Rep, CS Banking Ops

Northern Trust
United States
Workplace: OnsiteFull timeUSD 41,040 - 61,560Function: Banking, Lending & CreditSkills: ["Communication","Active listening","Interpersonal skills","Adaptability","Multitasking"]

Manage inbound and outbound client/partner calls and resolve inquiries on the same day by following communication scripts. Provide timely follow-ups by phone or email, log detailed case notes in the CRM, and ensure accurate transactional processing (ACH transfers, stop payments, wires, and maintenance) without monetary errors. Identify customer needs, troubleshoot issues with appropriate escalation, and continuously build product and banking operations knowledge.

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FursaFursa
Northern Trust
Northern Trust
4 days ago

Rep, CS Banking Ops

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Manage inbound and outbound client/partner calls and resolve inquiries on the same day by following communication scripts. Provide timely follow-ups by phone or email, log detailed case notes in the CRM, and ensure accurate transactional processing (ACH transfers, stop payments, wires, and maintenance) without monetary errors. Identify customer needs, troubleshoot issues with appropriate escalation, and continuously build product and banking operations knowledge.
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 quality servicing through effective communication and accurate information.
  • •Follow communication scripts and resolve client/partner inquiries the same day whenever possible.
  • •Contact clients by phone or email with updates when resolution will take longer than 24 hours until issues are resolved.
  • •Log all inquiries received via phone, email, or fax in the CRM with detailed descriptions and actions taken for resolution.
  • •Perform accurate transaction processing (ACH transfers, stop payments, wires, and general maintenance) without monetary errors.

Pay and Benefits

Salary: USD 41,040 - 61,560
Equity and Bonus:Equity
Perks:Retirement BenefitsHealth InsuranceDentalVisionPaid LeaveParental LeaveCaregiver LeaveLife InsuranceDisability

Key Requirements

  • •College or university degree and/or relevant proven work experience in a comparable industry, call center, or customer support role is preferred.
  • •Strong phone, verbal, and written communication skills with active listening and the ability to handle irate or challenging callers with minimal assistance.
  • •Computer literacy to navigate multiple applications/systems simultaneously and manage multitasking in a fast-paced environment.
  • •Familiarity with CRM systems and practices and banking terminology (investments, redemptions, ACH transfers, and wire transfers).
  • •Beginning to develop proficiency in core job areas and working toward becoming proficient across all aspects of the role.
Experience:Call centerCustomer supportBankingFinancial services
Skills:CommunicationActive listeningInterpersonal skillsAdaptabilityMultitasking
Tech Stack:CRMCRM database

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
Glassdoor: 3.9
WebsiteLinkedIn