Client Relationship Banking Specialist

Northern Trust Corp; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Northern Trust in Atlanta seeks a client account servicing professional to execute wires, fund transfers, and documentation within required timeframes, while maintaining accurate records and imaging. You will interact with relationship management and NCSS teams to gather information and complete requests.

The role requires 2–3 years of related experience, strong client service, problem solving, and communication skills, along with a solid understanding of banking policies.

Qualifications

• 2-3 years of related experience
• Authorized to work in the U.S. without sponsorship now or in the future
• Strong client service, problem solving, and communication skills

Responsibilities

• Executes client account servicing requests including wires and fund transfers, preparing documentation, opening/closing accounts, maintaining records, imaging documents, researching client issues.
• Handles paying and receiving activities, including cash transactions and daily balancing, adhering to WM Lobby Banking Operations policies and procedures.
• Develops understanding of steps involved with each request, communicating with relationship management and NCSS teams to obtain necessary information to execute the activity.
• Maintains understanding of policies and procedures, addressing requirements in a timely fashion and escalating issues to management as needed.
• Gains knowledge of business applications essential to client servicing and stays updated on online tools and system enhancements.
• Assists with maintenance and servicing of Safe Deposit Boxes where available.
• Stays informed of Northern Trust products and services to respond to client questions and assist in expanding client relationships.
• Monitors banking reports and assists with banking audits as directed by the Team Leader / Manager.

Skills

Client service skills

Problem solving

Organizational skills

Verbal and written communication

Job description

Northern Trust in Atlanta seeks a client account servicing professional to execute wires, fund transfers, and documentation within required timeframes, while maintaining accurate records and imaging. You will interact with relationship management and NCSS teams to gather information and complete requests.

The role requires 2–3 years of related experience, strong client service, problem solving, and communication skills, along with a solid understanding of banking policies.