Rep, CS Banking Ops

Northern Trust
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Active listening","Interpersonal skills","Multi-tasking","Self-motivation","Teamwork"]

Manage inbound and outbound client/partner calls, follow communication scripts, and resolve inquiries quickly or escalate as needed. Provide timely updates for issues lasting beyond 24 hours, and log all requests in a CRM with detailed action taken. Perform accurate transaction processing (ACH transfers, stop payments, wires) and maintain system access/knowledge through training. Upsell products when opportunities arise while ensuring no monetary errors.

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FursaFursa
Northern Trust
Northern Trust
1 day ago

Rep, CS Banking Ops

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Manage inbound and outbound client/partner calls, follow communication scripts, and resolve inquiries quickly or escalate as needed. Provide timely updates for issues lasting beyond 24 hours, and log all requests in a CRM with detailed action taken. Perform accurate transaction processing (ACH transfers, stop payments, wires) and maintain system access/knowledge through training. Upsell products when opportunities arise while ensuring no monetary errors.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Manage large volumes of inbound and outbound calls, providing quality servicing through effective communication and accurate information.
  • •Follow communication scripts, resolve client/partner inquiries the same day when possible, and contact clients/partners by phone or email with updates for longer resolutions.
  • •Log all inquiries received via phone, email, or fax in the CRM with detailed issue descriptions, research/action taken, and resolution details.
  • •Perform functional transaction processing accurately (ACH transfers, stop payments, wires, and general maintenance) without monetary errors.
  • •Maintain system access and product/program knowledge, attend educational seminars, and upsell products when opportunities arise.

Key Requirements

  • •Strong phone, verbal, and written communication skills with active listening and interpersonal ability to handle challenging callers.
  • •Computer literacy and the ability to navigate multiple applications/systems simultaneously.
  • •CRM familiarity and knowledge of call center/customer support practices.
  • •A college or university degree and/or relevant proven work experience in a comparable industry or call center/customer support role.
  • •Familiarity with banking terminology such as investments, redemptions, ACHs, and wire transfers.
Education:Bachelor's
Skills:Active listeningInterpersonal skillsMulti-taskingSelf-motivationTeamwork
Tech Stack:CRMACHWire transfers

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT
Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust
Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Chicago, United States
Founded: 1889
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn