Banking Operations Customer Experience Specialist

001 The Northern Trust Company; Tempe (AZ); On-site; USD 42,000 - 54,000; Full time

Job summary

The Northern Trust Company is seeking a dedicated customer service professional for its Tempe, AZ office. You will handle inbound and outbound calls, log client inquiries in the CRM, and provide accurate, timely resolutions while identifying upsell opportunities.

Strong communication and multitasking skills are essential in a fast-paced financial services environment. Preferred candidates hold a bachelor's degree and have experience with CRM systems.

Qualifications

• College or university degree preferred.
• Experience in a call center or customer support role desirable.
• Familiarity with CRM systems and banking terminology.

Responsibilities

• Manage large amounts of inbound and outbound calls in a timely manner.
• Log inquiries with detailed notes in the CRM database.
• Provide accurate information and solutions; upsell where appropriate.
• Communicate updates to clients via phone or email when needed.

Skills

Phone etiquette

Customer service

Interpersonal communication

Active listening

Multitasking

Teamwork

Education

Bachelor's degree

Tools

CRM systems

Email tools

Job description

The Northern Trust Company is seeking a dedicated customer service professional for its Tempe, AZ office. You will handle inbound and outbound calls, log client inquiries in the CRM, and provide accurate, timely resolutions while identifying upsell opportunities.

Strong communication and multitasking skills are essential in a fast-paced financial services environment. Preferred candidates hold a bachelor's degree and have experience with CRM systems.