bonus program

Job summary

The Northern Trust Company is seeking a skilled client service professional in Tempe, AZ to handle complex inquiries, analyze data, and improve processes across banking products and services. You will work with partners and clients to resolve issues and maintain service levels.

Five or more years of client servicing experience in Treasury Management is preferred; the role involves leadership during escalations and training, with a strong emphasis on service, expertise, and integrity.

Qualifications

• Analytical ability to research and resolve inquiries.
• Strong organizational skills to manage multiple priorities.
• Sales skills to cross-sell products and services.
• Excellent communication with partners and clients.
• Negotiation skills to recommend enhancements or cross-sell.

Responsibilities

• Acts as initial contact for complex client or partner inquiries for bank products and services.
• Responds to inquiries by gathering and analyzing data to identify and solve problems.
• Communicates action plans and updates to partners and clients; documents calls.
• Analyzes inquiry reports to identify trends and improvements; suggests process improvements.
• Initiates client communication to add value and cross-sell products and services.
• Participates in client meetings or conference calls as required.
• Keeps abreast of new or existing bank products or services.
• Performs in a leadership capacity for escalations, projects and training.

Skills

Analytical thinking

Organizational skills

Sales skills

Communication skills

Negotiation skills

Job description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Major Duties

• Acts as initial contact for complex client or partner inquiries for bank products and services.
• Responds to the inquiries by gathering and analyzing data to identify and solve complex problems that arise with little or no precedent, or referring the inquiry to the appropriate area for resolution.
• Communicates action plans (with a specified time-table) and updates as appropriate for issue resolution to partners and clients. Documents and prepares reports regarding client calls.
• Analyzes inquiry reports to identify potential problem situations, trends, and improvement opportunities. Recommends changes to processing and suggests improvements to existing processes (client account set-up) and solutions to improve the efficiency of the team where needed.
• Recommends enhancements to unit for products, or services based on inquiries received.
• Initiates client communication to add value to the relationship by cross selling products and services in addition to communicating possible processing issues or interruption of service.
• Participates in client meeting/conference calls as required.
• Keeps abreast of new or existing bank products or services.
• Perform in a leadership capacity within the department as it pertains to escalations, projects and training

Knowledge

Knowledge of bank products usually acquired through training programs or experience is required to support products for the client. Analytical, organizational, and sales skills are required to research and resolve inquiries and manage conflicting priorities and workflow. Communication Skills are required in order to effectively interact well with all partners and clients. Negotiation skills are required to recommend enhancements or cross sell products and services.

Experience

Five (5) or more years client servicing experience and related Treasury Management product

Salary Range

Salary Range: $47,690 - 76,380 USD Salary range is a good faith estimate of base pay.

Benefits

• Northern Trust provides a comprehensive benefits package including 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, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

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 committed to an inclusive workplace and assisting the communities we serve. Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Looking for greater? You found it.

A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

Terms and Conditions

Terms and Conditions Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

APAC/INDIA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Canada EEO STATEMENT

Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

EMEA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

USA EEO STATEMENT

It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S.)