Associate CS Treasury Management

ntrs; Tempe (AZ); On-site; USD 48,000 - 76,000; Full time

Job summary

Northern Trust in Tempe, Arizona is seeking an experienced client service professional to support complex client and partner inquiries related to bank products and Treasury Management services. The role requires strong analytical, communication, and negotiation skills to analyze data, identify trends, cross-sell solutions, and lead initiatives.

Five+ years of client servicing experience is preferred. Responsibilities include serving as the initial contact, gathering data, documenting reports,

Qualifications

• Five or more years of client servicing experience with Treasury Management product knowledge.
• Strong analytical, organizational and sales skills to research inquiries and priorities.
• Excellent communication and negotiation abilities to cross-sell and resolve issues.

Responsibilities

• Serve as initial contact for complex client or partner inquiries for bank products and services.
• Gather and analyze data to identify and resolve complex problems with limited precedents.
• Communicate action plans with timelines and document reports on client calls.
• Analyze inquiry reports to identify trends and propose processing improvements.
• Recommend product or service enhancements and opportunities to cross-sell.
• Lead client communications to add value and manage potential service interruptions.
• Participate in client meetings and stay updated on bank products and services.
• Provide leadership in escalations, projects and training within the department.

Skills

Client servicing

Analytical skills

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

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