Global Relationship Associate – Banking & Wealth (Spanish)

Northern Trust; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Northern Trust in Houston seeks a skilled client servicing professional to support Relationship Managers in banking accounts and client presentations. You will understand client needs, gather required information, and coordinate with partners to facilitate service changes or transactions.

Ideal candidates have 5+ years in financial services, knowledge of KYC/AML procedures, and fluent Spanish. Proficiency in Microsoft Office and strong communication skills are essential in a collaborative,

Qualifications

• Knowledge of banking products and services.
• Excellent verbal and written skills.
• Highly proficient in Microsoft Office.
• Languages - Fluent Spanish required.
• 5+ years’ experience in financial servicing with client servicing background.

Responsibilities

• Assists Relationship Manager with internal administration of accounts, business development and client presentations for Banking
• Develops understanding of the client’s need behind service requests and communicates to Lead RM. Obtains appropriate information from partners and clients to facilitate service changes or transactions
• Well versed with Northern’s KYC and Enhanced Due Diligence procedures and updates the KYC/CRF when applicable
• Develops an in depth understanding of Northern’s “Inbound Wealth” certification process
• Communicates with clients regularly to inform them of account set-up or status, past due loans, document requests or other information
• Coordinates with the back office (CSST) on deposit related transaction processing and to execute daily client transaction activity including account opening, exception clearing, overdrafts, fees; handles inquiry resolution; obtains appropriate documentation necessary for bank account openings, monitoring and file maintenance; requests and ensures systems information is up-to-date; execution of client servicing events, communicating with clients and other internal and external partners
• Completes and submits complete package of new accounts / prospects to AML for review

Skills

Banking knowledge

Microsoft Office

Spanish (Fluent)

Job description

Northern Trust in Houston seeks a skilled client servicing professional to support Relationship Managers in banking accounts and client presentations. You will understand client needs, gather required information, and coordinate with partners to facilitate service changes or transactions.

Ideal candidates have 5+ years in financial services, knowledge of KYC/AML procedures, and fluent Spanish. Proficiency in Microsoft Office and strong communication skills are essential in a collaborative,