Northern Trust

2 weeks 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: 13 hours agoStatus: Live

Job Summary

Handle inbound and outbound client/partner calls and inquiries, following communication scripts and resolving issues the same day when possible. Log and research requests in the CRM database, provide follow-up when resolutions take longer than 24 hours, and deliver accurate transactional information. Perform transaction processing such as ACH transfers, stop payments, wires, and related maintenance, while working toward full proficiency across trained programs and upselling opportunities as they arise.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Manage large volumes of inbound and outbound calls, providing timely, quality servicing through effective communication and accurate information.
•Follow communication scripts, resolve client/partner inquiries same day when possible, and follow up when resolutions take longer than 24 hours via phone or email.
•Log all inquiries received via phone, email, or fax with detailed issue descriptions and actions taken on the CRM database.
•Perform functional transaction processing (ACH transfers, stop payments, wires, and general maintenance) accurately without monetary errors.
•Identify customer needs, provide solutions or alternatives, refer complex issues to supervisors/experts as needed, and upsell products when opportunities arise.

Key Requirements

•Strong phone, verbal, and written communication skills with active listening and interpersonal abilities to handle challenging callers.
•Computer literacy to navigate multiple applications/systems simultaneously.
•Relevant work experience in a comparable industry or call center/customer support role is preferred.
•Familiarity with CRM systems and practices, plus banking terminology (e.g., investments, redemptions, ACHs, wire transfers).
•A college or university degree is preferred and the role requires working toward proficiency across trained areas.

Experience:BankingCall centerCustomer support

Education:Bachelor's

Skills:CommunicationActive listeningInterpersonal skillsFlexibilityMulti-taskingSelf-motivatedTime managementTeamworkAdaptability

Tech Stack:CRMACHWire transfers

Eligibility

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: 3.9

Website LinkedIn

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Northern Trust

2 weeks 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: 13 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Manage large volumes of inbound and outbound calls, providing timely, quality servicing through effective communication and accurate information.
•Follow communication scripts, resolve client/partner inquiries same day when possible, and follow up when resolutions take longer than 24 hours via phone or email.
•Log all inquiries received via phone, email, or fax with detailed issue descriptions and actions taken on the CRM database.
•Perform functional transaction processing (ACH transfers, stop payments, wires, and general maintenance) accurately without monetary errors.
•Identify customer needs, provide solutions or alternatives, refer complex issues to supervisors/experts as needed, and upsell products when opportunities arise.

Key Requirements

•Strong phone, verbal, and written communication skills with active listening and interpersonal abilities to handle challenging callers.
•Computer literacy to navigate multiple applications/systems simultaneously.
•Relevant work experience in a comparable industry or call center/customer support role is preferred.
•Familiarity with CRM systems and practices, plus banking terminology (e.g., investments, redemptions, ACHs, wire transfers).
•A college or university degree is preferred and the role requires working toward proficiency across trained areas.

Experience:BankingCall centerCustomer support

Education:Bachelor's

Skills:CommunicationActive listeningInterpersonal skillsFlexibilityMulti-taskingSelf-motivatedTime managementTeamworkAdaptability

Tech Stack:CRMACHWire transfers

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust

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: 3.9

Website LinkedIn