Job Description
Job DescriptionThe Opportunity
Description
- Execute and submit client account servicing requests within appropriate time frames, including but not limited to submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues.
- Handle paying and receiving activities, including cash transactions and daily balancing activities. Fully understand and adhere to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet.
- Develop strong understanding of required steps involved with each request, communicating with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute requested activities.
- Maintain strong understanding of policies and procedures and address the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues or concerns to management.
- Develop strong knowledge of the various business applications critical to client and account servicing, including online tools, and seek to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing.
- Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.
- Stay informed of new or existing Northern Trust and Wealth Management products, services, and compliance requirements to respond to client questions and assist in selling services that result in expanding overall client relationships.
- Monitor banking reports and provide assistance with banking audits as directed by the Team Leader / Manager.
Experience Required for Your Success
- 2+ years of experience in banking, preferably in a teller role or working closely with teller teams.
- Strong understanding of banking policies, procedures, and branch operations; candidates without prior banking experience have not been successful in this role.
- Open to candidates with backgrounds in wealth management or smaller community banks.Top soft skills: personable and client-focused, dependable and organized, able to manage multiple priorities in a fast-paced, high-volume environment.
- Proven ability to multi-task effectively in a dynamic and sometimes chaotic setting.Excellent verbal and written communication skills with professional phone etiquette.
- Experience with calendar management and scheduling.
Benefits:
- Medical, Dental, and Vision Insurance plans
- 401K Offered
Company DescriptionDiversity is our legacy, our today, and our tomorrow.
As an employee-owned, women-led organization, we have a long-standing commitment to fostering a diverse and inclusive workforce while helping our clients achieve the same. We’re inspired to do our best work every day because our best work enriches careers and lives, drives business successes, and fuels technology innovation.
Company Description
Diversity is our legacy, our today, and our tomorrow.\r\nAs an employee-owned, women-led organization, we have a long-standing commitment to fostering a diverse and inclusive workforce while helping our clients achieve the same. We’re inspired to do our best work every day because our best work enriches careers and lives, drives business successes, and fuels technology innovation.