Treasury Management Client Support

Treasury Management Client Support

Summary

The successful candidate, works within the Treasury Management Client Support Team in delivering solutions to clients and partners. This individual acts as the initial contact for complex client or partner inquiries for bank products and services. Additionally, this person is responsible for servicing clients and partners by responding to inquiries regarding the Bank's Treasury Management products and services. Recommends enhancements to unit management and cross sells products to clients.

Main Duties

• 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.
• Researches and resolves inquiries and communicates resolution to appropriate parties.
• 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.

Qualifications

• At least 3 or more years client servicing experience.
• Treasury Management and banking servicing experience strongly preferred.
• 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.
• Manage conflicting priorities and workflow.
• Communication skills are required in order to effectively interact well with all internal partners and clients.
• Negotiation skills are required to recommend enhancements or cross sell products and services.

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With more than 130 years of financial experience and over 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

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 that is committed to strengthening the communities we serve!